VISION, TRACTION, HEALTHY - IMPLEMENTING AN OPERATING SYSTEM TO INCREASE BUSINESS VALUE
A business operating system gets everyone in the company on the same page, with the same vision, working toward the same goals. Expectations, processes, and accountability are defined so that everyone is in sync and operating together like a well-oiled machine.
Without an operating system, the organization is sure to be dealing with miscommunication, individual agendas, and team conflicts that derail the success of the company. As a result, you’ll experience long hours, frustration, wasted time and energy, loss of the best employees, and lower financial returns.
An example of a business operating system is EOS, The Entrepreneurial Operating System®. EOS is a proven system of simple, practical tools designed to help crystallize the VISION, gain TRACTION, and build a HEALTHY team.
In this talk, Jeff will clarify the idea of a business operating system. And, use EOS as an example of how a business can increase its overall value and better prepare for an exit by committing to implementing a single operating system.
Learning Objectives:
By attending this session participants will be able to …
- Better understand the value of a business operating system.
- Identify clients who can benefit from implementing an operating system
- Walk away with a nugget or two you can implement into your own business
About the Presenter:
Learn from industry expert Jeff Wedren, Certified EOS Implementer.
Thank you to our Sponsors
Event Details
Who Should Attend?
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Attorneys
You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.
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CPAs/Accountants
Owners participating in the State of Owner Readiness research continue to indicate that you are the No. 1 "Most Trusted Advisor." You are a natural fit to lead the exit planning team and deepen your relationship (and retention) of next generation owners.
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Wealth Managers
You’re a skilled relationship person. Being entangled into your clients’ professional lives matters as you build a strategy to manage their wealth upon them harvesting it from their business. Exit planning allows you to build a deeper relationship with your client, expands your COI network, while giving you an early seat at table well before the liquidity event.
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Financial Advisors
One of the critical ‘legs of the stool’ is personal financing planning. An owner must have a strong financial plan & contingency plan post-transition to enable them to thrive in the next act of the lives personally and financially. Exit planning brings this future mindset into the present. Exit is now.
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Valuation Analysts
Valuation is both a billable engagement AND an opportunity to provide owners some perspective on how to accelerate value drivers (and deal with value killers). Use exit planning to make that valuation into a longer term value acceleration engagement.
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Investment Bankers
Only 2 of every 10 businesses that come to market actually sell. Learn how exit planning can bring attractive AND ready business to your purview.
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Estate Planners
Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.
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Strategic Consultants
One of the most critical roles in exit planning is building transferable value. Strategic consultants have the ability to expand options and drive rapid business value that affect performance today.
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Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
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Mergers & Acquisition Advisors
Proper exit planning causes less deals to fall through at the last minute. Connect with CEPAs to build your healthy deal flow network.
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Commercial Lenders
One of the best relationships a business owner makes is with their banker. How can you help your corporate clients think about the future and ensure financial continuity? Answer: exit planning.
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Family Business Advisors
More than 50% of lower middle market business owners would prefer to transition to the next generation. Help them succeed with exit planning strategies.
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Private Business Owners
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Other Professional Advisors
Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.
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Members of Family Business Boards
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Professional Advisors
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Business Consultants
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Other Business Professionals
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Business Owners
EXIT PLANNING IS GOOD BUSINESS STRATEGY
The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.
ABOUT THE PRESENTER
Meet Jeff Wedren:
Jeff Wedren is committed to helping people get what they want from their businesses.
As a Certified EOS Implementer and one of Gino Wickman’s first EOS clients, Jeff has extensive experience driving a business’s vision and gaining traction from the inside. Ever since his start as a founding member of Niche Retail, Jeff has been employing the Entrepreneurial Operating System® (EOS) with much success. Having worked intimately with the EOS tools in his own businesses and as an EOS Implementer, Jeff is in the unique position of being able to coach business leaders with his long history of practical application.
That practical application has spanned many entrepreneurial situations. Jeff’s experiences include navigating complexities of building a business from scratch, earning a place on the Inc 500 list, surviving recessions, and creating explosive growth through acquisition.
Seeing the benefit to business leadership firsthand, Jeff has developed a passion for helping other leaders use EOS to manage their own businesses.