Using Value Acceleration To Build Value In A Business: Fishing For Value Case Study

GREATER LOS ANGELES CHAPTER EVENT

Using Value Acceleration To Build Value In A Business: Fishing For Value Case Study


Value Acceleration is all about:

  • Discovering the value and current state of attractiveness and readiness of a business and owner
  • Preparing the business for a transition based upon improvements agreed upon by the owner, management team and advisors
  • Developing and implementing a transition plan for the business and owner based upon their requirementsIn this session, attendees will participate in small group discussions to apply the value acceleration methodology to a business case study. The groups will come together to discuss the results and decisions reached in each group and how it effects the business owner.(After the session, attendees will receive a copy of the short story, Fishing For Value).

Learning Objectives

  • Ways to apply the Value Acceleration Methodology to help the business owner increase the
    value of their business
  • Approaches that could be used to determine the most appropriate business, financial and
    personal actions that should be taken
  • Identify business, financial and personal actions that could be taken to build value and position
    the business for a transition
  • How to determine the top 2 business recommendations and top 2 personal and financial
    recommendations that should be completed by the business owner over the next 90 days.

 

About the Presenters:

Learn from industry experts Melisa Silverman and Joe Seetoo as they facilitate the discussions about value acceleration using Fishing For Value.

 

Thank you to our Sponsors:

JCF Logo Colo

This meeting will be held at The Jewish Community Foundation.

Address:  6505 Wilshire Blvd., Los Angeles, CA 90048

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPILosAngeles.org.

About the Presenters


Melisa Silverman

Melisa Silverman

President of Avenue M® Advisors, Inc., Managing Partner of The Founders Group

VIEW BIO

Joseph A Seetoo

Joseph A Seetoo

Partner & Vice President of Morton Capital Management

VIEW BIO


Continuing Education


This meeting qualifies for the following continuing education credits:

One (1) MCLE  credit

 

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact Josh Koza at JKoza@Exit-Planning-Institute.org.