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CREATED:20241009T011148Z
LAST-MODIFIED:20241010T015813Z
UID:1668-1750154400-1750161600@planningvalue.com
SUMMARY:The Freedom Workshop
DESCRIPTION:CREATING A COMPANY THAT CAN THRIVE WITHOUT YOU\nYOU STARTED YOUR BUSINESS FOR THE FREEDOM\n…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: \n\nYou know more than anyone else in your company about your industry.\nYour customers ask to deal with you personally.\nYou are involved in the building or creating of what you sell.\nYou are your company’s best salesperson.\n\nThe 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: \n\nHow to recognize when you’ve fallen into The Owner’s Trap and the steps to take to pull yourself out.\nThe three attributes of a scalable business model.\nThe eight factors that drive the value of your business.\nThe one kind of revenue that can triple the value of your business.\nThe six forms of sustainable recurring revenue.\nThe two essential elements of your marketing plan you need in order to avoid commoditization and costly price wars.\nThe 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.\n\nSpace is limited to 15 business owners
URL:https://planningvalue.com/event/the-freedom-workshop-2/
CATEGORIES:Freedom Workshop
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250709T100000
DTEND;TZID=America/Chicago:20250709T110000
DTSTAMP:20250630T165524Z
CREATED:20250630T165426Z
LAST-MODIFIED:20250630T165524Z
UID:1725-1752055200-1752058800@planningvalue.com
SUMMARY:The Half Retire Webinar for Business Owners: Keep your Business\, Ditch the Stress
DESCRIPTION:presented by Thomas J. Jordan\, MSFS\, CEPA\, CVBA on Wednesday\, July 9th\, 2025 at 10:00AM CDT \nLearn about the Exit option that nobody talks about. This 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. \nWhat is Half Retire?\n​​​​​​​What is a Slow Motion Exit?​​​​​​​\n​​​​​​​Should a Business Owner Care?​​​​​​​ \nHalf-Retire is a completely different approach to both exit planning and creating a smoother-running business. \nInstead 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. \n​​​​​​​How Does A Business Owner do It? \nFirst\, a Half Retire Blueprint is established. The elements of the Half-Retire Blueprint offers a transformative journey tailored to redefine success in your business. It begins with a meticulous remapping of your mindset and a focus on your Picasso Work — the core activities that drive your business forward. Through streamlined time management\, effective 98/2 fractional delegation\, and data-driven insights\, we empower you to redefine what your work life looks like. Many of my business owner clients call it the “Slow Motion Exit” or the bridge between the season of a full throttle building of your business and laying the groundwork for a successful\, No Regrets exit. \nCOMING JULY 24\, 2025\nHALF-RETIRE WORKSHOP \nRegister now for our Half-Retire Workshop. Seating is limited. Our usual fee for the Workshop is $999. If you register for this webinar and then decide to attend the Workshop we will discount the fee to $500.  A 50% savings! \nIf 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. \nSchedule a Call TODAY to Learn More About the Workshop!
URL:https://planningvalue.com/event/the-half-retire-webinar-for-business-owners-keep-your-business-ditch-the-stress/
CATEGORIES:Free Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250724T090000
DTEND;TZID=America/Chicago:20250724T110000
DTSTAMP:20250630T165823Z
CREATED:20240907T002917Z
LAST-MODIFIED:20250630T165823Z
UID:1643-1753347600-1753354800@planningvalue.com
SUMMARY:Half Retire Workshop
DESCRIPTION:6 Weekly Sessions \nWorkshop Overview \n\nExpert lead weekly sessions\nStep-by-step process to successful outcome\nWeekly Action Guide to simplify next steps\n\nWhat you can expect: \n\nRadically cut your workload and stress\nShift from hard earned income to equity income\nFeel more secure\nReignite your passion\nEnjoy all the benefits of Half Retirement\n\nEvery Week: \n\nExpert lead group training\, discussion\, and action session\nImplementation steps to transform your business\nWin back your time\, work life balance\, and passion\n\nHalf-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. \nThe Half-Retire Workshop Series (6 Weekly Sessions)\npresented by Thomas J. Jordan\, MSFS\, CEPA\, CVBA and Exodus Complink LLC
URL:https://planningvalue.com/event/half-retire-workshop-3/
LOCATION:Virtual
CATEGORIES:Half Retire Workshop
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20251016T090000
DTEND;TZID=America/Chicago:20251016T110000
DTSTAMP:20250721T141037Z
CREATED:20240907T002936Z
LAST-MODIFIED:20250721T141037Z
UID:1644-1760605200-1760612400@planningvalue.com
SUMMARY:Half Retire Workshop
