0862 - Beyond the Day-to-Day: Grow, Sell or Shift Gears
Course Description
Is your business creating options for the future — or just consuming your time?
Many established business owners spend years serving customers, managing employees, and handling daily operations without stopping to evaluate what the business is actually creating for their future.
This interactive, in-person class helps owners think beyond the day-to-day and examine whether their business is positioned to create options to grow, sell, step back, transition, or fund the future.
Using case studies, guided discussion, and practical exercises, participants will examine how their personal goals, financial needs, and business value connect. Attendees will also receive practical takeaway tools, including a business readiness checklist and industry valuation information to help them begin thinking about what drives value in their business.
Come early at 9:00 AM for breakfast and networking prior to the course.
Learner Outcomes
- Evaluate whether your business is creating future options or simply consuming your time.
- Understand how personal goals, financial needs, and business value are connected.
- Identify factors that may affect whether a business is ready to grow, sell, transition, or support the next stage of ownership.
- Recognize planning gaps that could limit future choices.
- Begin outlining practical next steps to strengthen both the business and the owner’s personal future.
