Succession Planning & Value Builder Workshop

Date & Time: Thursday, May 23rd from 7:00 a.m. – 11:00 a.m.

Location: Gillespie Conference Center, 53995 IN-933, South Bend, IN 46637

Cost: $25 per attendee
Includes continental breakfast, registration and a copy of Tom’s book, “Every Family’s Business,” listed by The New York Times as one of The Top Ten Books Business Owners Should Read. You will also take an assessment and receive your Value Builder Score as part of the Value Builder Workshop.

7:00 am - Doors Open & Continental Breakfast
7:30 to 9:00 am - Tom Deans Presentation
9:15 to 10:30 am - Value Builder
10:30 to 11:00 am - Tom Deans Book Signing

The South Bend – Elkhart Regional Partnership is pleased to bring best-selling author and award-winning speaker Dr. Tom Deans to the South Bend – Elkhart region on Thursday, May 23rd for the Succession Planning & Value Builder Workshop.

Dr. Thomas William Deans is the author of the all-time best-selling family business book, Every Family’s Business and Willing Wisdom He now speaks on the international lecture circuit full time. Having delivered more than 500 convention keynotes and seminars in 14 countries he has built an international reputation as a thought leader on the subject of intergenerational wealth transfer.

His lectures and books argue that family has emerged as the greatest economic driver of all time. But the question remains: How can wealth be transferred successfully without destroying the recipient and the wealth itself? It is a question for the times, as the greatest generation of wealth creators move toward retirement and death in record numbers. Deans explores the idea that communication is crucial to the success of that transfer, and indeed to the success of individuals, families and communities.

The Value Builder System is a proven methodology designed to improve the value of a privately held business. At the core of this system is the Value Builder Score, driven by an algorithm which evaluates a business on eight core value drivers.

Executive Forums Indiana is partnering the Regional Partnership to offer you the opportunity to take the Value Builder assessment. The results of your assessment will be reviewed at the workshop, which will be led by Tony Hutti and Bill McDonough.

Your company is probably your largest asset. It’s likely worth more than your house or your investment portfolio. But unlocking the value in your business can be tricky. The Value Builder Score is an assessment tool that allows you to see your company as a buyer would see it. Complete The Value Builder Score questionnaire and you will receive your overall score along with your performance on the eight key drivers of Value – each one of which is statistically proven to be important to buyers. Whether you want to sell your business soon or just want the peace of mind to know you’re building a valuable asset for the future, improving your Value Builder Score gives you an immediate and quantifiable return on investment.

Dr. Tom Deans
Keynote Speaker
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Tony Hutti
Executive Forums, IN
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Bill McDonough
Executive Forums, IN
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Implementation Partners:

  • Corporate Finance Associates
  • Dietz (NextStage Financial Management)
  • Fifth Third Bank
  • First Merchants Bank
  • First State Bank
  • High Tower Advisors
  • KeyBank
  • Kruggel Lawton
  • Renaissance Executive Forums
  • RSM
  • Sanders Pianowski LLP
  • South Bend - Elkhart Regional Partnership
  • SouthBank Legal
  • Tuesley Hall Konopa