DESCRIPTION:6 Weekly Sessions \nWorkshop Overview \n\nExpert lead weekly sessions\nStep-by-step process to successful outcome\nWeekly Action Guide to simplify next steps\n\nWhat you can expect: \n\nRadically cut your workload and stress\nShift from hard earned income to equity income\nFeel more secure\nReignite your passion\nEnjoy all the benefits of Half Retirement\n\nEvery Week: \n\nExpert lead group training\, discussion\, and action session\nImplementation steps to transform your business\nWin back your time\, work life balance\, and passion\n\nHalf-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. \nThe Half-Retire Workshop Series (6 Weekly Sessions)\npresented by Thomas J. Jordan\, MSFS\, CEPA\, CVBA and Exodus Complink LLC
URL:https://planningvalue.com/event/half-retire-workshop-4/
LOCATION:Virtual
CATEGORIES:Half Retire Workshop
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20251217T090000
DTEND;TZID=America/Chicago:20251217T103000
DTSTAMP:20251114T161629Z
CREATED:20241009T011209Z
LAST-MODIFIED:20251114T161629Z
UID:1670-1765962000-1765967400@planningvalue.com
SUMMARY:The Freedom Workshop
DESCRIPTION:CREATING A COMPANY THAT CAN THRIVE WITHOUT YOU\nYOU STARTED YOUR BUSINESS FOR THE FREEDOM\n…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: \n\nYou know more than anyone else in your company about your industry.\nYour customers ask to deal with you personally.\nYou are involved in the building or creating of what you sell.\nYou are your company’s best salesperson.\n\nThe 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: \n\nHow to recognize when you’ve fallen into The Owner’s Trap and the steps to take to pull yourself out.\nThe three attributes of a scalable business model.\nThe eight factors that drive the value of your business.\nThe one kind of revenue that can triple the value of your business.\nThe six forms of sustainable recurring revenue.\nThe two essential elements of your marketing plan you need in order to avoid commoditization and costly price wars.\nThe 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.\n\nSpace is limited to 15 business owners
URL:https://planningvalue.com/event/the-freedom-workshop-3/
CATEGORIES:Freedom Workshop
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260130T090000
DTEND;TZID=America/Chicago:20260130T103000
DTSTAMP:20251114T162033Z
CREATED:20251114T162000Z
LAST-MODIFIED:20251114T162033Z
UID:1770-1769763600-1769769000@planningvalue.com
SUMMARY:Exit With No Regrets Workshop
DESCRIPTION:Are you one of the 75% of business owners who will profoundly regret selling their business within a year after exiting? Or will you join the elite 25% who exit on their own terms\, with complete control\, maximum value\, and zero regrets? If you are looking for a highbrow webinar on theory and academic analysis\, this workshop is not for you. My Exit With No Regrets Workshop will give you a down to earth\, step by step action plan on how to avoid exit regret. And best of all the action plan you leave with will be simple and straight forward. \nIn the next 10-15 years\, over 12 million businesses will be sold\, yet only 20% will successfully transition. My Workshop will reveal my proprietary three-step approach—The Exit Readiness Trilogy™—to ensure you’re on the winning side of that statistic.\n\nIn our time together\, you will learn:\n\n\nA clear system on building value as seen through the eyes of a buyer. The Value Builder System™ that has helped businesses receive qualified offers 7.1 times higher than average-scoring companies\nThe revolutionary Slow Motion Exit™ strategy that allows you to “half-retire” while still maintaining income\, benefits\, perks and most importantly control\nThe Business Continuity safeguard – Protect against the “5 Dreaded Ds” that can destroy your business value overnight and force an unplanned exit\nHow to reduce the dependency of the business on your day to day presence. We call this OwnerCentricity\nThe Pathway to Clarity™ process that aligns your personal\, business\, and financial goals for a seamless transition\n\nMy Workshop demystifies the complexities of exit readiness planning with real-world examples of business owners who transformed their exits from potential disasters into remarkable success stories. One client in less than 3 years increased his business’s value from $7.5 million to $13.5 million simply by implementing strategies from this workshop. \nWhether you’re planning to sell or pass it on to the Kids in six months or sixteen years\, we give you a practical roadmap to maximize your business value with what you already have\, prepare for unexpected disruptions\, fix what’s broken and create a transition plan that serves your life goals. As Exit Readiness experts our Workshop gets you ready to be the best you can be when you hire your broker or M&A advisor. (we don’t do that) This Workshop is for business owners who want more from their exit—who want to fully enjoy the rewards of their entrepreneurial journey and preserve their legacy\, By the time you finish the Workshop\, you will have a clear picture of what you need to do before taking your business to market\, or transitioning it to family or key people.\n\nDon’t leave the biggest financial transaction of your life to chance. Start your journey toward an Exit With No Regrets Today.
