Learn How to Achieve Your Ideal Exit Strategy
Date: Weds., June 5, 8 a.m. to 10 a.m. PST
Location: McInnis Golf Course
350 Smith Ranch Rd., San Rafael, CA 94903
No matter where you are in your business, you need to prepare a solid exit strategy. To start, determine your ‘pot o’ gold’: are you working now to sell the business after achieving a certain revenue goal? Are you working now to leave a legacy for the next generation? Or something else? The bottom line is that business owners must achieve long-term financial goals, secure their future, and build an exit strategy.
This seminar, presented by Collaboration Business Consulting Founder Michael Gunther and Eckhoff Wealth Management Managing Partner Bruce Frankel, business owners will learn key strategies to prepare for exit, from stabilizing finances to creating a succession plan. It’s never too early to start planning; in fact, an exit plan is an essential part of your overall business strategy.
Who Should Attend: Business owners at any stage of the business lifecycle who want to secure the future of their company.
This is an invite-only program. Attendees will be surrounded by their peers in a roundtable-type format. This speaker series is for business owners and organization leaders who are seeking ways to augment their success by:
- Growing your business
- Strengthening your management team
- Driving results
Collaboration Business Consulting is a boutique management consulting firm that drives companies to create sustainable, profitable growth. By becoming trusted advisors, we focus on implementing solid management infrastructures and developing collaborative work environments which allow our clients to exceed their business goals.
Eckhoff Wealth Management, LLC and Eckhoff and Company are independent firms working together to provide a comprehensive tax, advisory and financial planning experience to clients throughout the San Francisco Bay Area. Our team of licensed, highly credentialed professionals are committed to a team-based approach that puts your needs front-and-center.
About the Speakers:
Michael Gunther is the founder and senior consultant at Collaboration Business Consulting. Michael has guided over 500 businesses to achieve growth, trained thousands of leaders and assisted nearly 300 businesses to get started. Dedicated to helping businesses grow, Michael is a master at providing solid information — not tips and tricks — to enhance the experience of attendees at his presentations and public speaking engagements.
Bruce Frankel, MBA, CFP®, CEPA® is managing partner of Eckhoff Wealth Management, LLC and author of the book The 7 Biggest Mistakes Made by Successful Entrepreneurs. He has extensive experience in finance, marketing, and operations across multiple industries and specializes in working with small- to mid-size business owners on complex business planning. Bruce leads a team dedicated to helping clients build, protect and manage their wealth so they can achieve an even greater impact on the people and causes they care deeply about.