STEP 3 of 4: PREPARE

Attend a live, half-day workshop with Certified Exit Planning Advisors, and develop a three-point action plan.


RFN CITIES PROGRAM WORKSHOP

CONGRATULATIONS YOU HAVE BEEN INVITED TO LIVE WORKSHOP. SPACE IS LIMITED. REGISTER TODAY TO RESERVE YOUR SPOT.

The RFN Cities workshop is an interactive, learning and collaboration experience designed to build on the learning you have undergone in the owner academy. Workshop content provides business owners with additional transition readiness, value building, rapid risk reduction tools and resources for small and medium sized enterprises.

Work with experts in the industry to develop your
Transition-Readiness Action Plan
Learn why it is so hard to sell or transition your business

What does it mean to be transition-ready and how to accelerate value in your business

Burning Issues Interactive Sessions

Choose from sessions that directly impact your business and leave with a three-point action plan to accelerate value

Connect with an expert Certified Exit Planning Advisor (CEPA)

Have access to experts to help implement your action plan

REGISTER NOW
Key workshop sessions designed and facilitated by experienced value and transition planning advisors

Our half-day workshop starts with key sessions on transition readiness topics, including:

  • Enterprise value
  • Value acceleration
  • How to create options
  • Strategies to overcome the challenges of selling your business
WORKSHOP AGENDA
SELECT TWO OPTIONS TO BUILD VALUE IN YOUR BUSINESS

WORKSHOP BREAKOUT SESSIONS

01
Top Three Value Drivers
02
Building Personal Wealth
03
Harvesting Value
04
Family Business Succession
05
Employee Ownership
06
Workplace and Employer Brand
07
Leadership Performance
08
Ready to Sell Now/Triggering

Learn from industry experts

Partner, Strategic Development and Partnerships (USA) Sean Hutchinson,

CEPA, CMAA

Over Sean Hutchinson’s 30 years in business, the most valuable lessons he has learned have been from business owners who generously shared their stories of success and struggle. Sean’s primary focus is strategy and growth. He helps owners and their leadership teams to imagine what being a ‘company of the future’ looks like for them, and then helps them achieve it.

Partner, RFN Global Cindy Reid,

CFP, ChFC, CLU, TEP, CEPA, CBA

Throughout Cindy Reid’s nearly 30 years as a trusted advisor and instructor in the financial industry, she has endeavoured to deliver the best advice available to clients and advisors alike. As an industry professional and business owner who knows the value of expert advice, Cindy is committed to education and keeping on top of the ongoing evolution of the financial and economic landscapes. She has successfully achieved accreditation as a Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Trust and Estate Practitioner (TEP), Certified Exit Planning Advisor (CEPA) and Certified Business Advisor (CBA).

RFN Contributor Martin Low

Martin Lowe is the Founder and CEO at On Plane Consulting.  He has 18 years of HR experience at companies like Amazon.com, Cummins, and Lear where he has implemented programs to improve employee relations, staffing, performance management, benefits and wellness, and supported large employee groups.