Carson Wealth Management Lunch & Learn

Description

In this workshop we will calculate the Wealth Gap which is the difference between where you are and where you need to be for retirement. We introduce the 3 legs of Exit Planning. We will help you assess the:

A. Likelihood of achieving your Target Selling Price within your projected time frame.
B. "Gas in your tank" or your energy to reach your goal.  
C. Options for exiting your business and next steps. 
 
Agenda
5 Minutes - Get seated, introduction
45 Minutes - Workshop – Using the VAC to calculate the Wealth Gap. (We will ask the business owners to bring their laptops and I will share the Value Acceleration Calculator (VAC) with them so we can show them how to use it and how they can make the calculations using the VAC)
10 Minutes – Questions and Wrap-up

Preparation – Bring a Laptop and be connected to WiFi

Deliverables for all attendees:  Valuation Acceleration Tool

Reserve your spot below:
https://calendly.com/thomkhall/exit-planning-lunch-learn

Presented by Rick Krebs, CPA. Rick (aka the M&A Cowboy), is the co-founder of the EPI Utah Chapter of Exit Planners, the first group of its kind in Utah. He was nominated as the Exit Planning Institute’s Member of the Year for 2024 and is the founder of Business Sales Group, an M&A firm in Heber City, UT. Rick has been selling companies for 14 years. Rick is the author of "Sell Your Business By Design, Not By Default" and popular podcaster of "M&A Murders & Accusations: The Good The Bad and The Ugly of Selling Your Business". He is a Certified Exit Planning Advisor (CEPA)