URL:https://planningvalue.com/event/exit-with-no-regrets-workshop/
CATEGORIES:Exit with No Regrets Workshop
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260227T090000
DTEND;TZID=America/Chicago:20260227T110000
DTSTAMP:20260216T134634Z
CREATED:20251114T155137Z
LAST-MODIFIED:20260216T134634Z
UID:1756-1772182800-1772190000@planningvalue.com
SUMMARY:Half Retire Workshop
DESCRIPTION:The Half-Retire Workshop Series (6 Weekly Sessions)\npresented by Thomas J. Jordan\, MSFS\, CEPA\, CVBA and Exodus Complink LLC\n			What You Will Get			\n				Training\, tools\, coaching\, and team needed to make Half-Retirement a reality \n	\n						\n		Half-Retire TrainingSix expert-lead sessions to teach you the blueprint and steps to Half-Retire 				\n		DiagnosticPinpoints your problem areas impeding Half-Retirement 				\n		Workbook100+ page reference guide chock full of exercises\, cheat sheets\, and more 				\n		ReplaysAll sessions are available on as on-demand learning and live sessions are also recorded 				\n		SoftwareCut your workload with the help of our software 	\n	\n						\n		Best PracticesAugment the training by borrowing best practices from existing Half-Retirees 				\n		Tips SeriesReceive our Insider Tips series delivered to your mailbox monthly for one year 				\n		Bonus ChapterGet this valuable addition to the book 				\n		Spouses Guide100’s of hacks\, best practices\, cheat sheets and more to speed your Half-Retirement 	\n\n				\n	\n	Many business owners feel the only way to monetize their decades of hard work building their businesses is to sell them. For some\, selling the business may be the best way to create wealth\, but for others\, selling an income-producing asset for less than it’s worth is a bad idea.If you had an asset that paid a 33% annual return\, would you sell it? Probably not-\, but if you sell your business\, that’s what you are doing. Most businesses sell for about three times annual earnings. You might be a much better investor than me\, but that’s a tough return to get in the stock market.\nSo why would any business owner sell a 33% return asset only to switch it to a 5% return asset? Frustration! Stocks and bonds do not require putting up with the headaches of owning a business\, so owners take a lousy deal like it’s an aspirin. \nThere is another way – Half-Retirement\nWe define Half-Retirement as working two half-days a week doing only the work you enjoy\, offloading the work you don’t enjoy\, and keeping your income in perpetuity. It takes some effort to get from where you are today to Half-Retired\, but ask yourself\, “If I could work only two half-days a week\, would I sell the business?” If the answer is “no\,” then consider Half-Retirement.\nIn order to Half-Retire\, you will need to change the way your business is run. If you are like most business owners\, you are a vital cog in the gears that run the business. You will need to slowly remove the businesses’ dependence upon your “work” and shift it to dependence upon your wisdom and expertise. This shift will require: \n\nA shift in your mindset from working-owner to equity-owner\nA shift from an owner-centric business to an employee-centric business\nA shift from people-based systems to operational systems\nA bullet-proof daily methodology to protect your money\nYour willingness to find enjoyment outside your business\n\nHow to Half-Retire\nHalf-Retirement isn’t easy\, but it’s incredibly rewarding. Imagine doing only the work you enjoy\, ditching the work you hate\, keeping your income\, and keeping the business asset. Pulling off Half-Retirement can dramatically alter your financial future. See the math for yourself.\n	Workshop Overview \n\nExpert lead weekly sessions\nStep-by-step process to successful outcome\nWeekly Action Guide to simplify next steps\n\nWhat you can expect: \n\nRadically cut your workload and stress\nShift from hard earned income to equity income\nFeel more secure\nReignite your passion\nEnjoy all the benefits of Half Retirement\n\nEvery Week: \n\nExpert lead group training\, discussion\, and action session\nImplementation steps to transform your business\nWin back your time\, work life balance\, and passion
URL:https://planningvalue.com/event/half-retire-workshop-feb-26/
LOCATION:Virtual
CATEGORIES:Half Retire Workshop
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260327T100000
DTEND;TZID=America/Chicago:20260327T113000
DTSTAMP:20260228T131207Z
CREATED:20251114T155418Z
LAST-MODIFIED:20260228T131207Z
UID:1762-1774605600-1774611000@planningvalue.com
SUMMARY:The Freedom Workshop
DESCRIPTION:CREATING A COMPANY THAT CAN THRIVE WITHOUT YOU\nYOU STARTED YOUR BUSINESS FOR THE FREEDOM\n…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: \n\nYou know more than anyone else in your company about your industry.\nYour customers ask to deal with you personally.\nYou are involved in the building or creating of what you sell.\nYou are your company’s best salesperson.\n\nThe 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: \n\nHow to recognize when you’ve fallen into The Owner’s Trap and the steps to take to pull yourself out.\nThe three attributes of a scalable business model.\nThe eight factors that drive the value of your business.\nThe one kind of revenue that can triple the value of your business.\nThe six forms of sustainable recurring revenue.\nThe two essential elements of your marketing plan you need in order to avoid commoditization and costly price wars.\nThe 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.\n\nSpace is limited to 15 business owners
