OVERVIEW & CASE STUDIES ON HOW EXIT PLANNING AND EOS WORK IN CONCERT TO PRODUCE EXTRAORDINARY RESULTS
Exit Planning is a business strategy that enhances value while expanding options so that an owner can transition the business on their terms. The goal is to generate wealth, fulfill dreams, and enrich lives. This is supported by the Advanced Value Creation. The Entrepreneurial Operating System is an execution framework for helping leadership teams operationally execute, deliver on, and realize their exit strategy.
Exit Planning is the process of identifying current value, addressing wealth and value gaps, maximizing the businesses value, and developing options that allow an owner/founder to transition the business on their terms. It is also the process of identifying what the owner/founder will do with their entrepreneurial energy and passion.
EOS is your operational framework for helping leadership teams operationally execute, deliver on and realize their exit strategy by helping them:
- Get 100% on the same page with their VISION (i.e. Exit Strategy), where the business is going and how they are going to get there.
- Gain more TRACTION, operate with focus, discipline, accountability as they execute on that vision every day.
- Become a more HEALTHY, functional, cohesive team that enjoys working together.
It's an implementation plan for the 11 actions owners must take outlined in Walking to Destiny. It's a system that continuously focuses your team on maximizing the value of your business. It involves your leadership team, drives clarity, alignment, focus discipline and accountability throughout your organization. It creates the will and the way to execute and deliver.
It strengthens and harnesses the intangible assets of the company (i.e. the sum of the company's intellectual capital). The Four C's: Human, Customer, Structural, and Social.
It creates and puts in place all that is necessary to realize a culture of "Relentless Execution".
Join us for this webinar by Tom Wesner, EOS Implementer, and Joe Scheid, CEPA, as they shar an overview of how Exit Planning and EOS support each other and two case studies where Exit Planning and EOS were applied together to produce extraordinary results.
- What do the Exit Planning Strategy and EOS Operational Execution Plan look like when applied together at a very high level.
- The Value Acceleration Methodology is your strategic framework for exit planning (the what) rooted in the equally important operational execution plans that grow value (the how) so that an owner can transition the business on his/her planned terms and at the maximum value.
- Learn how The Entrepreneurial Operating System (EOS) can help you and your clients leadership teams operationally execute, deliver on and realize their Exit strategy.
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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.
Meet Joe Scheid:
Joe Scheid is a Founding Member of Legacy Advisors. Nearly 27 years ago, Joe was drawn to financial planning as a way to make a positive impact on people. His unique, down to earth approach helps client identify and navigate the emotional drivers behind financial decisions. Empowering clients to make sound financial decisions, inspires Joe to this day.
Over the years, Joe has helped his business owner clients reach their financial objectives. Business owner clients have unique circumstances requiring nuanced, specialized skills. Joe has helped this unique set of clients understand the value of their business and what the overall impact their business value has on personal net worth, asset balancing, market timing and personal exit time horizons. Together, through many discovery conversations, succession objectives are identified, and strategies are developed, to achieve optimal results.
Joe was born and raised in Phoenix, Arizona. He earned his Bachelor of Science degree from the W.P. Carey School of Business at Arizona State University. Joe is a Certified Exit Planning Advisor, Certified Family Business Specialist, Accredited Investment Fiduciary and holds a Certification in Long-Term Care Planning. He has been a Board Member of the 100 Club of Arizona since 2003 (First Responders Foundation) and has served as Chairman. He shares his life with his wife Jenny and their furry son, Walter.
Meet Tom Wesner:
Tom Wesner is a founding partner of TractionSquared. He's spent the past 25 years helping businesses both large and small become their very best. Over that time, he's learned that having a solid business system in place is key to achieving success.
His passion is creating clarity and alignment around a vision, which helps businesses attract and retain talent, promotes data-driven decisions, generates consistency and scalability, inspires focus, discipline, and accountability throughout an organization.
What led him to discover the Entrepreneurial Operating System® (EOS) was his passion for finding the best business system, tools & disciplines to help business leaders and their companies become really great. Having worked with numerous operating systems, he found EOS to be proven, simple, agile, comprehensive and when implemented effectively, it generates powerful results.
He is passionate about making a difference in the lives of others, both professionally and personally. Over the years he has acquired a wealth of knowledge and experience running entrepreneurial businesses, leading small and large organizations, while working with executives and leadership teams across a variety of industries. Today, he’s having the time of his life, coaching, mentoring, inspiring and challenging entrepreneurial leadership teams to become their very best.