Build a Transferable, Valuable Business | Exit Planning Workshop

Practical exit planning insights for business owners looking to build a more valuable, transferable company. Learn strategies from exit plan
About this Event

Exit Planning Event Overview

This private workshop is designed for business owners who are scaling their companies and want to better understand how to build long-term enterprise value, improve transferability, and prepare for a future exit.

The program will bring together perspectives from exit planning, private equity, risk management, and capital strategy. Jeremy Vos, Owner of Exit Factor of Des Moines, will share practical guidance on what makes a business transferable and valuable from an exit planning standpoint. Kevin Lease, Director of Financial Partnerships & Capital Acquisitions at Merit Management Group, will provide insight from the private equity side, including how companies are evaluated, underwritten, and viewed as acquisition opportunities.

Rich Bales, Owner of The Avanti Group, will discuss how risk management, insurance strategy, and access to capital can impact business growth, enterprise value, and long-term planning. Together, the speakers will give business owners a clearer view of what buyers, investors, advisors, and capital partners look for when evaluating a company.

Whether an exit is years away, already being considered, or not yet on your radar, this workshop will help you think more strategically about your business, your growth plan, and your next chapter.