What to expect:
Red Caffeine, in collaboration with Evergreen Wealth Solutions, invites you to our exclusive livestream event, designed specifically for CEOs and C-suite executives of mid-market organizations. This is your opportunity to gain invaluable insights into the art of succession planning and the intricacies of business strategies that ensure a smooth transition and sustainable growth.
Join Kathy Steele, CEO of Red Caffeine, and Ed Barone, Wealth Manager at Evergreen Wealth Solutions, as they delve into the critical aspects of creating a transferable business. Their combined expertise will provide you with a comprehensive understanding of both the financial and mental readiness required for a successful transition.
This interactive session will outline a six-step process to prepare your business for the future. The presentation will be enriched with visuals and real-life examples, making complex concepts easily understandable and relatable.
Whether you're planning to pass on the leadership baton within your family or considering selling your business, we will cover a range of topics tailored to your needs. From emotional preparedness in leadership transitions to post-transaction life planning, we've got it all covered.
Session Takeaways
- Succession Planning Mastery: Learn the essential steps for effective succession planning and business strategy development, crucial for mid-market organization leaders.
- Emotional and Financial Readiness: Understand the importance of being mentally and emotionally prepared for business transitions, with insights on post-transaction life planning.
- Creating a Transferable Business: Discover key strategies for business growth, value enhancement, and risk reduction to make your business more attractive for future transitions.