URL:https://planningvalue.com/event/the-freedom-workshop-march-26/
CATEGORIES:Freedom Workshop
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260430T100000
DTEND;TZID=America/Chicago:20260430T113000
DTSTAMP:20260228T131231Z
CREATED:20260228T130728Z
LAST-MODIFIED:20260228T131231Z
UID:1792-1777543200-1777548600@planningvalue.com
SUMMARY:The Art of Selling Your Business… When You are Ready Workshop
DESCRIPTION:How to Punch Above Your Weight in the Negotiations\npresented by Thomas J. Jordan\, MSFS\, CEPA\, CVBA \nThe Art of Selling Your Business Workshop is designed to level the playing field for owners on the eve of selling (3-5 years) or transitioning their business. The 90 minutes we spend together will guide you through the process of selling your business\, covering key considerations\, strategies\, and preparations needed for a successful exit. Note: Over 75% of owners surveyed 1 year after their exit\, express regrets. This workshop is designed to prepare you to be a No Regrets Owner. \n\nThings to Consider Before Putting Your Business on the Market: \n\nUnderstand the importance of timing when selling a business; the best time is during a winning streak.\nHow to prepare all necessary documentation\, including legal\, financial\, sales\, and HR records\, to facilitate a smooth sale process.\nWhen to engage professionals for pre-diligence services to ensure compliance and readiness for buyer inquiries.\nHow to Measure the Pros and Cons of selling to a third party or transitioning the business to kids or key people\n\nHow to Build Your Negotiating Leverage: \n\nHow to control the negotiation process by asking strategic questions that begin with “what” to gather insights from potential acquirers.\nWhy is Identifying and listing companies that are actively acquiring in your industry and how to position your business effectively.\nUnderstand the three types of acquirers: individual investors\, private equity groups\, and strategic acquirers\, and tailor your pitch accordingly.\n\nHow to Attract Buyers Without Appearing Desperate: \n\nLearn how to create a “teaser” document that provides an anonymous overview of your business\, highlighting its strengths and financial performance.\nWhen to include financial highlights such as revenue\, growth rates\, and unique investment opportunities to attract interest.\nHow to clearly state your goals for the transaction\, whether it’s a full sale or a minority interest for growth funding.\n\nWriting a Confidential Information Memorandum (CIM) \n\nHow to properly detail your business operations\, unique selling propositions\, and competitive advantages in the CIM.\nHow to Provide financial statements\, including adjusted Profit & Loss for the last three years and projections for the next two years and still keep things anonymous.\nWhy Describing your customer base and management team\, emphasizing their capabilities and the potential benefit to an acquirer is a crucial step.\n\n\nLearn more about the workshop by scheduling a call HERE. \nStructuring the Sale and Negotiation: Punching Above your Weight \n\nLearn about the various transaction structures\, such as earnouts\, consulting roles\, or retaining equity\, to attract a wider range of buyers.\nList potential intermediaries and M&A lawyers\, weighing the pros and cons of each to ensure effective representation.\nConsider adjustments to your financial statements to present a more favorable picture to potential buyers.\n\nPreparing for the Sale Process: \n\nSeparate employees into categories based on when they will be informed about the sale to manage confidentiality.\nReflect on your motivations for selling and ensure you are comfortable with the decision to exit your business.\nKnow the differences between being personally ready to Exit and Financially ready\n\nTom Jordan\, MSFS\, CEPA\, CVBA\nWorkshop Host: \nI am an Exit Readiness Integrator and the Creator of The Exit Readiness Trilogy I solve the #1 problem that business owners face: How to slow down\, work less\, continue to build transferable value and thoughtfully develop the ideal exit strategy in their timeframe and with full control. With over 25 years of frontline experience working with business owners I bring a unique perspective to the exit planning journey for the serious business owner.​​​
URL:https://planningvalue.com/event/the-art-of-selling-your-business-when-you-are-ready-workshop/
CATEGORIES:The Art of Selling Your Business
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260526T100000
DTEND;TZID=America/Chicago:20260526T113000
DTSTAMP:20260228T131256Z
CREATED:20251114T160034Z
LAST-MODIFIED:20260228T131256Z
UID:1771-1779789600-1779795000@planningvalue.com
SUMMARY:Exit With No Regrets Workshop
