How to Avoid the Seven Mistakes That Can Derail Your Business Succession

Every year business owners lose out on billions of dollars in value when they sell their business. Attend our workshop to learn what other successful business owners have done to avoid the seven most common mistakes.

You will learn:

  • The seven most common mistakes that business owners make and how to avoid them
  • Discover how our Profit Improvement FormulaTM can dramatically increase the value of your business
  • Find the business transition option that is the best for you
  • How to identify the right team of advisors for you
  • Evade common self-sabotage practices
  • Is your financial house in order to attract the right buyer?
  • What you don't know about taxes could be hazardous to your financial health
How to Avoid the Seven Mistakes that can Derail Your Busienss Succession

Our Six Step Exiting Process Identifies

  1. How prepared you are to exit your business
  2. How our BERITM can identify gaps in your transition planning
  3. How to reduce the dependence of the business on you and increase the business value at the same time
  4. Learn from other business transition "success" stories in your industry
  5. Access the Create a Transferable BusinessTM process to increase the value in your business
  6. Tap into our professional network consisting of attorneys, CPAs, M&As, CFOs and Valuation experts

Register Now for this important workshop to discover how our Profit Improvement FormulaTM could dramatically increase the value of your business and smooth the transition.


Dates, Time and Location

Continental breakfast begins at 7:30 AM, with the workshop starting at 8:00 AM and ending on time at 8:45 AM so that you can be back to your office. However, an optional Q&A / discussion period will follow, allowing attendees to address their individual questions with the expert presenters.

Wednesday, April 19th, 2017 CLOSED

Thursday, April 20th, 2017 CLOSED

Wednesday, May 17th, 2017 CLOSED

Thursday, July 20th, 2017 CLOSED

Wednesday, October 11th, 2017 CLOSED

Tuesday, November 14th, 2017 CLOSED

If you have questions about dates and times, please give us a call. (801) 295-7373


533 West 2600 South, Suite 210
Bountiful, UT 84010


Registration: 7:30 AM
Workshop: 8:00 AM to 9:15 AM

All meetings are held at the same place and time

Leaving your business is inevitable.
Leave on your terms.

- Marvin Ellis -

Register for the workshop

Need to change your registration, give us a call at (801) 295-7373.

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Take our Business Exit Readiness IndexTM (BERI) Report to see how mentally and financially ready you are. The BERITM is 20 questions that provides a tailored report for you.