Marketing Strategy versus Client Delivery?

We want to market well. We want to sell better. Once we do, we want to be able to deliver our services efficiently (for the right price) #howtosellexit #EPI

UW Madison – Family Business Center

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… Read More

EPI welcomes a new member to the Global Office marketing team!

To maintain the rapid growth that EPI has experienced and increase marketing and media support, EPI introduces you to Lauren Crowe, EPI Marketing Coordinator!

What impact does culture actually have on business value?

What impact does culture actually have on business value? Well, studies show that 70-80% of all integrations fail, often due to cultural mismatch.

Social Capital Through the Eyes of the Buyer (HMA Blog Post)

Great blog review from the President of HMA Public Relations on Walking to Destiny, zeroing in on Social Capital from the perspective of a buyer.

Look at Start-Stop from your client’s POV.

Look at Start-Stop from your customer’s point-of-view. That’s the lens that matters.

Do a Start-Stop Workshop.

Complete a start-stop workshop with your key employees by asking the following three questions…

Define 3-5 strategic capabilities.

Define 3-5 strategic capabilities (skills, processes, systems, relationships ) your company needs. Can your staff articulate…

Hunter or Farmer?

Hunter or farmer? The truth? The company is there to support the hunter.

Write a SWOT Analysis with your team.

Doing this as a team exercise improves your ability to create employees who think like owners.