DESCRIPTION:Are you one of the 75% of business owners who will profoundly regret selling their business within a year after exiting? Or will you join the elite 25% who exit on their own terms\, with complete control\, maximum value\, and zero regrets? If you are looking for a highbrow webinar on theory and academic analysis\, this workshop is not for you. My Exit With No Regrets Workshop will give you a down to earth\, step by step action plan on how to avoid exit regret. And best of all the action plan you leave with will be simple and straight forward. \nIn the next 10-15 years\, over 12 million businesses will be sold\, yet only 20% will successfully transition. My Workshop will reveal my proprietary three-step approach—The Exit Readiness Trilogy™—to ensure you’re on the winning side of that statistic.\n\nIn our time together\, you will learn:\n\n\nA clear system on building value as seen through the eyes of a buyer. The Value Builder System™ that has helped businesses receive qualified offers 7.1 times higher than average-scoring companies\nThe revolutionary Slow Motion Exit™ strategy that allows you to “half-retire” while still maintaining income\, benefits\, perks and most importantly control\nThe Business Continuity safeguard – Protect against the “5 Dreaded Ds” that can destroy your business value overnight and force an unplanned exit\nHow to reduce the dependency of the business on your day to day presence. We call this OwnerCentricity\nThe Pathway to Clarity™ process that aligns your personal\, business\, and financial goals for a seamless transition\n\nMy Workshop demystifies the complexities of exit readiness planning with real-world examples of business owners who transformed their exits from potential disasters into remarkable success stories. One client in less than 3 years increased his business’s value from $7.5 million to $13.5 million simply by implementing strategies from this workshop. \nWhether you’re planning to sell or pass it on to the Kids in six months or sixteen years\, we give you a practical roadmap to maximize your business value with what you already have\, prepare for unexpected disruptions\, fix what’s broken and create a transition plan that serves your life goals. As Exit Readiness experts our Workshop gets you ready to be the best you can be when you hire your broker or M&A advisor. (we don’t do that) This Workshop is for business owners who want more from their exit—who want to fully enjoy the rewards of their entrepreneurial journey and preserve their legacy\, By the time you finish the Workshop\, you will have a clear picture of what you need to do before taking your business to market\, or transitioning it to family or key people.\n\nDon’t leave the biggest financial transaction of your life to chance. Start your journey toward an Exit With No Regrets Today.
URL:https://planningvalue.com/event/exit-with-no-regrets-workshop-may-26/
CATEGORIES:Exit with No Regrets Workshop
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260626T100000
DTEND;TZID=America/Chicago:20260626T113000
DTSTAMP:20260228T131328Z
CREATED:20251114T155452Z
LAST-MODIFIED:20260228T131328Z
UID:1764-1782468000-1782473400@planningvalue.com
SUMMARY:The Freedom Workshop
DESCRIPTION:CREATING A COMPANY THAT CAN THRIVE WITHOUT YOU\nYOU STARTED YOUR BUSINESS FOR THE FREEDOM\n…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: \n\nYou know more than anyone else in your company about your industry.\nYour customers ask to deal with you personally.\nYou are involved in the building or creating of what you sell.\nYou are your company’s best salesperson.\n\nThe 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: \n\nHow to recognize when you’ve fallen into The Owner’s Trap and the steps to take to pull yourself out.\nThe three attributes of a scalable business model.\nThe eight factors that drive the value of your business.\nThe one kind of revenue that can triple the value of your business.\nThe six forms of sustainable recurring revenue.\nThe two essential elements of your marketing plan you need in order to avoid commoditization and costly price wars.\nThe 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.\n\nSpace is limited to 15 business owners
URL:https://planningvalue.com/event/the-freedom-workshop-june-26/
CATEGORIES:Freedom Workshop
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260730T100000
DTEND;TZID=America/Chicago:20260730T113000
DTSTAMP:20260228T131102Z
CREATED:20260228T130922Z
LAST-MODIFIED:20260228T131102Z
UID:1795-1785405600-1785411000@planningvalue.com
SUMMARY:The Art of Selling Your Business… When You are Ready Workshop
DESCRIPTION:How to Punch Above Your Weight in the Negotiations\npresented by Thomas J. Jordan\, MSFS\, CEPA\, CVBA \nThe Art of Selling Your Business Workshop is designed to level the playing field for owners on the eve of selling (3-5 years) or transitioning their business. The 90 minutes we spend together will guide you through the process of selling your business\, covering key considerations\, strategies\, and preparations needed for a successful exit. Note: Over 75% of owners surveyed 1 year after their exit\, express regrets. This workshop is designed to prepare you to be a No Regrets Owner. \n\nThings to Consider Before Putting Your Business on the Market: \n\nUnderstand the importance of timing when selling a business; the best time is during a winning streak.