XPX Triangle: Part Two of Five Steps to Achieve a Great Exit (Virtual)

Chapter Meeting January 26, 2023 7:30AM - 9:00AM

Via Zoom hosted by BSG Advisers

Part Two of a Four-Part Franchising Case Study

Presented by Laird Hepburn

Managing Partner, Business-owner Strategies Group, LLC

Time Agenda Item

7:30 am  Start Meeting, Chapter Business and Introductions

I.    Call to Order - President / Officer
II.   Welcome Members and Guests
III.  Precepts / Five Points
IV.  Welcome New Members
V.   Introduce Guests
VI.  Introduce Officers & Call for Committee Reports ( < 60 sec each)

• Membership
• Sponsorship
• Finance
• Programs

VII. Sponsor 90-Second Spotlight

7:45 am  Overview of the case study, review of pre-work and introduce owner
8:00 am  Assign breakout groups and key deliverables
8:15 am  Begin breakouts.  Owners will visit each breakout room
8:45 am  Report out from breakout groups
9:00 am  Adjourn meeting

We will be looking at a live, local business considering franchising. In session one, we will go into some detail about the existing operating units, the market, unit profitability, and related items. Participants will be broken out by profession to focus on key areas: legal issues, operations, branding, finance, and marketing. Each group will address issues and recommendations based on the review of a proxy FDD. The goal will be to provide meaningful information to the business owner(s) and the business tries to decide whether to proceed with franchising.

• This event is open to the public and is free to Members and Non-members.
• All participants are required to sign an NDA prior to joining the call. NDA will be sent three days prior to the meeting.
• Upon signing NDA, participants will be provided access to prework materials.

Our Speaker:

Laird Hepburn
Managing Partner
Business-owner Strategies Group, LLC 

Laird is a seasoned management consultant and financial planner. He has worked in the areas of operations management, optimization, strategic planning and financial analysis for Fortune 500 companies, municipalities, and small businesses. His passion is helping people gain a good relationship with money so they can make good decisions for their long-term well-being. He co-owns Business-Owner Strategies Group, LLC (BSG Advisers), a Registered Investment Adviser firm, with Justin Struble and Robert Picha. At BSG Advisers, he works with small business owners, families, and individuals to plan their financial goals.

You can reach Laird at lwhepburn@bsgadvisers.com

This event is open to the public and is free to Members and Non-members. 

Connection details sent upon registration.