As part of my presentation at University of Wisconsin – Madison Family Business Center, I will be utilizing these exercises:

Opening Quiz – Eye-opening overview of the marketplace.

Exercise – The Four Capitals – Self-assessment scoring exercise on the four capitals that make every business valuable (or not!).

Attractiveness vs Readiness – Abbreviated worksheet on identifying the potential Value Gap in transitioning your business.

About Exit Planning Institute:

The Exit Planning Institute (EPI) is an education company that provides exit planning education to advisors and middle market business owners.  We view exit planning as a strategy, not an event.

EPI leads the professional services profession with the best industry content, ongoing support, and owner education platform, all of which align with our mission: Change the outcome.

Only 2 out of every 10 businesses that come to market actually sell.  We want to increase the number of saleable businesses.

Only 30% of family businesses successfully transition to the second generation, only 12% transfer to the third, and the success rates diminish from there.  We want to improve those intergenerational transitions.

Of those that succeed in the sale of their business, 75% experience “profound regret” within one year of exiting their business.  We want to understand why and create strategies that achieve profound success, wealth, and satisfaction.

EPI is an education company, powered by an elite community of top advisors and owners, all focused toward creating a valuable, transferable future for the business marketplace.

• Change your outcome.  Learn more at www.Exit-Planning-Institute.org.
• Educate business owners.  Learn more at www.OwnerReadiness.com.
• Become the Advisor of the Future.  Learn more at www.EarnCEPA.com.