\nHow to prepare all necessary documentation\, including legal\, financial\, sales\, and HR records\, to facilitate a smooth sale process.\nWhen to engage professionals for pre-diligence services to ensure compliance and readiness for buyer inquiries.\nHow to Measure the Pros and Cons of selling to a third party or transitioning the business to kids or key people\n\nHow to Build Your Negotiating Leverage: \n\nHow to control the negotiation process by asking strategic questions that begin with “what” to gather insights from potential acquirers.\nWhy is Identifying and listing companies that are actively acquiring in your industry and how to position your business effectively.\nUnderstand the three types of acquirers: individual investors\, private equity groups\, and strategic acquirers\, and tailor your pitch accordingly.\n\nHow to Attract Buyers Without Appearing Desperate: \n\nLearn how to create a “teaser” document that provides an anonymous overview of your business\, highlighting its strengths and financial performance.\nWhen to include financial highlights such as revenue\, growth rates\, and unique investment opportunities to attract interest.\nHow to clearly state your goals for the transaction\, whether it’s a full sale or a minority interest for growth funding.\n\nWriting a Confidential Information Memorandum (CIM) \n\nHow to properly detail your business operations\, unique selling propositions\, and competitive advantages in the CIM.\nHow to Provide financial statements\, including adjusted Profit & Loss for the last three years and projections for the next two years and still keep things anonymous.\nWhy Describing your customer base and management team\, emphasizing their capabilities and the potential benefit to an acquirer is a crucial step.\n\n\nLearn more about the workshop by scheduling a call HERE. \nStructuring the Sale and Negotiation: Punching Above your Weight \n\nLearn about the various transaction structures\, such as earnouts\, consulting roles\, or retaining equity\, to attract a wider range of buyers.\nList potential intermediaries and M&A lawyers\, weighing the pros and cons of each to ensure effective representation.\nConsider adjustments to your financial statements to present a more favorable picture to potential buyers.\n\nPreparing for the Sale Process: \n\nSeparate employees into categories based on when they will be informed about the sale to manage confidentiality.\nReflect on your motivations for selling and ensure you are comfortable with the decision to exit your business.\nKnow the differences between being personally ready to Exit and Financially ready\n\nTom Jordan\, MSFS\, CEPA\, CVBA\nWorkshop Host: \nI am an Exit Readiness Integrator and the Creator of The Exit Readiness Trilogy I solve the #1 problem that business owners face: How to slow down\, work less\, continue to build transferable value and thoughtfully develop the ideal exit strategy in their timeframe and with full control. With over 25 years of frontline experience working with business owners I bring a unique perspective to the exit planning journey for the serious business owner.​​​
URL:https://planningvalue.com/event/the-art-of-selling-your-business-when-you-are-ready-workshop-2/
CATEGORIES:The Art of Selling Your Business
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260828T100000
DTEND;TZID=America/Chicago:20260828T113000
DTSTAMP:20260228T131357Z
CREATED:20251114T155219Z
LAST-MODIFIED:20260228T131357Z
UID:1758-1787911200-1787916600@planningvalue.com
SUMMARY:Half Retire Workshop
DESCRIPTION:The Half-Retire Workshop Series (6 Weekly Sessions)presented by Thomas J. Jordan\, MSFS\, CEPA\, CVBA and Exodus Complink LLC \nWhat You Will Get\nTraining\, tools\, coaching\, and team needed to make Half-Retirement a reality \n\n\nHalf-Retire TrainingSix expert-lead sessions to teach you the blueprint and steps to Half-Retire \n\n\nDiagnosticPinpoints your problem areas impeding Half-Retirement \n\n\nWorkbook100+ page reference guide chock full of exercises\, cheat sheets\, and more \n\n\nReplaysAll sessions are available on as on-demand learning and live sessions are also recorded \n\n\nSoftwareCut your workload with the help of our software \n\n\n\n\nBest PracticesAugment the training by borrowing best practices from existing Half-Retirees \n\n\nTips SeriesReceive our Insider Tips series delivered to your mailbox monthly for one year \n\n\nBonus ChapterGet this valuable addition to the book \n\n\nSpouses Guide100’s of hacks\, best practices\, cheat sheets and more to speed your Half-Retirement \n\n\n\nMany business owners feel the only way to monetize their decades of hard work building their businesses is to sell them. For some\, selling the business may be the best way to create wealth\, but for others\, selling an income-producing asset for less than it’s worth is a bad idea.If you had an asset that paid a 33% annual return\, would you sell it? Probably not-\, but if you sell your business\, that’s what you are doing. Most businesses sell for about three times annual earnings. You might be a much better investor than me\, but that’s a tough return to get in the stock market. \nSo why would any business owner sell a 33% return asset only to switch it to a 5% return asset? Frustration! Stocks and