Stories From The Frontlines In Working with Business Owners & Getting Them Ready for The Exit

SAN DIEGO CHAPTER EVENT

Stories From The Frontlines In Working with Business Owners & Getting Them Ready for The Exit


In this presentation, you will hear about an owner-centric approach from working with business owners over the past 15+ years. Our presenter will discuss the positive and negative results from planning, or lack of planning for an exit. He will also review what he has found to be most successful when assisting a business owner as well as any issues that may arise.

 

Learning Objectives:

  • Understanding where the business owner wants to go
  • How to clarify the owner’s goals and dreams
  • Differentiating the various exit routes and their results
  • Maximizing the returns and meetings business owner’s goals

 

About the Presenter:

Learn from industry expert  John Ovrom, President & Founder of Exit Consulting Group, Inc. on stories from working with business owners and getting them ready for the exit.

 

Meet the Presenter

 

This meeting will be held at Corporate Alliance.

Venue Address: Corporate Alliance: 9540 Towne Centre Dr, Ste 150, San Diego, CA 92121

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.EPISanDiego.org.

About the Presenter


John Ovrom

John Ovrom

President & Founder of Exit Consulting Group, Inc.

Meet John Ovrom

Transition With Confidence.

I specialize in developing roadmaps for business owners anticipating a transition. Together, we define success and develop solutions and establish a plan of action to achieve those results.

Specifically I help business owners:
• Develop and Execute Transition Strategies
• Engineer Value
• Establish Sustainability & Long Term Plans
• Negotiate & Oversee the Sale of the Business

As a serial entrepreneur, I personally understand the day-to-day challenges of running your business. I’ve been the owner of large and small companies with 1-50 employees. I understand the stress of cash flow, the need to make payroll, the lows of being sued, even when I was right, and paying the taxman who is a terrible partner. It’s hard enough to work 60+ hours a week in your business, attend to family obligations and have some balance in life, but then to add a transaction of your own business to the mix is very difficult.

Which is where my business, Exit Consulting Group, comes in.

After closing my business, I realized the need for a service provider who could step into the business, develop a strategic plan to accomplish goals and then manage the transition. Since then, I have helped parents transfer ownership to the next generation, owners sell to key employees, establish Employee Stock Option Plan (ESOP), partners buying in or selling out, outside sales transactions, and long term exit planning.

My passion is to create lasting value for customers through creating unique solutions to business challenges. Results driven, I focus my energies on creating the opportunity to achieve your goal.

Specialties: Business Medic, Business Development and Acquisitions, Money Raising, Finance Reporting, Operational Improvements, Problem Solving, Strategic Thinking, and Team Building.

From start up to selling your business, I can help build value, make more money and work less or your money back.


Continuing Education


This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CFP® credit (pending approval)

 

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.