Planning Value

Half Retire Master Class
2025-01-10 09:00 - 10:15 (America/Chicago)
Fine tuning your Picasso Work

Join the Masterclass for $250/mo (paid quarterly)

Half Retire: The Bridge Between Building Value and Preparing For Your No Regrets Exit. The New Way For Owners to Slow Motion Their Exit.
2025-01-09 10:00 - 11:00
presented by Thomas J. Jordan, MSFS, CEPA, CVBA on Thursday, January 9, 2025 at 10:00AM CDT
Learn about the Exit option that nobody talks about. My Half Retire webinar will show you how to convert working income to equity income, trim substantial time off your weekly work schedule and give you the freedom to pursue other interests while you still own the business. Yes….you will eventually exit your business. We all do. The Half Retire strategy paves the way for an unhurried, well planned and No Regrets exit. Here are a few testimonials and FAQ’s. https://planningvalue.com/success-stories/ https://planningvalue.com/half-retire-faqs/
If you register for this webinar and then decide to attend the
January 23rd Half-Retire Workshop, we will discount the fee to $500. A 50% savings!

The Freedom Workshop: ​​​​​​​Creating a Company That Can Thrive Without You
2024-12-17 10:00 - 12:00
​​​​​​​Give Us 2 Hours Of Your Time, We Give You Your Life Back

About The Webinar

The Freedom Workshop is an interactive, sleeves-rolled-up session, dedicated to getting you back on track to gaining the freedom you deserve as a business owner
YOU STARTED YOUR BUSINESS FOR THE FREEDOM………..
…that comes with running your own company. The freedom to earn what you deserve, and to work for whoever you want, when you want, from wherever you want.The challenge is that for many business owners the dream remains elusive. In fact, you may feel trapped in your business because:

You know more than anyone else in your company about your industry;
Your customers ask to deal with you personally;
You are involved in the building or creating of what you sell;
And you are your company’s best sales person.

​​​Workshop Overview
You’ll learn:

How to recognize when you’ve fallen into The Owner’s Trap and the steps to take to pull yourself out;
The three attributes of a scalable business model;
The eight factors that drive the value of your business;
The one kind of revenue that can triple the value of your business;
The six forms of sustainable recurring revenue;
The two essential elements of your marketing plan you need in order to avoid commoditization and costly price wars;
The one question you need to ask your customers to predict the likelihood that they will buy again in the future and refer you to others.
Please register below for the Freedom Workshop. This workshop is only offered twice a year, so don’t miss it!

We look forward to working with you on your journey to freedom and creating a company that can thrive without you!

The Freedom Workshop
2024-12-17 10:00 - 12:00
CREATING A COMPANY THAT CAN THRIVE WITHOUT YOU
YOU STARTED YOUR BUSINESS FOR THE FREEDOM
…that comes with running your own company. The freedom to earn what you deserve, and to work for whoever you want, when you want, from wherever you want. The challenge is that, for many business owners, the dream remains elusive. In fact, you may feel trapped in your business because:

You know more than anyone else in your company about your industry.
Your customers ask to deal with you personally.
You are involved in the building or creating of what you sell.
You are your company’s best salesperson.

The Freedom Workshop is an interactive, sleeves-rolled-up session dedicated to getting you back on track to gaining the freedom you deserve as a business owner. You’ll learn:

How to recognize when you’ve fallen into The Owner’s Trap and the steps to take to pull yourself out.
The three attributes of a scalable business model.
The eight factors that drive the value of your business.
The one kind of revenue that can triple the value of your business.
The six forms of sustainable recurring revenue.
The two essential elements of your marketing plan you need in order to avoid commoditization and costly price wars.
The one question you need to ask your customers to predict the likelihood that they will buy again in the future and refer you to others.

Space is limited to 15 business owners

Half Retire Master Class
2024-12-06 09:00 - 10:15
We will discuss how to introduce innovative KPI’s to employees that report to your key people.
Join the Masterclass for $250/mo (paid quarterly)

Half Retire Master Class
2024-11-08 09:00 - 10:15
Take a deeper dive into F.E.V.E.R, Fractionalization, Efficiency, Virtualization, Eliminate, Rethink.
One of our graduates will share a personal story of how she transformed the FEVER theory into practical steps that lead to a 10 hour per week reduction of Hairballs.
Join the Masterclass for $250/mo (paid quarterly)

Half Retire Workshop
2024-10-24 09:00 - 11:00, 2024-08-29 09:00 - 11:00, 2024-05-09 09:00 - 11:00, 2024-03-14 09:00 - 11:00 | Virtual
6 Weekly Sessions
Workshop Overview

Expert lead weekly sessions
Step-by-step process to successful outcome
Weekly Action Guide to simplify next steps

What you can expect:

Radically cut your workload and stress
Shift from hard earned income to equity income
Feel more secure
Reignite your passion
Enjoy all the benefits of Half Retirement

Every Week:

Expert lead group training, discussion, and action session
Implementation steps to transform your business
Win back your time, work life balance, and passion

