Building Transferable Businesses | Session 2: Building Value

What happens when a business is worth less than its owner needs for retirement? In this second session of the SBSD webinar series, Jeannie Keen shares the case study of “Sarah,” an HVAC business owner facing a $1 million wealth gap. Starting with a business valuation, Jeannie shows how Sarah addressed customer concentration and owner dependency, set priorities, and tracked progress in 90-day cycles. The session looks at how owners and their advisors can use valuation findings to decide what needs attention first and build a business that can succeed under new ownership.