From Lifestyle to Legacy: Blueprint for a Winning Exit
Strategies for Turning Lifestyle Businesses into Attractive Assets for Sale
November 13th, 7:45am – 9:00am
Hellmuth & Johnson (4th Floor), 8050 W. 78th Street, Edina, MN 55439
This presentation offers business owners and advisors practical strategies for maximizing business value while preparing for a successful exit. Attendees will discover how to transform lifestyle businesses into valuable, scalable assets by focusing on key areas such as financial structuring, process documentation, and growth potential. These essential steps are designed to help business owners achieve a smooth transition and leave behind a lasting legacy.
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Presenter: Doug Cook, Owner & Senior Value Advisor, Headwaters Strategic Succession Consulting, LLC
Throughout his career, Doug has led teams in sales, marketing, and management, driving significant business and financial improvements. His proactive approach to engaging all stakeholders has boosted revenues, margins, and profitability. Recognizing the challenges faced by small to mid-sized businesses, he became a Certified Exit Planning Advisor (CEPA®) to assist owners in maximizing transferrable value prior to a business sale or transition. In addition to assisting his clients through the business succession process, he has been a partner in business sales of his own. Based on his specialized education and vast experience, he founded Headwaters Strategic Succession Consulting, LLC in April 2020, where he serves as Owner and Senior Value Advisor.