With Sessions Presented By
Jared Johnson & Kelly Carter
Bio
Jared Johnson is a seasoned leader with proven experience in the succession and exit planning industry. He specializes in the implementation of strategies designed to grow revenue through client centric models.
Kelly
Kelly is an experienced M&A advisor and CEO of Step by Step Exit and Beacon Retirement Planning Group. After working with Tyler Smith, a Certified EOS Implementer, the need for EOS aligned exit planning was formed and Step by Step was launched.
Exit with EOS®️: Maximize Value and Prepare for the Unexpected
You’ve executed EOS, but are you ready to exit? Life throws curveballs – the “5 Ds” – that can force a sale sooner than you think. This session reveals how to leverage EOS to maximize your company’s value and ensure a smooth transition, whenever that time comes. Discover the “Value Gap” – the difference between your company’s current and optimized sale value.
Master the art of building a business that can thrive without you, ensuring it’s ready for sale at any moment. Gain insights into the key legal and tax considerations for a successful exit. Don’t wait! Learn how to “wear a seller’s hat” while running your EOS company. This session is for EOS-savvy owners who want to maximize business value and navigate a profitable sale.
How to Maximize Exit Value for Companies Running on EOS®️
Step-by-Step Exit™️ integrates the Value Gap Assessment with the EOS®️ Tools, Model and Process to guide business owners through a successful M&A transition.
The process begins by completing an “Organizational Checkup” style survey known as the Value Gap Assessment (VGA). The VGA assesses the gap between the current business value and the owner’s financial goals.
Our Step-by-Step Proven Process leverages the V/TO® to maximize exit value and prepare for due diligence. By completing the “101 Rocks”, which includes establishing the Six Trusted Advisors™️ and “letting go of the vine”, your legacy and freedom are ensured.