BEGIN:VCALENDAR VERSION:2.0 PRODID:-//ChamberMaster//Event Calendar 2.0//EN METHOD:PUBLISH X-PUBLISHED-TTL:P3D REFRESH-INTERVAL:P3D CALSCALE:GREGORIAN BEGIN:VEVENT DTSTART:20241218T190000Z DTEND:20241218T203000Z X-MICROSOFT-CDO-ALLDAYEVENT:FALSE SUMMARY:Carson Wealth Management Lunch & Learn DESCRIPTION:In this workshop we will calculate the Wealth Gap which is the difference between where you are and where you need to be for retirement. We introduce the 3 legs of Exit Planning. We will help you assess the:\n\n\n\nA. Likelihood of achieving your Target Selling Price within your projected time frame.\n\nB. "Gas in your tank" or your energy to reach your goal. \n\nC. Options for exiting your business and next steps. \n\n \n\nAgenda\n\n5 Minutes - Get seated\, introduction\n\n45 Minutes - Workshop Using the VAC to calculate the Wealth Gap. (We will ask the business owners to bring their laptops and I will share the Value Acceleration Calculator (VAC) with them so we can show them how to use it and how they can make the calculations using the VAC)\n\n10 Minutes Questions and Wrap-up\n\n\n\nPreparation Bring a Laptop and be connected to WiFi\n\n\n\nDeliverables for all attendees: Valuation Acceleration Tool\n\n\n\nReserve your spot below:\n\nhttps://calendly.com/thomkhall/exit-planning-lunch-learn\n\n\n\nPresented by Rick Krebs\, CPA. Rick (aka the M&A Cowboy)\, is the co-founder of the EPI Utah Chapter of Exit Planners\, the first group of its kind in Utah. He was nominated as the Exit Planning Institute's Member of the Year for 2024 and is the founder of Business Sales Group\, an M&A firm in Heber City\, UT. Rick has been selling companies for 14 years. Rick is the author of "Sell Your Business By Design\, Not By Default" and popular podcaster of "M&A Murders & Accusations: The Good The Bad and The Ugly of Selling Your Business". He is a Certified Exit Planning Advisor (CEPA) X-ALT-DESC;FMTTYPE=text/html:In this workshop we will calculate the Wealth Gap which is the difference between where you are and where you need to be for retirement. We introduce the 3 legs of Exit Planning. We will help you assess the:
\n
\nA. Likelihood of achieving your Target Selling Price within your projected time frame.
\nB. "\;Gas in your tank"\; or your energy to reach your goal. \; \;
\nC. Options for exiting your business and next steps. \;
\n \;
\nAgenda
\n5 Minutes - Get seated\, introduction
\n45 Minutes - Workshop &ndash\; Using the VAC to calculate the Wealth Gap. (We will ask the business owners to bring their laptops and I will share the Value Acceleration Calculator (VAC) with them so we can show them how to use it and how they can make the calculations using the VAC)
\n10 Minutes &ndash\; Questions and Wrap-up
\n
\nPreparation &ndash\; Bring a Laptop and be connected to WiFi
\n
\nDeliverables for all attendees: \; \;Valuation Acceleration Tool
\n
\nReserve your spot below:
\nhttps://calendly.com/thomkhall/exit-planning-lunch-learn
\n
\nPresented by Rick Krebs\, CPA. Rick (aka the M&\;A Cowboy)\, is the co-founder of the EPI Utah Chapter of Exit Planners\, the first group of its kind in Utah. He was nominated as the Exit Planning Institute&rsquo\;s Member of the Year for 2024 and is the founder of Business Sales Group\, an M&\;A firm in Heber City\, UT. Rick has been selling companies for 14 years. Rick is the author of "\;Sell Your Business By Design\, Not By Default"\; and popular podcaster of "\;M&\;A Murders &\; Accusations: The Good The Bad and The Ugly of Selling Your Business"\;. He is a Certified Exit Planning Advisor (CEPA) LOCATION:Carson Wealth Management 5295 S Commerce Dr.\, Suite 160 Murray UT\, 84107 UID:e.1263.14908 SEQUENCE:3 DTSTAMP:20260519T113233Z URL:http://business.southvalleychamber.com/events/details/carson-wealth-management-lunch-learn-12-18-2024-14908 END:VEVENT END:VCALENDAR