bonds do not require putting up with the headaches of owning a business\, so owners take a lousy deal like it’s an aspirin. \nThere is another way – Half-RetirementWe define Half-Retirement as working two half-days a week doing only the work you enjoy\, offloading the work you don’t enjoy\, and keeping your income in perpetuity. It takes some effort to get from where you are today to Half-Retired\, but ask yourself\, “If I could work only two half-days a week\, would I sell the business?” If the answer is “no\,” then consider Half-Retirement. \nIn order to Half-Retire\, you will need to change the way your business is run. If you are like most business owners\, you are a vital cog in the gears that run the business. You will need to slowly remove the businesses’ dependence upon your “work” and shift it to dependence upon your wisdom and expertise. This shift will require: \n\nA shift in your mindset from working-owner to equity-owner\nA shift from an owner-centric business to an employee-centric business\nA shift from people-based systems to operational systems\nA bullet-proof daily methodology to protect your money\nYour willingness to find enjoyment outside your business\n\nHow to Half-RetireHalf-Retirement isn’t easy\, but it’s incredibly rewarding. Imagine doing only the work you enjoy\, ditching the work you hate\, keeping your income\, and keeping the business asset. Pulling off Half-Retirement can dramatically alter your financial future. See the math for yourself. \nWorkshop Overview \n\nExpert lead weekly sessions\nStep-by-step process to successful outcome\nWeekly Action Guide to simplify next steps\n\nWhat you can expect: \n\nRadically cut your workload and stress\nShift from hard earned income to equity income\nFeel more secure\nReignite your passion\nEnjoy all the benefits of Half Retirement\n\nEvery Week: \n\nExpert lead group training\, discussion\, and action session\nImplementation steps to transform your business\nWin back your time\, work life balance\, and passion
URL:https://planningvalue.com/event/half-retire-workshop-aug-26/
LOCATION:Virtual
CATEGORIES:Half Retire Workshop
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260925T100000
DTEND;TZID=America/Chicago:20260925T113000
DTSTAMP:20260228T131425Z
CREATED:20251114T160320Z
LAST-MODIFIED:20260228T131425Z
UID:1773-1790330400-1790335800@planningvalue.com
SUMMARY:Exit With No Regrets Workshop
DESCRIPTION:Are you one of the 75% of business owners who will profoundly regret selling their business within a year after exiting? Or will you join the elite 25% who exit on their own terms\, with complete control\, maximum value\, and zero regrets? If you are looking for a highbrow webinar on theory and academic analysis\, this workshop is not for you. My Exit With No Regrets Workshop will give you a down to earth\, step by step action plan on how to avoid exit regret. And best of all the action plan you leave with will be simple and straight forward. \nIn the next 10-15 years\, over 12 million businesses will be sold\, yet only 20% will successfully transition. My Workshop will reveal my proprietary three-step approach—The Exit Readiness Trilogy™—to ensure you’re on the winning side of that statistic.\n\nIn our time together\, you will learn:\n\n\nA clear system on building value as seen through the eyes of a buyer. The Value Builder System™ that has helped businesses receive qualified offers 7.1 times higher than average-scoring companies\nThe revolutionary Slow Motion Exit™ strategy that allows you to “half-retire” while still maintaining income\, benefits\, perks and most importantly control\nThe Business Continuity safeguard – Protect against the “5 Dreaded Ds” that can destroy your business value overnight and force an unplanned exit\nHow to reduce the dependency of the business on your day to day presence. We call this OwnerCentricity\nThe Pathway to Clarity™ process that aligns your personal\, business\, and financial goals for a seamless transition\n\nMy Workshop demystifies the complexities of exit readiness planning with real-world examples of business owners who transformed their exits from potential disasters into remarkable success stories. One client in less than 3 years increased his business’s value from $7.5 million to $13.5 million simply by implementing strategies from this workshop. \nWhether you’re planning to sell or pass it on to the Kids in six months or sixteen years\, we give you a practical roadmap to maximize your business value with what you already have\, prepare for unexpected disruptions\, fix what’s broken and create a transition plan that serves your life goals. As Exit Readiness experts our Workshop gets you ready to be the best you can be when you hire your broker or M&A advisor. (we don’t do that) This Workshop is for business owners who want more from their exit—who want to fully enjoy the rewards of their entrepreneurial journey and preserve their legacy\, By the time you finish the Workshop\, you will have a clear picture of what you need to do before taking your business to market\, or transitioning it to family or key people.\n\nDon’t leave the biggest financial transaction of your life to chance. Start your journey toward an Exit With No Regrets Today.
