Exit Planning Institute North Texas Chapter Social

Date:  June 8, 2017  4:30- 6:30
Place: Nick and Sam's, 8111 Preston Rd, Dallas 75225  (Preston Center SW corner)
Members: $15; Non-Members $20
Register: Here


"Working Capital - What You Don't Know Can Sabotage the Transaction"

Date: July 14, 2017  7:30-9:00
Place: Salmon Sims Thomas CPAs, 12720 Hillcrest Rd, Suite 900 Dallas, TX 75230
Members: $15; Non-Members $20
Speakers:  Monty Walker and Robert Rough

Register: Here


" Could Exit Planning Have Saved This Family and its Business"

Date: August 11, 2017  7:30- 9:00
Place: Salmon Sims Thomas CPAs, 12720 Hillcrest Rd, Suite 900, Dallas, TX 75230
Members: $15; Non-Members $20
Speakers: Doug Box, Interviewed by Mariann Montgomery
Register: Here


"Business Value for Exit Planning-Triggers Drivers Approaches"

Date: September 8, 2017  7:30-9:00
Place: Salmon Sims Thomas CPAs , Suite 900, Dallas 75230
Members: $15  Non-Members- $20
Speakers: Chris Mercer
Register: Here

 


Key Components of a Sustainable Business  (move your cursor slowly over each gear to view more value drivers)

Value Max Machine Graphic

Operations

  • Work Flow Process
  • Organizational Chart
  • Billing
  • Technology
  • Patents/trademarks
  • Emergency operating plan

Legal

  • Vendor Agreements
  • Customer Agreements
  • Employment Agreements
  • Non-Solicitation Agreements
  • Non-Compete Agreements
  • Buy-Sell Agreement
  • Shareholder Agreement
  • Business entity
  • Corporate minutes

Strategy

  • Products/Services
  • Target market
  • Vendor concentration
  • Industry outlook
  • Barriers to entity
  • Dependence on owner
  • Exit strategy

Financial

  • Historical financial performance
  • Financial projections
  • Accounting
  • Tax planning
  • Revenue size
  • Recurring revenues

Sales

  • Compensation model
  • Hiring
  • Lead generation
  • Commission tracking system
  • Sales person activity management

Marketing

  • Branding
  • Collateral material
  • Website
  • Marketing Plan
  • Customer diversification
  • Customer relationships
  • Market share

People

  • Key person retention
  • Mangement
  • Employees
  • Sub-contractors
  • Compensation
  • Benefits
  • HR

Leadership

  • Ownership
  • Board of Advisors
  • Board of Directors
  • Professional advisors

Immediate Improvements.
Lasting Results

Don't just take our word for it -check out what our clients have to say , or read case studies of how we've made an impact for entrepreneurs in transition.

We are a Corporate Value Metrics Licensee. We work with you to provide an in-depth Value Opportunity Profile to identify value enhancement opportunities and enterprise value for your company.

Value Opportunity Profile - CertifiedPractitioner