What’s included
Learn a Proven System to Increase Your Enterprise Value, Even If You Never Plan to Sell
A live online workshop for business owners who want to build a more transferable, valuable, and scalable company.
Discover the exact framework for increasing enterprise value
Avoid costly mistakes 70% of business owners make
Learn how to turn your business into a real asset, not just an income source
Walk away with tools you can apply immediately
LIVE WORKSHOP
Save Your Spot
A practical, high-impact workshop designed to help you grow enterprise value immediately.
Date: Tuesday, December 16th at 11am CST
Time: Time: Live 45-Minute Online Session
Location: Virtual Workshop (Zoom link provided after registration)
about your instructor
Jason Glisczynski, CFP®, CPWA®, CEPA®
FOUNDER, SILVERTREE
Jason’s work centers on helping business owners unlock the real drivers of enterprise value using practical, proven frameworks. His approach bridges tax strategy, business planning, and long-term financial alignment so owners can build companies that grow in value, not complexity.
In this workshop, Jason distills more than 20 years of advising owners into clear, actionable guidance designed to help you strengthen your business, reduce dependence on day-to-day operations, and maximize your future options.
LIve Workshop
Agenda:
A live online workshop for business owners who want to build a more transferable, valuable, and scalable company.
1. Enterprise Value as a Business Strategy (5 mins)
2. The exact framework for increasing the enterprise value of your business (10 mins)
3. How a shift from viewing your business as a source of income to a real asset will unlock potential (10 mins)
4. Key drivers that increase or decrease the value of your business (10 mins)
5. How to obtain a Health and Value Assessment on my dime (5 mins)
6. Open Q&A (5 mins)
Silvertree Private Client Group
What You’ll Learn During the Workshop
What Drives
Enterprise Value
Discover the key factors that determine whether your business is growing in value or quietly losing it. Learn the core drivers used by valuation experts and how they apply directly to your company.
The Framework Used by Top Advisors
We’ll walk through the proven, repeatable system that helps owners build companies that are more valuable, more transferable, and less dependent on day-to-day involvement.
How to Reduce Owner Dependency
Learn how to shift from being the center of the business to being the strategic leader. This is the foundation of transferability, and one of the biggest multipliers of value.
Identifying
Value Gaps
You’ll learn how to uncover areas where your business is leaking value or creating unnecessary risk. These insights form the roadmap for long-term improvement.
Strategies to Strengthen Your Business Today
We’ll cover practical steps you can take immediately to improve structure, reduce chaos, and position your business for growth, even without changing your revenue.
Your Personalized Value Assessment
At the end of the workshop, you’ll receive a complimentary Business Health & Valuation Assessment and a prioritized action plan to help you take the right next steps.
From the Founder
“… 100% of business owners will exit their business. Guaranteed. The question is will your exit be on your terms or someone else’s?”
- Jason Glisczynski, CFP®, CPWA®, CEPA®
FAQs
Frequently
Asked Questions
Who should attend this workshop?
Business owners and executives who want to grow their business that are doing $1 million to $50 million in revenue. If your revenue is higher, let us know as we have a different workshop for you.
What will I learn at the workshop?
• Why business owners focused on enterprise value over sales have more valuable companies, that tend to be more profitable and more efficient
• The exact framework for increasing the enterprise value of your business
• How a shift from viewing your business as a source of income to a real asset will unlock potential
• Key drivers that increase or decrease the value of your business
I’m not planning to exit my business anytime soon, why would I attend?
• Exit planning is a business strategy, not an event. By focusing on enterprise value, you (and your business) are ALWAYS ready to exit which makes it more valuable.
• Nearly 50% of business exits are INVOLUNTARY and unplanned. Don’t become another statistic.
• When you lead the business on Enterprise Value, you are always prepared for an exit and positioned to get the greatest value when the exit occurs.
• Those who wait until the last minute, get the least value, or none at all.
• This may come across a bit harsh, but you owe it to your family, and your team, to always be ready for an exit. Putting it off is selfish, and puts your team, and your family at significant risk.
Can’t I get this information from my lawyer, CPA, or financial advisor?
You may be able to get SOME of the information from your current advisory team, but we know from experience and empirical evidence there are significant gaps in the information due to lack of collaboration across disciplines, and lack of knowledge or expertise. We have met plenty of well intentioned professionals who think they know everything, but don’t. It’s worth a 2nd opinion when it comes to something as significant as your business.
What is a value advisor?
A value advisor will work in tandem with your lawyer, CPA, and wealth advisor, with the sole purpose of growing the enterprise value of your business. Not all value advisors are created equal. Best in class value advisors have real world experience of being a business owner themselves, with at least 1 multi-million dollar exit under their belt and have a proven systematic process to significantly grow the value of your business in a short period of time.
Does this apply to me if I plan to transfer my business to my kids or key employee?
Absolutely! Your business is your legacy, and the best business to transfer are those that are VALUABLE. If your worried about taxes, or how your key employee or family member will pay for it, don’t worry, we have solutions for that.
LIVE WORKSHOP
Save Your Spot
A practical, high-impact workshop designed to help you grow enterprise value immediately.
Date: To Be Announced
Time: Live 45-Minute Online Session
Location: Virtual Workshop (Zoom link provided after registration)
our Team Lunch
Enjoy a refreshing break during the event to connect with your team
in a relaxed setting. The team lunch offers an opportunity to unwind, exchange ideas, and reflect on the day’s sessions while strengthening team bonds.
Take time to relax and refresh with a delicious meal.
Take time to relax and refresh with a delicious meal.
Take time to relax and refresh with a delicious meal.
Collaborate and plan your next steps for investment success.
Recharge to stay focused and engaged for the afternoon sessions.
Investment advisory and financial planning services offered through Summit Financial, LLC., an SEC-Registered Investment Advisor, doing business as Silvertree, LLC. Insurance products may be offered through Summit Risk Management, LLC., an affiliate of Summit Financial, LLC. This information is not intended to be a substitute for specific tax or legal advice. Please consult a qualified tax or legal professional regarding your individual situation.
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