What’s a Business Owner’s “Freedom Point” and Why Should I Care?

Last Wednesdays Morning Webinar or Lunch @ Outing Club 

Wednesday – March 31, 2021 

Who Should Attend? 

Business owners considering selling their business now or in the future 

Financial advisors, CPA’s, attorneys, and advisors to business owners 

10 am-11am CDT: Webinar 
(Attendees do not see who else is in attendance in this webinar format.)

OR
12 pm – 1:30 pm CDT: Lunch Presentation at
The Outing Club 2109 Brady Street, Davenport, Iowa 
(Attendees will meet other professionals in person at this business luncheon.)

What’s a Business Owner’s “Freedom Point” and Why Should I Care?

Most business owners have wrestled with the idea of selling their business.

 The difficulty is in determining when you should sell and will the proceeds allow you to live comfortably for the rest of your life?

 Determining your Freedom Point provides clarity on your current status, and helps you determine risk levels as you review future options. 

Successful exits are not binary: selling or not selling. 

Successful exits are intentional and strategically executed.  

Join Chris Barnard, Todd McGreevy and Tony Grau for a 60 minute webinar and learn: 

 1. Recent trends in business owners’ future expectations and exit intentions. 

 2. How to configure your Freedom Point and whether you are Risk On or Risk Off. 

 3. When it’s the right time to use the free tools at MarigoldResources.com.  

Wednesday – March 31, 2021

Webinar: 10am to 11am CDT
Sign up for Webinar here. 
After registering, you will receive a confirmation email containing information about joining the webinar.

OR ATTNED IN PERSON

image.pngLunch Presentation: 12pm to 1:30pm CDT 
E-Mail Chris Barnard to Reserve Your Seat at the Lunch Presentation. 

The Outing Club 2109 Brady Street, Davenport, Iowa 
 

All attendees to webinar and lunch will receive a complimentary Freedom Point e-book and be eligible for complimentary evaluation for your business or one of your client’s businesses. Please call 563-424-5707 with questions. 


Save the Date: Wednesday-  April 30, 2021

Three Options When You’re Not Ready to Sell and Have Also Reached Your Freedom Point

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