Moving The Needle: Succession Planning

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  • Learning Objectives

This class is ideal for business owners looking to secure their company’s future and enhance its value through effective succession planning.

In this session, business owners will explore key strategies for effective succession planning, designed to enhance the value and sellability of their company. You’ll gain the insights and tools needed to smoothly transition ownership, whether through internal succession or an external sale.

  • Learning Objectives
  • Evaluate Your Readiness for Exit: Assess your personal and business readiness to step away from ownership, ensuring a smooth transition.
  • Understand the Value Builder Score: Learn how to leverage the drivers of the selling price multiplier to maximize the value of your business.
  • Create a Transition Planning Framework: Build a custom framework that prepares your business for succession and increases its marketability.
  • Identify Successors & Transition Options: Explore strategies for identifying potential successors and the various options available for transitioning ownership.
  • Assemble Your Succession Advisory Team: Learn how to develop a team of advisors who will guide you through the succession process, ensuring a well-rounded plan.

*All of our Courses and Masterclasses qualify for NARI continuing education credits

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Meet Your Instructor

Doug Howard

Doug Howard

Director of Consulting

Doug Howard

Director of Consulting

Doug Howard is an experienced Leader, entrepreneur and business consultant with over 25 years of success in leading organizations, starting new companies and assisting client businesses as they start-up, grow or transition. Throughout his career Doug has served in leadership in for-profit, non-profit and government organizations. He is a graduate of the Wharton School of Business. Doug joined Remodelers Advantage as Director of Consulting Services in 2017. He now specializes in helping remodeling company owners develop strategic plans, streamline processes, improve profitability, and navigate growth. Doug has had considerable experience in:
  • Strategic planning and growth strategies
  • Seeking and obtaining financing for clients
  • Creating and developing new programs for businesses, organizations and agencies
  • Business Coaching
  • Developing and delivering business training programs on many topics:
  • Public speaking and facilitation
doug@remodelersadvantage.com

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