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Wed, Dec 13



Business Owners Roundtable: Succession Planning 101

Learn the must-know concepts of developing a successful strategy.

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Business Owners Roundtable:  Succession Planning 101
Business Owners Roundtable:  Succession Planning 101

Time & Location

Dec 13, 2023, 8:30 AM – 10:00 AM

MEDCO, 1107 7th Ave Ste 201, Marion, IA 52302, USA

About the event

We are on a mission to educate every Iowa business owner on the critical compenents of building a successful business succession strategy.  Why?

  • Approximately 2 out of 10 businesses that go to market actually sell.
  • Of those that do sell, many receive a lower multiple or sale price than expected.
  • 80%+ of the average business owner’s net worth is in their business, a frozen asset.
  • According to PwC’s research, 75% of business owners deeply regretted selling their business a year afterwards for reasons that are mitigated by prior planning.
  • Over 50% of businesses close because of death, divorce, disability, distress, or disagreement.

The solution to changing these metrics is education.  This event, specifically for business owners, will introduce the concepts as taught by the Exit Planning Institute, the educational body that trains and certifies professionals as Certified Exit Planning Advisors (CEPAs).  You will learn:

  • The elements of a strategic & holistic planning process:          
    • Business planning
    • Personal planning
    • Financial planning
    • What makes a business "sellable" through the lens of an investor
    • The basics of the Value Growth Methodology


Whether you are 35 or 65, we invite you to join this educational session to learn and apply these concepts to your planning for 2024 and beyond.  Business succession planning is simply good business strategy.

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