The Clear Path to Build a Business Worth Keeping—or Selling (Arroyo Grande)

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.

Info: Doors open
Light refreshments
Attendee check-in

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

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

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

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.

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

Info:

Know what’s Happening Next — before everyone else does.

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Host or Publisher Central Coast Value Network