Scott Snider - What is Exit Planning and Value Acceleration (Part 2)

Thank you for joining me. Let's talk about all things growth, strategy and transition. 

Here are the things to expect in this episode:Exploring private equity and its potential role in your exit strategyThe importance of finding the right private equity partnerWhy ensuring business alignment is crucial to your exit strategyAnd much more!About Kelley Powell:Kelley Powell is the best-selling author of "Courage To Lose Sight of Shore: How to Partner with Private Equity to Grow Your Business with Confidence". As an Investor, Board Member, and CEO of MacLaurin Group, a global advisory firm supporting private equity-backed companies in growth and M&A, Kelley has extensive experience in leading investment-backed companies. Kelley is an authentic and inspiring leader who creates high-performance cultures and drives transformative growth. She strongly believes team and company success is directly tied to building deep, long-lasting trusted relationships and client success.-Connect with Kelley!Website: https://kelleywpowell.com/LinkedIn: https://www.linkedin.com/in/kelleywpowell/Email: kelley@kelleywpowell.comMy first Forbes full feature article:https://www.forbes.com/sites/forbesbusinesscouncil/2022/09/02/three-ways-to-be-more-authentic-in-business/?sh=4a9d6a834f4bLink to my book “Courage to Lose Sight of Shore: How to Partner with Private Equity to Grow Your Business with Confidence”: https://geni.us/couragetolosesight“Scaling Up with Verne Harnish” Event link: https://www.eventbrite.com/e/scaling-up-with-verne-harnish-tickets-266291283397Connect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/ 

Here are the things to expect in this episode:Why do business owners need a financial plan?What is a financial plan? What does it entail? The importance of a valuationWhy you should hire an outsourced CFOAnd much more! About Kaitlyn Carlson:Kaitlyn is the Founder & CEO of Theory Planning Partners, a boutique wealth creation firm for the top female entrepreneurs in the United States.Before launching Theory Planning Partners, Kaitlyn spent the majority of her career at UBS Financial Services, Inc., where she held roles in both the southern and northeastern regions of the U.S. There, she developed more than 300 financial plans for clients with assets ranging from $500,000 to $1 Billion. Subsequently, she became an advisor on a private wealth management team that managed over $600 million for a few dozen families. Her career began in asset management with Putnam Investments.Kaitlyn is a CERTIFIED FINANCIAL PLANNER™️ (CFP®), Certified Exit Planning Advisor™️ (CEPA™️), and an Accredited Wealth Management Advisor (AWMA®). Outside of work, she is a spiritual seeker ravenous to understand why we are here and how to make a meaningful life.Kaitlyn lives in Marblehead, MA, with her husband, Jake, their son, Russell, and affectionate dog, Bacchus. In her free time, she enjoys exercising, reading, traveling, and trying new restaurants around Boston. Connect with Kaitlyn!Website: https://theoryplanning.com/LinkedIn: https://www.linkedin.com/in/kaitlyncarlson1/Instagram: https://www.instagram.com/theoryplanningpartners/ Connect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/ Let’s talk! Visit this link to schedule a session. https://calendly.com/christine-masteringyourexit/letstalk

Here are the things to expect in this episode:The value of having choices as a business ownerWhy you need guides in businessWhat is an intangible asset?The 4 intangible assets you won’t find on a balance sheetAnd much more! Connect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/ If you are curious about what you can do with your business, schedule a call with me here: Let's talk! - Christine TrumbullIf you're looking for a quick way to fast-track your business success, you can book a single paid session with me. No sales pitch, just my focused help on whatever issue is most pressing. You can book that here: Single Session Coaching with Christine - Christine Trumbull