Stage 1: Identify Value – Know what your business is worth and how it compares
Stage 2: Protect Value – De-risk your business to protect its current value
Stage 3: Build Value – Implement changes to improve its value
Stage 4: Harvest Value – Identify exit/succession options and tax efficiencies
Stage 5: Manage Value – Secure future income and the lifestyle you desire
Each session includes presentations from Skoda Minotti and Aspire Plus professionals, as well as a light lunch and an opportunity for networking with other business owners.
This event is limited to 12 business owners. The Roundtable will be held on November 3, December 15, January 10, February 23 and March 16. Sessions are held at the Union Club of Cleveland from 11:30 AM – 1:30 PM.
We will also be offering this program in a condensed one-and-a-half-day time frame on November 22 from 7:30 AM – 6:30 PM (including breakfast, lunch, cocktails and dinner), and November 23 from 8:00 AM - 1:00 PM.
Secure your spot today – email Michael Trabert, CPA, CVA, CMAP, CEPA, CM&AA or call 440-449-6800.