Local Learn and Lead- Beyond the Bottom Line: Unlocking Business Value and Future

As business owners, our largest asset is often our business—but do we truly understand its value and how to prepare for our eventual exit? Whether planned or unexpected, exiting a business requires careful financial and personal preparation, yet many owners focus so much on day-to-day operations that they overlook these crucial steps. 

Join Rob Leavitt, an Edward Jones Financial Advisor for this interactive workshop, where he'll explore:

• Understanding Your Business Value – What is your company really worth? Is it sellable now, and if not, what strategic changes can increase its value?
• Bridging the Financial Gap – How much do you need post-exit to maintain your desired lifestyle? If you’re not on track, what steps can you take now to close the gap?
• Redefining Your Future – After years of letting your business define you, how can you transition smoothly into retirement or your next chapter?

Don’t leave your business’s future—and your own—up to chance. Gain the insights and strategies you need to make the most of your business and secure the future you envision.