Be in the Five: Montana Business Owners Exit Planning and Value Acceleration Program


Business owners typically have 80-90% of their wealth tied up in their businesses, and every owner will eventually exit. It’s not a matter of if, it’s a question of when and how. Unfortunately, exits frequently result from death, disability, disaster, divorce and disagreements. Owners who wish to avoid those scenarios, and exit on their own terms and at a time of their choosing, need a comprehensive exit plan for personal, financial and business success.

The odds of unaided success are not favorable, however. Approximately 80% of business owners seeking to sell their businesses as going concerns fail to do so, and it’s not rosy for owners of the 20% which do sell. Twelve months after selling, 3 out of 4 business owners responding to the 2016 Exit Planning Institute’s (EPI) State of Owner Readiness Survey “profoundly regretted” the decision. This means that a meager 5% of business owners are likely to successfully sell their businesses and not be very disappointed. The EPI also reports that business owners’ unrealistic expectations of company value are by far the biggest obstacle to sale or transfer.

Face these facts, and learn what it takes to achieve a successful exit from the business that is the culmination of your life’s work. Join Sean Hutchinson, CEO of Strategic Value Advisors, Alistair Stewart, Senior Business Advisor at the Montana Manufacturing Extension Center, and Rocky Mountain Bank for a series of four Webinars and a 1/2 -day Capstone Workshop to arm yourself with actionable insights, a game plan to maximize value, and to “Be In The Five”.


See Agenda tab for details on individual webinars and half-day capstone workshops.

  • When

  • Monday, May 15, 2017 - Thursday, May 18, 2017

  • Where

  • online and in-person