Building Value in a Business: Fishing for Value Case Study, Part II

NORTH TEXAS CHAPTER EVENT

Building Value in a Business: Fishing for Value Case Study, Part II


Hands on exercise for attendees on how to build value in a business using Value Acceleration Method. Includes assessing the attractiveness and readiness of the business and its owner. Group discussions will be held to discuss results and its effect on the business owner.

 

Learning Objectives:

  • Show attendees ways to apply the Value Acceleration Methodology to help the business owner increase the value of their business
  • Illustrate approaches that can 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
  • Show the attendees the best ways 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:

Hear from industry experts Ron Salmon, CPA, CEPA, Salmon Sims Thomas & Associates, PLLC. Ray Croff, CEPA, CEO and President of Mobius Financial Advisors.

Meet the Presenters

 

Thank you to our Sponsors:

This meeting will be held at Rockgate Financial Partners.

Address: 17300 Dallas Parkway, Suite 1000, Dallas Texas 75248

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.EPIDallas.org.

About the Presenters


Ron Salmon

Ron Salmon

CPA, CEPA, Salmon Sims Thomas & Associates, PLLC

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Ray Croff

Ray Croff

CEPA, CEO and President of Mobius Financial Advisors

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Continuing Education


This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CEPA Credit 

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact the Exit Planning Institute (EPI).