Event Registration - Leander Chamber of Commerce
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Regions Bank and Boyce & Associates Workshop: Small Business Owners Guide to Expansion, Financing, Realizing Value and Securing An Exit
5/7/2024 - 5/14/2024
2:00 PM - 4:00 PM CST

Event Description
Regions Bank and Boyce & Associates Wealth Consulting, Inc.
Small Business Owners Guide to Expansion, Financing, Realizing Value and Securing An Exit
May 7th & 14th
Facilities Resource Inc.
**FREE EVENT**

What should attendees expect to learn?
 Information to Help You as an Owner Make Educated Decisions on Growth, Expansion and Exit
 The Importance of Business Planning and Preparedness
 Tips on Budgeting and Cash Flow
 Perspective on Capital Raising and how to obtain Bank Financing
 Things to Consider in Preparing for the Unknown
 Perspective on High Performing Companies.
 Identifying Business Value, Addressing Anchors to Value, and Building for a Better Exit

First Session – 2:00 – 4:00pm May 7th
Financial Tips for Your Business

 Importance of Budgeting & Forecasting
 Tips on Cash Flow and Projections
 Financing (Equity vs. Debt)
 Being Prepared to visit with your Banker & What do they look for?
 What documents do I need for a small business credit application?
 Why do I need and when do I use a business plan?
 Q&A

Second Session – 2:00 – 4:00pm May 14th
Creating, Assessing and Sustaining Business Value

 Who is On Your Team
 Effective Entity Structure & Organization
 Statistics on Business Success
 Contingency Planning
 Valuation Drivers & Characteristics of High Performing Small Businesses
 Five Pillars of Value
 Business Appraisal – Assessing Value, but Value Is Not Just in The Numbers
 Exit Planning & Preparation
 Q&A