Future-proof your business: scale, sell, or pass it on

Name: Future-proof your business: scale, sell, or pass it on
Start: 2025-04-16T09:00:00-06:00
End: 2025-04-16T13:00:00-06:00
Location: 3405 E Overland Rd

Schedule

Wed Apr 16 2025 at 09:00 am to 01:00 pm

UTC-06:00

Location

3405 E Overland Rd | Meridian, ID

All business owners exit their business eventually - some get to retire. Learn from local experts to maximize options by starting early!
About this Event

Building a Healthy and Transferable Business

Whether you are actively preparing to sell your business or just want to set things up to keep your options open in the future, this hands-on workshop will help you get a clear picture and plan next steps to ensure your business is healthy today, and transferable whenever you are ready. Learn from local experts what it takes to prepare your business for the day when you decide it is time to step away including fundamentals to consider, financial strategies, and the human side of transitioning your business. We promise that none of these presentations are a sales pitch in disguise!

Agenda

🕑: 08:30 AM - 09:00 AM
Registration & Light Breakfast
🕑: 09:00 AM - 09:10 AM
Welcome & Opening Remarks
Host: Joe DeVera
🕑: 09:10 AM - 09:45 AM
Maximizing Business Value: Exit Planning Fundamentals
Host: Ted Martinez
🕑: 09:45 AM - 10:20 AM
Financial Strategies for a Successful Transition
Host: Leslie Major
🕑: 10:20 AM - 10:35 AM
Morning Break
🕑: 10:35 AM - 11:10 AM
Growing a Sustainable Business: Lessons from a Family Enterprise
Host: Brice Sloan
🕑: 11:10 AM - 11:45 AM
The Human Side of Business Transitions: Embracing Change and Legacy
Host: Becca Zanders
🕑: 11:45 AM - 12:30 PM
Panel Discussion and Q&A
🕑: 12:30 PM - 01:15 PM
Closing Remarks and Networking Lunch