Register Today for Grow with Purpose in Charlotte, 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.

Charlotte | Wednesday, February 2 | 10 a.m. - 12 p.m. Goodwill Opportunity Campus, 5301 Wilkinson Blvd., Charlotte, NC 28208 - Bank if America Room

Box Lunch Provided

Space is limited! Register today!

Free to CPB Members | $50.00 for Non-Members

REGISTER NOW FOR THE CHARLOTTE WORKSHOP