AmericanHort Mastery Series – Succession & Exit Planning

Thank You for Attending!

AmericanHort Mastery Series

Succession & Exit Planning Mastery Series
November 2, 9 & 16, 2022 from 1-4 PM ET

Thank you for attending our AmericanHort Mastery Series on Succession and Exit Planning, consisting of three classes hosted by a panel of experts ranging from CEPAs (Certified Exit Planning Advisors), Certified Value Builders™, accounting, legal, financial planning, and organizational development professionals who will help you form a succession plan for your business.

Please feel free to contact our speakers below or complete our online form for more information. Also, you may take a free ExitMap® Assessment (instructions are below).

BEST - PivotPoint

Presented By A Panel Of Succession & Exit Planning Experts

  • Chris Cimaglio, CEPA®, MBA Managing Partner, Best Human Capital & Advisory Group (Email Chris) or Call 317-941-7223.
  • Todd Downing, Managing Partner, Best Human Capital & Advisory Group (Email Todd) or Call 317-941-7469.
  • Larry Turow, CFP®, CEPA® APMA®, MBA Managing Director, Pivotpoint Business Solutions (Email Larry) Website
  • Bryan Harasty, Business Advisor, Pivotpoint Business Solutions (Email Bryan) Website
  • Mike Einterz, Owner & Attorney, Einterz & Einterz (Email Mike)
  • Jeff Donovan, CPA, CVA, MAFF Managing Partner Donovan CPAs (Email Jeff)
  • Isabel Botero, Ph.D., CEPA®, ACFW, University of Louisville (Email Isabel)
  • Tom Fediuk, Ph.D., CEPA®, ACFW, Managing Director, Fedtero Strategic Advisors (Email Tom)
  • Robert Wynne, Attorney at Faegre Drinker (Email Rob)
THE TIME TO START IS NOW!

For More Information – Contact Us Today!

We look forward to discussing how we can help you and your business successfully transition to new leadership. Whether you want to move on in 1 year or five years, the time to start planning is NOW.

We are happy to provide you with a PDF of the slide presentation from each class, the Business Continuity Planning Worksheet PDF, and referenced handouts. Contact us or complete the form at right.

+1 317 941 7223

5809 N. Post Rd., Indianapolis, IN 46216 USA

  • 9 + 95 =

Exit Map SnapshotThe first step in the planning process is to complete an ExitMap® Assessment. The online assessment tool is the first step in the process. It will reveal your overall preparedness for transition, detailing four critical areas: financial readiness, ease of planning, revenue streams, and operational efficiency. The result is a 12-page summary report broken down by each area. Then, should you decide to continue the exit planning process, we provide a complete Exit Map Analysis for business owners. It is a 40-page report detailing the importance, urgency, and difficulty associated with each response given in the assessment.

There is one indisputable fact – 100% of owners will eventually exit their business. The ExitMap® Assessment is a multiple-choice questionnaire that does not ask for confidential or financial information. Nevertheless, it is a critical first step in starting the discussion and planning process. Click here for FAQs and more information concerning our free, no-obligation exit planning assessment.

Value Builder Score ReportThe ValueBuilder System incorporates several diagnostic tools, including the ValueBuilder Score, an evaluation system driven by an algorithm that evaluates a business on the eight core values acquirers consider when valuing and buying companies. The ValueBuilder Score provides a comprehensive assessment of the “Salability” of your business, whether you want to sell next year or to know that you’re building a valuable asset for the future. As CEPAs and Certified Value Builders, our team is qualified to interpret your Value Builder Score. Those businesses that achieve a Value Builder Score of 90 or greater are worth double the average-performing company. At BEST, our goal is to dramatically increase your business’s value, anticipating a future sale or ownership transition.

Free eBook for Attending the Mastery Series!

Beating the Boomer BustFor viewing the seminar, simply complete the form information below or email us, and we will gladly send you a copy of BEATING THE BOOMER BUST by John F. Dini, CExP, CBI, CMBA, and Creator of The ExitMap® system at no charge.

The eBook is an informative look at the retiring generation of business owners and why preparation is vital to financial success. Also, let us know if you are interested in taking our FREE ONLINE ASSESSMENT.

Thank you, and let’s get started on your plan today!

Published Articles

PDFSuccession Planning When There Is No Succession
December 1, 2021
By: Chris CImaglio

There’s one indisputable fact—100% of owners eventually will exit their business. It could be through family succession, sale, liquidation, closure, death, or any number of reasons—many of which are outside the owner’s control…

PDFManagement — Making the Transition
September 15, 2021
By: Chris CImaglio

Do you have a strategy for the emotional side of career transition and exit planning? According to an Exit Planning Institute (EPI) report, over 75% of business owners who sell their business profoundly regret it within a year after the sale. Many owners end up grieving the loss of their business for years…

PDFHow to Manage Succession Planning When There is No Succession
May 18, 2019
By: Chris CImaglio

It’s hard to transition when no family is in place to take over, but that doesn’t mean the planning should stop. It is more important than ever to get started…

    BEST Human Capital & Advisory Group is a retained executive search and business advisory/consulting firm that specializes in small-to-medium sized companies, with an emphasis in the horticultural, hydroponics/cannabis, consumer products, crisis management and business restructuring categories. BEST serves companies nationwide and globally in an active and evolving market. Through a well-connected network of colleagues and a sophisticated predictive behavioral screening system (that we call “BEST Behaviors”), BEST drives our client’s growth and success through a focused and consultative approach.

    ADDRESS

    5809 N. Post Rd.
    Indianapolis, IN 46216

    PHONE

    1-317-757-3888

    EMAIL

    info@bhcagroup.com

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