• Lunch & Learn : Driving Value in Your Business

Learn. Grow. Transition.

What is your business truly worth — and are you preparing it for the day you decide to step away?

Whether retirement is five years away or fifteen, the decisions you make today directly impact the future value, marketability, and sustainability of your company.

Join us for a strategic Lunch & Learn designed for business owners and executives who want to better understand how to increase enterprise value, reduce risk, and prepare for a successful transition or eventual exit.

Featuring:

Matt Albers, AWMA, CEPA, MRFC, CEMC
CEO, DRS Business Advisors

and

Thomas “Tommy” Battle, MBA, CEPA, CFP®
Founder, Battle Business & Leadership Coaching

During this session, participants will explore how to intentionally build a business that can thrive — and command stronger valuation — beyond its founder or current leadership.

You’ll learn how to:

✔ Identify and activate the key drivers that increase business valuation
✔ Reduce owner dependency and operational risk that can lower sale value
✔ Strengthen leadership structure and operational systems buyers look for
✔ Create a strategic roadmap for succession, transition, or future sale

“Sustainable success isn’t left to chance — it’s built on a vivid vision, a compelling purpose, and a structure that empowers people to perform at their best.”

Whether your goal is growth, succession planning, or preparing for a future sale, this workshop will provide practical insights to help you build a stronger, more valuable business.

Who Should Attend

This workshop is ideal for:

• Business owners considering long-term succession or eventual sale
• Family-owned businesses planning leadership transition
• Executives and leadership teams focused on sustainable growth
• Owners looking to reduce risk and strengthen company operations
• Professionals advising business owners, including CPAs, attorneys, and financial advisors

A light boxed lunch will be provided, along with opportunities to connect with fellow business leaders.