Exit Planning Institute

See how a Value Acceleration plan can play out with:

Value Growth Case Study

Course Overview

The  Value Growth Case Study was designed to provided a deep dive look into how Value Growth Advisors play a role in the Value Acceleration process. The case study created for this course illustrates in real time what to look for, how to prepare, and how the process can play out over time. 

Join veteran CEPA, Sean Hutchinson, as he looks to provide you with a better understanding of how the Value Acceleration process can play out, and how to identify the value drivers and killers along the way.

Attendees will gain further knowledge on:

  • Understanding the role of the Value Growth Advisor and how a Value Acceleration plan could play out
  • Evaluating the pros and cons of a keep/sell decision
  • Estimating financial impact and ROI for Value Acceleration
  • Understanding value domains
  • Identifying value drivers and killers
  • Seeing a business through the eyes of an investor

This course is approved for Continuing Education credit at the following organizations:

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Course Details

EPI Academy Brochure

For more details on other EPI Academy courses, download the brochure.

Register for This Course

Course Curriculum:

  • Module 01: Fundamentals
  • Module 02: Meeting the Owner Where They Are
  • Module 03: Value Growth Discover
  • Module 04: Case Study Overview
  • Module 05: Top Level Discover Results
  • Module 06: Deciding on Your Path Forward
  • Module 07: Valuation Impacts

SEE THE IMPACT OF VALUE ACCELERATION

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About the Instructor

In my 25 plus years in business, the best lessons I’ve learned have come from business owners generous enough to share their stories of success and struggle. My work with Ready for Next is fulfilling precisely because it is fundamentally human – puzzling, complex and deeply interpersonal.

As a business value growth and transition expert, I speak with owners and professional advisors across the USA daily, offering insights and guidance informed by my experiences as an entrepreneur and family business heir.

I’ve founded five companies, all of them with partners, some more successful than others and led a fast-growing global company which became the largest firm of its kind in the world. Most importantly though, I’m the third-generation heir to my family’s 67-year-old custom millwork manufacturing business. The longer I spend learning about and untangling the intricacies of American family businesses, the more I’m reminded of how much I love being part of one.

I possess a master’s degree from Miami University of Ohio, am a Certified Exit Planning Advisor (CEPA), and a Certified Merger and Acquisition Advisor (CMAA). I also serve on the Board of Directors for three private companies, including my family’s business.

When I am not consulting or assisting in the creation of multi-media educational content for business owners and advisors, I am collaborating with insightful people and seeking out new ideas and opportunities to connect with others. Or golfing or fighting for animal welfare – ideally, a little bit of everything.