The "Get SET" Program
(Succession, Exit & Transition)
"Less than 1/3 of businesses have a Succession plan."
"Most don't think about Succession and Exit until they are 65."
"Succession planning is one of the most critical planning needs of Small Business."
About The Workshop
America’s Baby Boomers are getting ready to retire. But for an alarmingly high number of business owners, getting out of their business is going to be more difficult than starting it.
Get SET is an interactive presentation that will help members to become well-planned for their business succession, exit & transition. It is available as a 3 hour workshop. Subject matter includes:
√ planning for Management Succession;
√ creating a written Disaster Plan;
√ exercises to increase sale value and ease of business transfer;
√ strategies to retain key employees, and
√ understanding the Exit Planning process & completing an Exit plan outline.
Value to Members: Members will:
√ find out their SET score and receive a personalized Value Builder Report
√ find out how their current planning measures up to the latest strategies;
√ discover strategies and techniques to protect their business and family;
√ receive a Risk Profile planning guide; and
√ get a complimentary consultation to discuss areas of concern in a private setting.
Biography: Bill Black is:
√ a Certified Exit Planner who has been helping business owners plan for 30+ years.
√ A Member of Vistage Worldwide Group TA1244,
√ the Host & Founder of The Exit Coach Radio Show, heard weekly on KLAA AM830 in LA
√ the author of “100 Words from 100 Advisors on Exit Planning for Business Owners”
Audio/Visual: Flip chart and pens or dry erase board; screen & projector;
Contact Julie Tabizon at (866) 370-3774 or Julie@ERSI.biz.
Previous & Upcoming Engagements include:
INTERNATIONAL ASSN. OF LIGHTING DESIGNERS, puerta vallarta, mexico
TOW DRIVERS ASSOCIATION OF AMERICA, NEW ORLEANS, LA
Contractors in Collaboration, Riverside, CA
Vistage WORLDWIDE CEO Groups (Multiple)
Lake Forest Business Development Council
Insurance Underwriters of Orange County
Business Owner Advisory Team, Santa Ana, CA
National Financial Partners, Private Business Group, Orlando, FL
Orange County Bar Association, Newport Beach, CA
Business Enterprise Institute, Denver, CO
SCORE Orange County
Institute of Influential Community Services
Convene CEO Groups, So. California
ExecSense CEO Groups, NYC, NY
AICPA National Conference, San Diego, CA
We Mean Business Forum, Denver CO
Allied Advisors, Butte, MT
NAIFA, San Diego, CA
Newport Harbor Chamber of Commerce
Rotary & Kiwanis Groups (numerous)
Comments and Testimonials:
"Your presentation was the HIT of the entire conference. We have been wanting to address this topic for some time and you delivered exactly the message and strategies they wanted to hear." Tow Drivers Assn. of America
"My Business Owner members got a lot of value from the interactive discussions. Thanks for involving them early in the presentation. They scored it a 10." Beth Adkisson, Vistage Worldwide
"You delivered the message that they needed to hear in a way that they all understood. We couldn't have asked for more." SCORE Chapter 114, Newport Beach
Exit Coach Radio Show, LLC | Contact: Julie Tabizon | Phone (866) 370-3774 | Email: Julie@ersi.biz