You’ve spent years building a successful business. Learn practical ways to maximize your business’ value by attending our next Owners’ Roundtable and get the answers on things you can do now.

In this five-part series, we will cover the following:

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.

See what previous attendees think of this event.

Secure your spot today – email Michael Trabert, CPA, CVA, CMAP, CEPA, CM&AA or call 440-449-6800.

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