What You'll Learn

By the end of this session, you'll be better prepared to:

  • Understand what potential buyers value and the essential elements that make a construction business transferable.

  • Evaluate how leadership structure, financial performance, and predictability influence business salability.

  • Recognize how documented systems, effective delegation, and risk management strengthen a company's ability to operate without its owner.

  • Identify your company's key value drivers and vulnerabilities and prioritize improvements before a future sale or transition.

Is your business ready for a future sale or transition?

A successful construction business isn't necessarily a transferable one. When evaluating a potential acquisition, buyers look beyond the owner's accomplishments to understand whether the business can continue operating successfully under new leadership.

In Session 2 of the Legacy Planning Webinar Series, John Schwab explores the essential elements of business salability, including leadership structure, financial performance, predictability, systems, delegation, and risk management.

You'll examine your company's value drivers and vulnerabilities, consider what potential buyers might see as strengths or concerns, and identify opportunities to strengthen your business before a future sale or transition.

Certified EOS Implementer® John Schwab

John works with the leadership teams of construction contractors to instill tools and disciplines for how to run their business better through clarifying their vision, improving their execution, and assisting them in becoming a more functional and cohesive team. John is Wipfli CPA's former national construction practice leader. John worked as part of the acquisitions team in completing over 60 acquisitions and has personally helped over 25 clients sell or transition their business.

Session 2

    1. Session 2 | Business Transferability

About this course

  • $49.00
  • 1 lesson
  • 60 minutes