Timely Program from the Society of FSP Addresses Key Influences on Your Practice
February 10, 2017
Estate Planning Workshop – Sponsored by Peak Trust – San Diego
October 31, 2017
April 18, 2019 @ 2:30 pm – 4:00 pm
The Southern California Institute
10251 Vista Sorrento Parkway
Suite 250, San Diego
CA 92121
Shelley Lightfoot
858 200-1911

April 18, 2019 – Identifying and Implementing Business Enhancement Initiatives to Increase Enterprise Value and Cash Flow; Presented by Shelley Lightfoot and Melisa Silverman, JD, CEPA, CVA, SBA, CMEA

Discover a systematic process to address targeted improvements that directly increase value, improve workplace dynamics and drive cash flow. One of the most common reasons business transitions derail is what we call Expectation Gaps. These are blind spots and pot holes that, once revealed, prevent a business owner from confidently executing their plan. Learn how to create team alignment and identify/prioritize Enhancement Initiatives in The Eight Critical Areas of: risk mitigation, finance, operations, sales and marketing, human resources, and crisis management.