BOSS Breakfast Series

The mission of the BOSS Breakfast Series it to provide business owners information toward a systematic approach to succession and exiting of the business. We start with looking at the business owner and end with the various exit options available. This is a monthly series which will build on the process each month.

Business owners looking to improve on the business with an eye toward building a business that has transferrable value and which can be built to sell. The business owner does not need to have a current plan to succeed or exit their business.

• Where: Town Center City Club 222 Central Park Ave #230, Virginia Beach, VA 23462
• Date: February 7, 2023
• Time: 7:30 am breakfast buffet will open. Presentation begins promptly at 8:00 am and will end at 9;00 am
• Cost: $25 per person
• Seating Limit: 30 people for the February session. Future monthly sessions will be limited to 15 to 20 people.

February 7, 2023 — First session will provide an overview of the overall process to succeed and exit your business.

March 7, 2023 (1st Tuesday) – Personal Assessment. The business is there to serve the needs of the business owner (BOSS) so we focus on you the owner and your personal assessment. Our Presenter will be Burr Henderson, IV with Truist Wealth.

April 4, 2023 (1st Tuesday) – Business Valuation. What is going to fill the gap for the business owner at the time of succession is the value of the business. The business owner needs to know where the value is now to understand where the business value needs to grow to you. Our presenter will be Gary W. Baum with Acuity Valuation.

(Other Sessions posted by April)

Ssponsored by:

• Wolcott | Rivers | Gates Attorneys at Law
• The Addison Group
• 757 Network

Host or Publisher The Addison Group