Grow With Purpose - Valuation Planning Workshop with Tommy Battle, MBA, CFP

Grow with Purpose - Valuation Planning Workshop
Co-sponsored by the Lynchburg Regional Business Alliance
Facilitated by: Tommy Battle of Financial Designs

Are you intentional about growing your business? Are you setting yourself up for success?

The Alliance is excited to offer a hands-on workshop, you will gain clarity about the value drivers of your business. During the 90-minute session, facilitator, Tommy Battle, President of Financial Designs and a Certified Pinnacle Business Guide, will help you dig into the issues potentially keeping you and your business from growing with purpose. You don't want to miss this opportunity to discover your company's current enterprise value, learn its potential enterprise value and uncover the key levers--or value drivers--to pull to help you realize your goals and full potential!

Key Learnings:

What is my business worth?
What is my business’ potential worth?
How can I craft a strategic plan to increase my business’ value?
How am I addressing the potential drains on my valuation?
How do I plan for the possible transfer of value to new owners, family or employees?

Key Takeaways - CoreValue Report Card which Includes:

Current Enterprise Value
Potential Enterprise Value
Top 3 Roadblocks to Achieving Top Value
CoreValue Rating – Score from 0 – 100 on how the market would view your business

Tommy’s 35-year career has come full circle—beginning as a high school teacher and coach to now advising and coaching business owners and their leadership teams to achieve focus, alignment, improved execution and, ultimately, success. The years in between were filled with meaningful experiences, great bosses, lousy bosses, wise mentors and a lifetime of lessons learned. This journey includes the “intrepreneurship” build and launch of a new subsidiary business inside of a large corporation only to have the parent company acquired six months later. While developing survival skills, Tommy persisted through 13 different bosses in 8 years, participated on due diligence and merger integration teams before jumping into an entrepreneurial wealth management practice in 2003. And then in 2010 came a surprise turn when Tommy was recruited to lead Virginia Episcopal School, a regional private boarding-day school out of the Great Recession. During this ten-year turn-around, the team at VES led a brand transformation, market expansion, significant fundraising, oversaw $30+ million in construction projects, a financial and cultural transformation and notable student outcomes. Ultimately, Tommy managed his own successful exit, succession and transition to Financial Designs where he is leveraging the Abundance Business Coaching program to the benefit of business leaders across the mid-Atlantic.

Registration includes this dynamic learning session in the Alliance’s Delta Star Executive Board Room, Q&A with Tommy Battle. Spots are limited to just 20 people, so secure your seat now! Register online at LynchburgRegion.org here, by calling (434) 845-5966, or emailing mailto:info@LynchburgRegion.org.

Date and Time

Tuesday Mar 8, 2022
8:00 AM - 10:00 AM EST

Location

Lynchburg Regional Business Alliance
300 Lucado Place
Lynchburg, VA 24504

Fees/Admission

Complimentary

Website

https://www.financialdesigns.com/

Contact Information

Tommy Battle, 434-455-1444
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