Half-Retirement is a completely different approach to both exit planning and creating a smoother-running business. Instead of working to create only better systems, it takes a more holistic approach with the express goal of radically reducing the owner’s work time, and rethinks everything about the business from the ground up. As you can imagine, this requires some investment of time and attention on the owner’s part, but the results are more than worth it.
The Half-Retire Workshop Series (6 Weekly Sessions)
presented by Thomas J. Jordan, MSFS, CEPA, CVBA and Exodus Complink LLC

Half Retire Workshop
2024-07-03 09:00 - 11:00 | Virtual
6 Weekly Sessions – First session is Wednesday July 3, then Thursdays
Workshop Overview

Expert lead weekly sessions
Step-by-step process to successful outcome
Weekly Action Guide to simplify next steps

What you can expect:

Radically cut your workload and stress
Shift from hard earned income to equity income
Feel more secure
Reignite your passion
Enjoy all the benefits of Half Retirement

Every Week:

Expert lead group training, discussion, and action session
Implementation steps to transform your business
Win back your time, work life balance, and passion

Half-Retirement is a completely different approach to both exit planning and creating a smoother-running business. Instead of working to create only better systems, it takes a more holistic approach with the express goal of radically reducing the owner’s work time, and rethinks everything about the business from the ground up. As you can imagine, this requires some investment of time and attention on the owner’s part, but the results are more than worth it.
The Half-Retire Workshop Series (6 Weekly Sessions)
presented by Thomas J. Jordan, MSFS, CEPA, CVBA and Exodus Complink LLC

To A Business Owner Delegation Is An Entrepreneurial Myth
2024-06-18 10:00 - 10:45 | Virtual
About The Webinar

Every business owner understands the importance of delegation. Unfortunately, the same skills that make for a great entrepreneur (independence, determination, and drive) make for a poor delegator.
Interestingly, delegation is a skill that is useful throughout an entrepreneur’s career and crucial as the owner transitions to Half Retire and eventually the final exit.
You never stop delegating. When you first started your business your delegation may be as simple as outsourcing typing or phone calls. By the end of your career, you will be delegating million-dollar decisions.
Many entrepreneurs are victims of “Delegation Frustration.” Delegation Frustration occurs over time. The entrepreneur repeatedly attempts to delegate work to trusted employees, only to be disappointed in the result. After many failed attempts at delegating, the entrepreneur gives up. Typically it becomes, “It’s just easier to do it myself.” In the short term, it may be easier to do it yourself. However, doing it yourself
will imprison you to your current work. This belief is simply wrong and is based on these ideas:

They don’t do it as well as me.
They don’t do it as fast as me
They can’t finish it on my timetable
It’s hard for them to understand what I want

Delegation is seen as a hassle rather than a valuable tool. After working with entrepreneurs for decades, I discovered a delegation secret. The best delegators have a trick: It’s called 98/2 Delegation Fractualization.
I want to share my 25+ years of frontline experience with working with over 400 business owners and how they solved this perplexing problem.
DELEGATION IS AN ENTREPRENEURIAL MYTH
What you probably consider to be delegation is a myth. By a myth, we mean impossible. Independent business owners are naturally lousy delegators. What makes you a great natural entrepreneur also makes you a lousy delegator. Because delegation is diffcult and not natural for most owners, many like to do “all or nothing” or “100% delegation.” This type of total delegation assigns all aspects of the project or task to the employee. It sounds something like: “All I know is that I am not
going to do this; you are.”

Join me for 45 minutes on June 18th at 10am cst as I discuss the greatest inhibitor to a business owner’s personal freedom and work/Life balance and discover the ideal solution by adopting the steps of the 98/2 Fractionalization Delegation Methodology. Please Register below.

Keep Your Business and Half Retire: An Unexamined Exit Option
2024-04-10 10:00 - 11:00
presented by Thomas J. Jordan, MSFS, CEPA, CVBA on Wednesday, April 10, 2024 10:00 AM CDT
Many business owners don’t want to fully-retire; they’d be bored. They’d miss their work relationships and worry how they would maintain their lifestyle if they sold their business. There’s no need to feel that pit in your stomach when you think about how you’ll exit your business. You don’t have to feel this way!
This webinar focuses on the stark realities that many business owners discovered all too soon. Their dreams of a 90 day close with an all cash and no earnout result turned out to be a unique event, not the norm.
In the exit planning world there are many options to consider for every owner as they begin to plan. The Half Retire option is rarely discussed nor considered. Until now. Join us for an action packed 45 minutes and discover a 6 stage planning path that very few business owners have ever seen.
If you prefer, sign up for a Free Half Retire Discovery Session first, and I will share some tips and advice on how to decide if Half Retire could be your exit strategy for the near future.
Schedule a Call TODAY to Learn More About the Workshop!

WEBINAR OBJECTIVES

The 44% Rule and why your business is worth MUCH more as a going concern
7 Mindsets you must adopt to successfully Half-Retire
The 6 steps to create a personal Half -Retire Blueprint
How business owners are keeping their income, ditching the stress and headaches, and working 2 half-days a week and taking month long vacations.

Don’t miss this action packed 45-minute webinar. It may change the way you are growing your company. After registering, you will receive a confirmation email containing information about joining the webinar. REGISTER NOW!
