Succession Planning and a Financially Successful Exit

     Charleston, South Carolina

April 2021 TBD

Phase I: Three-Day Retreat

  • Succession planning and exit strategy

    • Steps Required for Profitable Exit

  • Strategies for over eight figure growth

    • The Ins and Outs of Scaling Up

  • Value added partnership

    • Who and When

  • Acquisition and growth

    • Building Your Own Empire

  • Attracting private equity partnership

  • Real Practice Problem Solving (3 - 30 Minute Hot Seats)

    • Attendees present questions/challenges

    • Group feedback

    • Dr. Williams’ solution

  • 1:1 Consults

    • An hour and a half with Dr. Williams

      • Debriefing and goal-setting

  • Real Practice Problem Solving (4 - 30 Minute Hot Seats)

    • Attendees present questions/challenges

    • Group feedback

    • Dr. Williams’ Answers

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  • 1:1 Consults

    • An hour and a half with Dr. Williams

  • Wrap Up

    • Discuss Next Steps

    • Group Q & A Session

Phase II: Year-long Deliverables/Virtual training

  • Professional Development webinars with Dr. Williams

  • Six-Month Check in

    • Goals consult with Dr. Williams