Value-to-Freedom: How to Build a Business That Funds Your Future

Schedule

Tue May 19 2026 at 11:30 am to 01:00 pm

UTC-07:00

Location

310 29th St NE | Puyallup, WA

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Discover how to build a biz that funds your future and gives you the freedom you crave!
About this Event

The Value-to-Freedom Blueprint

Ready to turn your passion into a thriving business? Join us in person for The Value-to-Freedom Blueprint and discover how to build a business that funds your future. This event is all about practical strategies, real-talk, and steps you can take NOW to create the freedom you’ve been dreaming of. Don’t miss out on the chance to learn, network, and get inspired to make your biz work for you!


Agenda

🕑: 11:15 AM - 11:30 AM
Doors Open, Lunch
🕑: 11:30 AM - 11:35 AM
Welcome & Why It Matters
Host: Sean Donahue

Info: Discover how your business—likely your largest asset—can fund retirement, family goals, or your next chapter.


🕑: 11:35 AM - 11:48 AM
The Exit Reality Check
Host: Joel Calkins

Info: Why 50%+ of business sales fail (Pepperdine/IBBA data) and common pitfalls business owners face.


🕑: 11:48 AM - 12:00 PM
What Drives Business Value
Host: Joel Calkins

Info: Review the key value drivers, including financial performance, differentiation, owner dependence, growth potential, and recurring revenue.


🕑: 12:00 PM - 12:30 PM
Practical Ways to Improve
Host: Joel Calkins

Info: Actionable ways to reduce owner dependency, improve transferability, and strengthen your company's worth.


🕑: 12:30 PM - 12:45 PM
Resilient Planning
Host: Sean Donahue

Info: Consider how wise, forward-looking planning can help align business value with personal goals, retirement needs, and the next season of life.


🕑: 12:45 PM - 12:50 PM
Protecting the Plan
Host: Sean Donahue

Info: Review how strategic protection planning, including insurance and contingency preparation, can help preserve business value and keep long-term goals on track.


🕑: 12:45 PM - 01:00 PM
Q&A and Next Steps
Host: Sean Donahue

Info: Get your questions answered and leave with clear actions to assess and improve your business value.


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Where is it happening?

310 29th St NE, 310 29th Street Northeast, Puyallup, United States

Event Location & Nearby Stays:

Tickets

USD 0.00

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Host or Publisher Joel Calkins

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