Many owners can't answer that, and it has nothing to do with how well they run their company. No one teaches this. On October 13, we will.
For decades we are told to fund the 401(k). Almost no one tells us how to prepare the asset that represents the majority of our net worth. That's backwards. And it's fixable, but only if you have time on your side.
Here's what usually happens instead: an owner gets an offer, hires a broker, and discovers in the middle of diligence that the things they would have fixed to protect their value are the very things that needed two or three years of runway. By the time a buyer is at the table, many of those opportunities are gone.
Not what you hope it's worth. What a buyer would actually pay, and why.
A tax strategy decided before the deal, not after, can change the outcome dramatically.
The only question that matters: is it enough for the rest of your life, or is there a gap?
This is the information that's hard to get until you're already in the middle of a deal, when it's too late to act on it.
How buyers value companies like yours, and the specific levers that would make yours worth more.
What the net number really looks like, and what could be done earlier to keep more of it.
A clear-eyed look at whether the number is enough, or whether there is a gap to close while there is still time.
Clean financials, reduced owner dependence, and the runway items that take two to three years to fix.
The professionals who sit around the deal table, what each one does, and when to bring each person in.
Bring your questions, and meet other owners thinking about the same decisions you are.
Doors open at 5:00 PM for check-in, drinks, and hors d'oeuvres. The program starts at 5:30 sharp.
Adam Parks opens the evening, then Harrison Barresi, John Dwyer, and Pennie Dakis walk through what your business is worth, what you'd keep after taxes, and whether that number funds the life you want.
Jesse Cordoba welcomes everyone back and opens the panel. Tanna Mock and Rick Morgenweck take your questions on what the professionals around real deals wish every owner knew earlier.
Adam wraps the program, then stay for drinks and hors d'oeuvres. Meet the presenters, the panelists, and other owners thinking about the same decisions you are.
Hosted by Trinity Wealth Management Group alongside the Private Wealth Solutions team at RBC Rochdale. Open any card to read the full bio.
Trinity holds the wealth management and exit planning seats, the two that connect what the business is worth to what the rest of your life looks like. Everyone else at the table is here because those two questions cannot be answered alone.
We keep the room small on purpose. The material assumes you own a business you may one day sell, and the Q&A only works when everyone is wrestling with the same questions. Tell us about your company and we will confirm your seat within one business day.
Ninety seconds · Confidential · No cost, no pitch
