Exit Planning Institute North Texas Chapter Social

Date:  June 8, 2017  4:30- 6:30
Place: Nick and Sam's, 8111 Preston Rd, Dallas 75225  (Preston Center SW corner)
Members: $15; Non-Members $20
Register: Here


"Working Capital - What You Don't Know Can Sabotage the Transaction"

Date: July 14, 2017  7:30-9:00
Place: Salmon Sims Thomas CPAs, 12720 Hillcrest Rd, Suite 900 Dallas, TX 75230
Members: $15; Non-Members $20
Speakers:  Monty Walker and Robert Rough

Register: Here


" Could Exit Planning Have Saved This Family and its Business"

Date: August 11, 2017  7:30- 9:00
Place: Salmon Sims Thomas CPAs, 12720 Hillcrest Rd, Suite 900, Dallas, TX 75230
Members: $15; Non-Members $20
Speakers: Doug Box, Interviewed by Mariann Montgomery
Register: Here


"Business Value for Exit Planning-Triggers Drivers Approaches"

Date: September 8, 2017  7:30-9:00
Place: Salmon Sims Thomas CPAs , Suite 900, Dallas 75230
Members: $15  Non-Members- $20
Speakers: Chris Mercer
Register: Here

 


Check Your Performance

Three Steps to Take Value Builder Score

Get started here:
The Value Builder Score Report

 

What will you be doing in 5 years?

  • Still working full throttle
  • Some work, some play
  • No work, all play

Are you set for life? ... find out here



Whichever you chose to do, we can help.

Wishing and hoping won’t get you there, no matter what you will be doing in 5 years. It takes planning. And, as one of our clients has said many times, “if I knew it would take this long to get us there, I would have started to plan much sooner”.

A business that is run today as though you will leave it tomorrow (involuntarily or voluntarily) has the greatest salability and value.

We have a process to get you there, wherever “there” is for you. Here’s how we do it:

Step 1: We obtain the answers to these questions

  • How Salable is your business?
  • What is it worth?
  • How much will you need or want?

Step 2 : We create a plan to get you from where you are now to where you wish to be

  • Improve salability
  • Increase value
  • Increase the net proceeds

Read more about business value: Do You Have a Value Gap and How to Close It



Even if you have no desire to leave your business any time soon, we suggest you find out how salable your business is today. Please be sure to use a good e-mail address so we can let you know when your Report is ready.We will walk you through how salable your business is and how to get you where you want to go.

Get started here: The Value Builder Score Report

Three Steps to Take Value Builder Score



Want to know more about the Value Builder Report? Read more in What's Inside Your Report

How Can We Help?

From financial planning to transitioning ownership, see how Business Wealth Solutions goes to work for you. Using tried and true methods, we take a comprehensive approach to ensure your success.
View our approach

Value Opportunity Profile - CertifiedPractitioner