Date & Time
Thu, Jan 26th, 2023 ⋅ 7:30am - 9:00am (EST)
XPX Registration Closed
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)
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.
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 email@example.com
This event is open to the public and is free to Members and Non-members.
Connection details sent upon registration.