Strategic Exit Planning: Building Business Value and Navigating the Transition

Strategic Exit Planning: Building Business Value and Navigating the Transition Presented By: Nikki Gralapp, CPA, CExP and Nancy Mehlberg, CVB, EA For many business owners, the value of their business is closely tied to their retirement, legacy, and future financial security. Yet too often, owners wait until they are ready to exit before discovering gaps that can reduce business value or make a successful transition more difficult. This presentation is designed to help business owners understand the key factors that drive business value and why proactive exit planning matters long before a sale or transition takes place. During this session, SVA professionals will share practical insights on how owners can strengthen the value of their business, reduce risk, and better prepare for future opportunities - whether that means selling the business, transitioning ownership internally, or planning for retirement. Attendees will leave with a clearer understanding of what buyers look for, common issues that impact value, and steps they can take today to improve long-term outcomes. Key Takeaways: Why many business owners fall short of their exit expectations The key drivers that influence business value Common risks that can negatively impact a transition or sale How early planning can create more flexibility and better outcomes The connection between business planning, personal goals, and succession strategies About the Speakers: Nikki Gralapp, CPA, CExP: Nikki is a Principal at SVA Certified Public Accountants, with expertise in the restaurant and hospitality industries. She provides clients with technical expertise in areas such as tax planning, financial reporting, financial projections, budgeting, financial and estate planning, and review of internal controls. Nancy Mehlberg, CVB, EA: Nancy is a Principal with SVA Certified Public Accountants. Her expertise with the Value Builder System helps businesses develop a strategy to improve the value of their company. Using SVA's Path to Financial Independence, a proven methodology to create a thriving business, Nancy works one-on-one with her clients to help them analyze their ongoing performance against key drivers. Thank you to this Month's Sponsor: Venue Partner