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

NORTH TEXAS VIRTUAL CHAPTER EVENT

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


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 Presenter:

Hear from chapter president Ray Croff, CEO and President at Mobius Financial Advisors.

Meet the Presenter

 

Thank you to our Sponsors:

Edward Jones LogoMobius

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 Presenter


Ray Croff

Ray Croff

CEO and President at Mobius Financial Advisors

Meet Ray Croff.

A Certified Exit Planning Advisor (CEPA).  CEPA’s are specially trained to prepare businesses and their owners for a successful exit from their business by building value in their businesses while laying the framework for an efficient, profitable, saleable business.

He has 20+ years of experience in working with families in the areas that include Wealth Management, Risk Management and Retirement Planning.

Ray was recognized by Global Atlantic as the national agent of the year in 2016.

Ray has been a speaker at a number of events around the country on various financial topics.

 

Ray earned his BA in Financial Services and Insurance from the University of North Texas. He also has the following designations:

Certified Exit Planning Advisor, CEPA

Registered Financial Consultant, RFC

Investment Advisory Representative, IAR

Chartered Life Underwriter, CLU

Chartered Financial Consultant, ChFC

Chartered Advisor in Philanthropy, CAP