The WFU Center for Private Business is excited to host Tommy Battle, President & COO of Financial Designs to offer in-person Valuation Planning Workshops in each of our three core Member Markets – the Winston-Salem/Triad Region, the Charlotte/Western Region and the Raleigh/Triangle/Eastern Region. Lunch will be provided, so please register today by clicking the appropriate button below!
Participants will use state-of-the-art data and technology to gain a clear understanding of the value drivers of their company and how to develop a plan to drive growth and create transferable wealth.
Key Learnings:
What is my business worth?
What is my business’ potential worth?
How can I craft a strategic plan to increase my business’ value?
How am I addressing the potential drains on my valuation?
How do I plan for the possible transfer of value to new owners, family or employees?
Key Takeaways – CoreValue Report Card which Includes:
Current Enterprise Value
Potential Enterprise Value
Top 3 Roadblocks to Achieving Top Value
CoreValue Rating – Score from 0 – 100 on how the market would view your business
Winston-Salem | Wednesday, January 26 | 10 a.m. – 12 p.m. @WFU CPB
Charlotte | Wednesday, February 2 | 10 a.m. – 12 p.m. @Goodwill Opportunity Campus, Bank of America Room
Raleigh | Wednesday, February 9 | 10 a.m. – 12 p.m. @Towne Bank Corporate Training Room
Registration is open and space is limited! Please choose your date and city, then click on the the appropriate button below to join us!
