Thursday, January 12, 2017
10 a.m. PST | 1 p.m. EST

Understanding Valuation Principles

Speaker: Dale Richards, CEO, Excel Management Systems, Inc.

Understanding Valuation Theory is critical for any CEO to identify business value and how to increase it. Dale Richards has 15+ years' certified valuation analysis and reporting experience. He has proprietary performance analysis tools that help identify financial and operational areas for improved performance, higher value and increased profitability. Implementation of Dale's concepts has improved performance, value and profits by hundreds of percents.

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Tuesday, March 21, 2017
10 a.m. PDT | 1 p.m. EDT

7 Steps to Achieve Exit Success When You Share Ownership in Your Company

Speaker: Patrick Ungashick, CEO, NAVIX

The image of the business owner alone at the top is a myth. About 70 percent of privately-held businesses in the United States have more than one owner. Put two or more business co-owners together, and it is virtually inevitable that they will have different exit goals. For example, one co-owner wants to exit sooner; another wants to exit later. One wants to sell the business; another wants to pass it down to his or her children. One needs more money at exit to be happy; another needs less. Sometimes the different exit goals are only partially or marginally conflicting. In many situations, however, the co-owners’ different exit goals are incompatible, meaning the pursuit and fulfillment of one co-owner’s goals will undermine or block another co-owner from achieving his goals.

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