URL:https://planningvalue.com/event/exit-with-no-regrets-workshop-sept-26/
CATEGORIES:Exit with No Regrets Workshop
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20261030T100000
DTEND;TZID=America/Chicago:20261030T113000
DTSTAMP:20260228T131448Z
CREATED:20251114T155318Z
LAST-MODIFIED:20260228T131448Z
UID:1760-1793354400-1793359800@planningvalue.com
SUMMARY:Half Retire Workshop
DESCRIPTION:The Half-Retire Workshop Series (6 Weekly Sessions)presented by Thomas J. Jordan\, MSFS\, CEPA\, CVBA and Exodus Complink LLC \nWhat You Will Get\nTraining\, tools\, coaching\, and team needed to make Half-Retirement a reality \n\n\nHalf-Retire TrainingSix expert-lead sessions to teach you the blueprint and steps to Half-Retire \n\n\nDiagnosticPinpoints your problem areas impeding Half-Retirement \n\n\nWorkbook100+ page reference guide chock full of exercises\, cheat sheets\, and more \n\n\nReplaysAll sessions are available on as on-demand learning and live sessions are also recorded \n\n\nSoftwareCut your workload with the help of our software \n\n\n\n\nBest PracticesAugment the training by borrowing best practices from existing Half-Retirees \n\n\nTips SeriesReceive our Insider Tips series delivered to your mailbox monthly for one year \n\n\nBonus ChapterGet this valuable addition to the book \n\n\nSpouses Guide100’s of hacks\, best practices\, cheat sheets and more to speed your Half-Retirement \n\n\n\nMany business owners feel the only way to monetize their decades of hard work building their businesses is to sell them. For some\, selling the business may be the best way to create wealth\, but for others\, selling an income-producing asset for less than it’s worth is a bad idea.If you had an asset that paid a 33% annual return\, would you sell it? Probably not-\, but if you sell your business\, that’s what you are doing. Most businesses sell for about three times annual earnings. You might be a much better investor than me\, but that’s a tough return to get in the stock market. \nSo why would any business owner sell a 33% return asset only to switch it to a 5% return asset? Frustration! Stocks and bonds do not require putting up with the headaches of owning a business\, so owners take a lousy deal like it’s an aspirin. \nThere is another way – Half-RetirementWe define Half-Retirement as working two half-days a week doing only the work you enjoy\, offloading the work you don’t enjoy\, and keeping your income in perpetuity. It takes some effort to get from where you are today to Half-Retired\, but ask yourself\, “If I could work only two half-days a week\, would I sell the business?” If the answer is “no\,” then consider Half-Retirement. \nIn order to Half-Retire\, you will need to change the way your business is run. If you are like most business owners\, you are a vital cog in the gears that run the business. You will need to slowly remove the businesses’ dependence upon your “work” and shift it to dependence upon your wisdom and expertise. This shift will require: \n\nA shift in your mindset from working-owner to equity-owner\nA shift from an owner-centric business to an employee-centric business\nA shift from people-based systems to operational systems\nA bullet-proof daily methodology to protect your money\nYour willingness to find enjoyment outside your business\n\nHow to Half-RetireHalf-Retirement isn’t easy\, but it’s incredibly rewarding. Imagine doing only the work you enjoy\, ditching the work you hate\, keeping your income\, and keeping the business asset. Pulling off Half-Retirement can dramatically alter your financial future. See the math for yourself. \nWorkshop Overview \n\nExpert lead weekly sessions\nStep-by-step process to successful outcome\nWeekly Action Guide to simplify next steps\n\nWhat you can expect: \n\nRadically cut your workload and stress\nShift from hard earned income to equity income\nFeel more secure\nReignite your passion\nEnjoy all the benefits of Half Retirement\n\nEvery Week: \n\nExpert lead group training\, discussion\, and action session\nImplementation steps to transform your business\nWin back your time\, work life balance\, and passion
URL:https://planningvalue.com/event/half-retire-workshop-oct-26/
LOCATION:Virtual
CATEGORIES:Half Retire Workshop
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20261211T100000
DTEND;TZID=America/Chicago:20261211T113000
DTSTAMP:20260228T131508Z
CREATED:20251114T155531Z
LAST-MODIFIED:20260228T131508Z
UID:1766-1796983200-1796988600@planningvalue.com
SUMMARY:The Freedom Workshop
DESCRIPTION:CREATING A COMPANY THAT CAN THRIVE WITHOUT YOU\nYOU STARTED YOUR BUSINESS FOR THE FREEDOM\n…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: \n\nYou know more than anyone else in your company about your industry.\nYour customers ask to deal with you personally.\nYou are involved in the building or creating of what you sell.\nYou are your company’s best salesperson.\n\nThe 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: \n\nHow to recognize when you’ve fallen into The Owner’s Trap and the steps to take to pull yourself out.\nThe three attributes of a scalable business model.\nThe eight factors that drive the value of your business.\nThe one kind of revenue that can triple the value of your business.\nThe six forms of sustainable recurring revenue.\nThe two essential elements of your marketing plan you need in order to avoid commoditization and costly price wars.\nThe 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.\n\nSpace is limited to 15 business owners
URL:https://planningvalue.com/event/the-freedom-workshop-dec-26/
CATEGORIES:Freedom Workshop
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END:VCALENDAR