Do You Host Events for Trusted Advisors of SMB Owners?
My talks are filled with stories, insights and the challenges SMB Owners face around transitioning themselves and their businesses.
Who Should Attend?
1. Trusted Advisors currently serving small and medium-sized Business Owner clients.
2. Those who work directly for an SMB Owner.
3. Anyone who works for or advises medium or large companies trying to acquire SMB businesses.
What Topics Will Be Covered?
1. Understanding the mindset of Owners. How they think and feel about selling their company.
2. Helping Advisors to get the transition conversation started with Owners.
3. How Owners could and should increase the value of a business before selling. What is standing in the way.
4. Crucial steps necessary for a successful transition.
5. Selling a company for 2x or 3x the current value.
What Will Advisors Learn?
I'll take you inside the head of 'Family Business' Owners.
Advisors can be challenged to help Owners who are stuck on how to start transitioning their company and themselves. You can't help someone, in this kind of situation, until you really understand what is going on at their core.
Many Owners have good reason for delaying the inevitable. Advisors need to understand them and know what to do to overcome the many obstacles to a successful transition.
Make yourself even more valuable to your clients and make sure you have a seat at the table during and ideally after the transition process.
Transitions are rarely easy and usually a time consuming, frustrating experience for Sellers. An informed Advisor can help smooth out the process for both the Seller and their selling team.
In many cases, an Owner will come into way more money than they have pre-sale. A smart advisor wants to manage the current investments and the windfall to come.
Make your Advisors indispensable to their Clients.
For a taste of my presentation content and style watch the video below.
https://youtu.be/vKeONpVPKdo?si=8EdBLM2Yp3SyGqlr
To schedule a call click here calendly.com/ericgilboord
My talks are filled with stories, insights and the challenges SMB Owners face around transitioning themselves and their businesses.
Who Should Attend?
1. Trusted Advisors currently serving small and medium-sized Business Owner clients.
2. Those who work directly for an SMB Owner.
3. Anyone who works for or advises medium or large companies trying to acquire SMB businesses.
What Topics Will Be Covered?
1. Understanding the mindset of Owners. How they think and feel about selling their company.
2. Helping Advisors to get the transition conversation started with Owners.
3. How Owners could and should increase the value of a business before selling. What is standing in the way.
4. Crucial steps necessary for a successful transition.
5. Selling a company for 2x or 3x the current value.
What Will Advisors Learn?
I'll take you inside the head of 'Family Business' Owners.
Advisors can be challenged to help Owners who are stuck on how to start transitioning their company and themselves. You can't help someone, in this kind of situation, until you really understand what is going on at their core.
Many Owners have good reason for delaying the inevitable. Advisors need to understand them and know what to do to overcome the many obstacles to a successful transition.
Make yourself even more valuable to your clients and make sure you have a seat at the table during and ideally after the transition process.
Transitions are rarely easy and usually a time consuming, frustrating experience for Sellers. An informed Advisor can help smooth out the process for both the Seller and their selling team.
In many cases, an Owner will come into way more money than they have pre-sale. A smart advisor wants to manage the current investments and the windfall to come.
Make your Advisors indispensable to their Clients.
For a taste of my presentation content and style watch the video below.
https://youtu.be/vKeONpVPKdo?si=8EdBLM2Yp3SyGqlr
To schedule a call click here calendly.com/ericgilboord
