TOPIC:
Exit Planning - Ways to Drive Value in Your Business

SESSION OVERVIEW:
Ever wondered why two businesses of identical size can fetch vastly different prices? It's not just about revenues and profits; various elements of a business's condition play a crucial role in determining its potential value. Value Reducers and Value Drivers are all about mitigating risk. The perception of risk significantly impacts a buyer's willingness to invest. In this session, we'll delve into actionable steps to bolster your business's value, ensuring it stands out in the marketplace.

BIO:
Trey has spent his entire career working with closely held businesses to assist the owners with their needs. He specializes in working with closely held business owners to plan for their business exit which includes addressing their financial, legal, operational, managerial and personal readiness for an eventual ownership transfer or sale. Trey worked for more than nine years as a trust officer within the banking industry identifying and implementing solutions for clients including: compensation and deferred compensation strategies, qualified retirement plans, and proprietary investment management strategies. Trey is a frequent speaker and presents to CEO peer groups and trade/industry organizations about preparing owners and their businesses for exit.