The Clear Path to Build a Business Worth Keeping—or Selling (Arroyo Grande)
About this Event
The Clear Path to Build a Business Worth Keeping—or Selling
This is a 2-hour in-person workshop, hosted at the Pismo Association of Realtors, includes:
- An overview of the ClearPath Value Accelerator program
- Education on what truly drives (and erodes) business value
- A live panel discussion with the Value Network advisors
- Conversations around how owners can prepare for growth or transition
👥 About the Value Partner Network (Panelists)
The ClearPath framework is supported by a multidisciplinary group of advisors who regularly collaborate around business value and owner readiness:
- Ericka Scott – Strategic Planning & Business Advisor
- Jake Rothman – Personal Financial & Wealth Planning
- Barry Fisher – Business Valuation & Risk Protection
Panel Moderator:
- Jake Frederick, BBSI – HR, Operations, and Compliance
Together, this group provides owners with a practical, coordinated perspective on how strategy, valuation, financial planning, and operations intersect to build long-term value.
Agenda
🕑: 02:30 PM - 03:00 PM
Doors Open: Arrival & Informal Networking
Info: Doors open
Light refreshments
Attendee check-in
🕑: 03:00 PM - 03:10 PM
Welcome & Event Framing
Host: Jake Fredrick
Your Business as an Asset
Info: 3:10–3:25 PM | Your Business as an Asset
Presenter: Barry Fisher
What business value actually means (beyond revenue and profit)
How valuation works in the real world
Common misconceptions owners have about what their business is worth
How risk, structure, and owner dependency impact value
Why understanding value early leads to better decisions later
Strategy: Building Value Intentionally
Info: 3:25–3:45 PM | Strategy: Building Value Intentionally
Presenter: Ericka Scott
Strategy as a value driver, not just a planning exercise
Owner dependency and operational risk
Why value doesn’t happen accidentally
How alignment across people, systems, and decisions compounds value
Investing for Growth
Info: 3:45–4:00 PM | Investing for Growth
Presenter: Jake Rothman
Aligning business growth with personal financial goals
Reinvesting intentionally vs. chasing growth
Avoiding growth that increases complexity but not value
Treating the business as a long-term asset in financial decisions
Panel Discussion & Audience Q&A
Info: 4:00–4:30 PM | Panel Discussion & Audience Q&A
Moderator: Jake Frederick (BBSI)
Panelists:
Barry Fisher – Business Valuation & Risk
Ericka Scott – Strategy & Value Planning
Jake Rothman – Financial Planning & Wealth AlignmentTopics include:
What owners consistently misunderstand about business value
Hidden risks that quietly erode value
What buyers, banks, and partners actually look for
Real-world Central Coast examples
Audience Q&A encouraged.
ClearPath Value Accelerator – Growth Opportunity
Info: 4:30–4:50 PM | ClearPath Value Accelerator – Growth Opportunity
This segment introduces a structured, year-long growth framework for owners who want help implementing what’s been discussed.
What the ClearPath Value Accelerator is — and is not
Who it’s designed for (and who it isn’t)
How the 12-month structure supports intentional value growth
Socialize & Networking
Info:
Where is it happening?
Event Location & Nearby Stays:
USD 12.50 to USD 50.00
