What to Expect

You don’t have to fly solo when building the value of your business. We created the Mastermind Peer Group to bring likeminded business owners together to learn from one another by confidentially sharing ideas and challenges.

  • Each week we dive deeply into one of the Value Builder 8 Drivers of Growth.

  • Together, we assess how each driver is working in your business, uncover gaps, and discuss how to fill the gaps.

  • We talk through and test approaches and tools that drive real value in your business.

  • As a peer member, you create lasting connections with other owners who become go to resources for advice.

Online Tools
Pre-call, you test out interactive tools to drive business value and apply them to your specific situation.

Group Call
You’ll meet via Zoom to collaborate with other business owners in a format facilitated and led by a CEPA.

Interested in joining?

Fill out the form below if you are interested in registering for our Mastermind Peer Group.

Value Builder™ Fast Track Mastermind Peer Group

$3,995.00

Videos
Prior to each weekly call, you watch a short (typically 3-5 minutes) video on one of eight business drivers.

Value Builder™ Fast Track Mastermind Peer Group

You’ll learn how to leverage the 8 drivers to build value, increase offers, and exit or prepare for your succession on your timeline.

Fast Track delivers the Value Builder experience in an accelerated 8-week, virtual format.

Limited to 10 participants.

Date TBD

Held once a week for 8 consecutive weeks

What to Expect

You will master the Five Stages of Value Maturity through expert-led discussions, hands-on assessments, interactive Q&A sessions, and networking with other owners.

    • Learn how range of value is determined

    • Identify potential value in your business

    • Understand personal, financial and business aspects of planning

    • Types of risk including the 5Ds

    • Contingency planning

    • How to protect human capital

    • Strategies to build value

    • Intellectual capital and the 4 Cs

    • Determine priorities

    • Determine your readiness to exit

    • Review exit options

    • The Keep or Sell test

    • Estate planning

    • Personal financial planning

Succession & Exit Planning Discovery Group

Assess your personal, business, and financial readiness using the 5 Stages of Value Maturity.

A 6-week virtual program for owners who want to prepare to exit their business on their own terms. Plus, you’ll receive a business valuation!

Limited to 5 participants per group.

Date TBD

Held once every 2 weeks for 12 weeks via Zoom (6 total sessions).

Interested in joining?

Fill out the form below if you are interested in registering for our Succession and Exit Planning Discovery Group.

Succession & Exit Planning Discovery Group

$4,995.00