BreakOUT Briefings & Seminars for Business Owners
Book Your Learning Experience Today at the Links Shown Below
What We Offer
In recognition of the available time and varied learning strategies of business owners and advisors we offer: virtual, and video briefings sessions; live or virtual seminars; and audio or video courses which are all designed to enhance existing knowledge to meet the objectives of every participant. Just use the links to start new, personal learning experience now!
BreakOUT Briefings
Fast paced, 29 minute virtual meetings with timely topics for business owners and advisors who want to learn how to quickly increase business values.
BreakOUT Seminars
BreakOUT 3.5 hour programs designed to help business owners achieve financial freedom ... by preparing early for the biggest deal of their careers.
Chose from the most popular seminars shown below or inquire about another topic by scheduling a quick call to make the required arrangements for the right time and place for your participants.
BreakOUT Courses
Our on-line audio and video courses are for the motivated business owner who wants easy to use knowledge to dramatically increase business value!
Customize Any Briefing
The variety of fast paced briefing are designed to provide business owners key information to immediatly use to increase the value of their businesses. You can chose from the topics shown or request the development of a custom session to meet the specific objectives of your company or business group.
Most Popular Seminars
All Live or Virtual Seminars are Planned for 3.5 Hours
BUSINESS VALUATION FOR BUSINESS OWNERS
This seminar is like a blood test before an critically important operation.
This session will identify the actions needed to increase the value of your business. It will not teach you how to be a professional business appraiser. But it does provide you information on what drives the value in a business.
You will learn the methods used by professional business valuators to determine the fair market value of a business and how to apply these methods to your business.
It is the understanding of value drivers that puts the business owner in a position to improve performance to increase their wealth through the power of their business.
SUCCESSION PLANNING FOR BUSINESS OWNERS
Participating in this seminar is the critically first step in creating a plan that will work.
Gaining from others experience and insights sets the stage. By adding new knowledge of the competing priorities most business owners will face helps put the focus where it should be.
This seminar takes you through the planning steps and helps you create a path that fits your individual situation.
Outlines and checklists for specific tasks are provided to simplify and accelerate the process. But more importantly this approach creates a structured to help facilitate the interaction between your personal financial and estate plans and the transfer of business ownership.
OWNERSHIP TRANSITIONS FOR BUSINESS OWNERS
Ownership Transfer Planning is a critical task for every business owner.
Developing and organizing the information required to structure an executable plan is the first step As the plan is developed it concurrently enhances understanding of and the implications of each incremental decision in this process.
It takes a lot of experience to transfer the ownership in a privately-held business at the right price! Whether you want the business to remain in the family or you want to sell it when you retire, it is essential that you address both business and personal considerations. This seminar includes the planning steps to help you create a process that fits your situation.
Talk with Your Expert Presenter
Richard Mowrey is President of Management Services & Development, Ltd., a firm which has historically provides private ownership transition advisory services to closely-held businesses. Richard has been known for decades as the world's easiest professional advisor for a business owner to work with on complex valuation and business sale issues. Within the business community, Richard has the reputation for getting the job done quickly and quietly to meet established objectives.
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