Contact

Robert Viamari 
Cape & Plymouth Business 
bob@capeplymouthbusiness.com 
508-385-3811 

Cost

$60

When

Thursday, September 12, 2018

Registration - 1:00 p.m.

Program: 1:30 - 4:30 p.m. 

5:00: Cocktail Party/Networking 

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Where

Cape Codder Resort & Spa 
1225 Iyannough Rd
Hyannis, MA 02601 

 
Driving Directions 
 

Scaling your business for greater profitability and greater business value

This event is ideal for, small business owners, sole proprietors, entrepreneurs and family businesses who want to understand how to operate their businesses in a way that actually builds its value. Typically, business owners are fulfilling a lifetime passion and operating as a “life-style” business providing a stable weekly income. Too often, owners are overly focused on day-to-day operations. This event will discuss building business value and positioning your business to achieve your personal, financial, and business-related goals.

 

The Program 
 “Building Your Business Value” Terry Shepherd, Managing Partner ROCG Consulting   

Most business owners are not operating their businesses in a way that actually builds its value. Typically, business owners are fulfilling a lifetime passion and operating as a “life-style” business providing a stable weekly income but not focused on an end value. Too often, owners are overly focused on day-to-day operations putting out the “fires” of the day. Learn how to build business value and position your business to achieve your personal, financial, and business-related goals

  • Do you know what your business is worth?
  • Have you started thinking about transitioning and exiting from your business?
  • Do you know when you would like to exit from your business?
  • Do you know which exit option is most likely to meet your personal, financial and business-related goals and objectives?

“The Power of Personal Planning” Mark J. Anderson, Managing Director, Head of Fiduciary Services, Wilmington Trust

 

  • How to align your personal wealth planning with your business transition plan.
  • How does your transition planning stack up relative to other business owners?
  • The importance of having a business transition plan in place.

  

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TERMS AND CONDITIONS

After your credit card has been charged, your registration will be complete and you will be emailed your confirmation which will include detailed registration information.

CHANGES OR CANCELLATIONS

If you must cancel for any reason, you must notify Cape & Plymouth Business by three (3) business days prior to the event for a refund. If you are unable to attend the event, we encourage you to send a replacement/substitute. Please contact Cape & Plymouth Business at 508-385-3811 for any questions or full cancellation policy and instructions. Refunds will be issued within 30 days of the close of the event. Please note: for credit card payments, refunds may take longer to appear on a credit card statement. No refunds will be made three (3) business days prior to the event.