Business Planning for the Future Workshop

October 20, 2020, Noon-4:15 p.m. (EDT) / 9 a.m.-1:15 p.m. (PDT)

12:00 PM – 12:30 PM

Lessons from the Field: Learning What Not to Do

Moderator: Craig Galbraith
Panelists:
Seth Collins, Managing Director & Head of LMM Group at martinwolf M&A Advisors
Dave Dyson, CEO, Eclipse Telecom LLC
Juan Fernandez, VP of Managed IT Services, ImageNet
Jasmina Muller, VP Channel Partnerships, Everbridge

12:30 PM – 12:35 PM

Break

12:35 PM – 1:20 PM

The Accidental Entrepreneur: Creating a Business Plan

Session will teach attendees to:

  • Define the company they want to be
  • Define wealth & size targets
  • Define desired outcomes and timelines
Workshop leaders
Arlin Sorensen, VP Brand and Ecosystem Evangelism, ConnectWise
Juan Fernandez, VP of Managed IT Services, ImageNet

1:20 PM – 1:25 PM

Break

1:25 PM– 2:10 PM

From a Business to a Company: Growing & Scaling

Session will teach attendees to:

  • Build a management team you can delegate to
  • Build a clear and concise organization
  • Define processes and procedures
  • Take your time in growth mode
Workshop leaders
Dave Dyson, CEO, Eclipse Telecom LLC
Bryce Hayes, SVP of Operations, Telarus

2:10 PM – 2:15 PM

Break

2:15 PM– 3:00 PM

Pre-Sales Planning

Session will teach attendees to:

  • When to sell
  • How to identify an acquisition target
  • Structure of the deal
  • Integration dos and don'ts
  • Having your "ship clean" re: bookkeeping standards
Workshop leader
John Murphy, President, JK Murphy Advisors

3:00 PM – 3:05 PM

Break

3:05 PM– 3:50 PM

The Hard Truth: Valuation

Session will teach attendees to:

  • Valuation metrics & how they vary from company to company
  • What the market really thinks you're worth
Workshop leader
Seth Collins, Managing Director & Head of LMM Group at martinwolf M&A Advisors

3:50 PM – 3:55 PM

Break

3:55 PM– 4:15 PM

Putting It Into Practice
Moderator
Craig Galbraith
Panelists:
Seth Collins, Managing Director & Head of LMM Group at martinwolf M&A Advisors
Dave Dyson, CEO, Eclipse Telecom LLC
Juan Fernandez, VP of Managed IT Services, ImageNet
Bryce Hayes, SVP of Operations, Telarus
John Murphy, President, JK Murphy Advisors
Arlin Sorensen, VP Brand and Ecosystem Evangelism, ConnectWise

Register and you will be entered to win one of five $50 Amazon gift cards!