In this interactive workshop, we will start with a discussion around the stage that the business is in and what the long-term vision is for the business owner. We will touch up the business cycle and how this affects the business at its current stage.
After, we will transition to a tool to help business owners understand how their businesses are valued, what the metrics are, and how their current perception of their business aligns with their long term vision.
About The Host: Elissa Schwartz
Elissa Schwartz has been a resident of Warren for 19 years. After teaching high school math for 8 years, she pursued her MBA and managed small businesses for 4 years before focusing her career path on financial planning. Over the past 5 years, Elissa has dedicated her financial planning practice to helping small business owners reach their financial freedom through holistic planning that addresses risk management, growth and estate planning using an efficiency model.