The Success Inventory by The Patrick Group.

Creating and Harvesting Value in Your Business

Private business owners often do a great job of starting a business.  They are often less successful creating enterprise value or managing their relationship to the business. 

Creating and Harvesting Value from Your Business is designed to help private business owners understand what steps are necessary for them successfully to increase the value of their business as an asset.  The owner will learn the following things:

  • How to create personal capacity so they can think strategically and act strategically around their business.
  • How to understand the difference between tactical excellence and strategic purpose and why both are important for long-term business success.
  • How to employ Midas strategies within their business to increase its value today and tomorrow.
  • How to navigate the exit planning process so the owner gets the value they deserve.
  • How to know what value world their business lives in and how to transition the business to a higher value world when it comes time to pass ownership to someone else. 
  • How to manage their total wealth in an integrated manner that allows them to use all their assets in appropriate and mindful ways.

Our goal is to have each participant leave with take home value that they use immediately.  Participants will understand the issues that need to be addressed for long term success in their business and also in their personal life.

This workshop can be customized to your industry. 

 

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Email:

Stage 2 Planning Partners
20 Kimball Avenue, Suite 201
South Burlington, VT 05403
Tel:802-846-1264
Fax:802-846-1269
Email: info@stage2planning.com

Stage 2 Planning Partners
4 British American Blvd.
Latham, NY 12110
Tel: 518-608-8939
Fax: 518-640-2164
Email: info@stage2planning.com

Securities offered through Registered Representatives of NFP Securities, Inc., A Broker/Dealer and Member FINRA/SIPC. Investment Advisory Services offered through Investment Advisory Representatives
of NFP Securities, Inc. a Federally Registered Investment Advisor
Stage 2 Planning Partners is a member of PartnersFinancial, a division of NFP Insurance Services, Inc., which is a subsidiary of
National Financial Partners Corp., the parent company of NFP Securities, Inc.


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