Jared Johnson & Kelly Carter

Step by Step Exit

Key Takeaways: 

  • “101 Rocks” to prepare and execute a business transition.
  • “Value Gap Assessment” – the “Organizational Checkup®” of what your company is worth today and what’s its value can be at exit.

  • The Six1™️ formula- finding the right 6 trusted advisors to compliment the #1 best operating system.

Sessions

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.

About The Speakers:

Jared

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.

Jared served as the CEO of Business Enterprise Institute (BEI), the preeminent Exit Planning resource for business owner advisors in North America, for over seven years. Johnson has a wealth of experience in exit and succession planning. As CEO of the Business Enterprise Institute (BEI), he built resources and tools for advisors, increased membership, and expanded advocacy for exit planning. During his tenure, Johnson successfully transformed BEI into a premier content and resource hub, catering to advisors and exit planners in the United States and Canada. Before joining BEI, Jared held strategic roles at Convergys, Citibank, and AOL.

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. 

Kelly holds the Certified Exit Planning Advisor (CEPA) designation, and in conjunction with EOS Implementers, assists business owners in optimizing transitions aligned with their goals. Kelly’s role includes strategic advice, valuations, buyer/target identification, deal negotiations, and overseeing transaction processes with his team.

Choose Your Experience

IN-PERSON

USD $1,795* SOLD OUT!

Bonus:
30-Days of On-Demand Access: $200 Access post-event: $249

Virtual

USD $1,795*

Bonus:
30-Days of On-Demand Access: $200 Access post-event: $249
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