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Grow with Purpose - Valuation Planning Workshop: 01/26/2022 Winston-Salem/Triad Region
500 W. 5th
500 West 5th Street, Suite 300
Winston Salem, NC 27104
United States
Wednesday, January 26, 2022, 10:00 AM - 12:00 PM EDT
Category: Events

Register Today for Grow with Purpose in Winston Salem, NC!
The WFU Center for Private Business plans to host in-person Valuation Planning Workshops facilitated by Financial Design's President & COO, Tommy Battle, MBA & CFP, in each of the CPB's core Member Markets, the Triad Region, the Charlotte Region and the Triangle Region. Participants will use state-of-the-art data and technology to gain a clear understanding of the value drivers of their company and how to develop a plan to drive growth and create transferable wealth.

Key Learnings:

  • What is my business worth?
  • What is my business’ potential worth?
  • How can I craft a strategic plan to increase my business’ value?
  • How am I addressing the potential drains on my valuation?
  • How do I plan for the possible transfer of value to new owners, family or employees?

Key Takeaways - CoreValue Report Card which Includes:

  • Current Enterprise Value
  • Potential Enterprise Value
  • Top 3 Roadblocks to Achieving Top Value
  • CoreValue Rating – Score from 0 – 100 on how the market would view your business

Attendees will include business owners who want to discover the current and potential enterprise value of their business and/or are contemplating the sale of their business, as well as business professionals, such as bankers, attorneys and accountants who specialize in providing guidance and strategic planning to their clients.

Winston-Salem | Wednesday, January 26 | 10 a.m. - 12 p.m. at the WFU Center for Private Business Office, 500 W 5th Street, Winston-Salem, NC 27101

Box Lunch Provided

Space is limited! Register today!

Free to CPB Members | $50.00 for Non-Members

REGISTER NOW FOR THE WINSTON-SALEM WORKSHOP

 


Contact: Shelley Holmes | [email protected]