iBD Virtual Workshop
Business Valuation & Annual Planning
Use business value to decide what belongs in next year's plan.
What You’ll Work On
Understand the three lenses of value.
Compare what keeping your business is worth to you, what a buyer might pay and what a sale could leave you with.
Connect value to your annual plan.
Consider how growth, risk and cash flow affect the choices you make about people and investment.
Choose a next step for your business.
Work through one decision with other owners. Identify the assumptions to test and the work to take back to your team.
The Agenda
Learn the ideas. Apply them to your business.
2½ hours, including a short break.
Bring one decision.
Choose a hire, a growth investment or a change in your role. Have your current plan and financial information nearby if available.
- 0:00–0:10
Opening · 10 min
Start with your ownership goals
Choose a decision to work on during the session.
- 0:10–0:40
Teaching · 30 min
Understand what your business is worth
Work through the three lenses of value and the assumptions behind each.
- 0:40–1:00
Breakout · 20 min
Apply the lenses to your business
Discuss your ownership options and the information you still need.
- 1:00–1:10
Break · 10 min
Step away and reset
Take ten minutes away from your screen before the planning session.
- 1:10–1:40
Teaching · 30 min
Connect valuation to next year's plan
Trace a business decision through earnings, cash flow and value.
- 1:40–2:00
Breakout · 20 min
Choose a priority and test the trade-offs
Name the next action, who needs to be involved and what needs more work.
- 2:00–2:30
Q&A · 30 min
Work through your questions
Bring the questions and decisions raised during the session.
Your Hosts
Ryan Tansom
Founder, Independence by Design™
After rebuilding and selling his family's $21 million business at 27, Ryan created the iBD Ownership OS™ to connect ownership goals, business value and the decisions owners make every day.
Meet RyanDave Diehl
CEO, Prairie Capital Advisors
Dave advises owners of privately held businesses on valuation, ownership transitions and their options for the future.
Meet DaveExplore the Topic
Optional listening and reading, before or after the workshop.
Three Lenses of Value
Understand owner's value, market value and transaction value.
Podcast · Episode 498How to Build a Five-Year Forecast That Shows Your Value Gap
Ryan and Kim connect today's numbers to future ownership goals.
Podcast · Episode 497How to Build an Annual Budget That Predicts Your Cash
Work through the connection between your plan and the cash it requires.
Milestone 11 · Teaching & toolsMonth-by-Month Annual Budget
Prepare the questions, inputs and decisions behind your annual budget.
Registration
Business Valuation & Annual Planning
Date to be announced
9:00–11:30 a.m. Central
$100 USD
Is this workshop for me?
This session is for owners of established privately held businesses preparing an annual plan. You can be planning to keep, grow, step back from or sell your business.
Do I need to know the iBD Ownership OS?
No. We'll introduce the ideas you need during the session. The related resources are optional, and you do not need to be an iBD member to attend.
Will I leave with a completed valuation or annual budget?
You'll work on the questions, assumptions and priorities that inform them. A company-specific valuation and completed budget require further financial work and review.
The next workshop is taking shape.
Registration opens through Mighty Networks once the date is confirmed.
Explore the related resourcesRegistration has closed.
Registered attendees: use the joining details provided with your registration.
Explore the related resources ↑