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

One-Page Scorecard

The road to success is paved with good information. One-Page Scorecard Instructions Not registered for the 90-Day Business Sprint webinar series? Register now! Learn the concepts that accelerate business value and unlock the wealth housed in your business by attending the monthly 90-Day Business Sprints webinar series. Enact positive changes that will enhance your performance every 90 days using the Value Acceleration Methodology. Attend this webinar series every month to learn the 11 Actions an Owner Must Take to Rapidly Grow Value & Unlock Wealth, found in the award-winning book, Walking to Destiny!… Read More

Write your 2-5 year strategic plan.

Do you have a written plan that maps out where you need to be in the next couple years?

Are You Ready? 10 Ways to Check If You Are.

In preparation of the questions for the State of the Owner Readiness Survey, one of the team members asked me what seemed like an obvious question, “What does ‘ready’ mean?” or “How do we define ‘ready’?”

That seemed like a simple and obvious question that deserved an answer. So, I put together a set of 10 simple statements to help owners determine what they need to accomplish to be considered prepared or “ready” to transition their businesses. Use this as a simple checklist.