COH Owners Roundtable Workshop

After spending so much time building a business you want to make sure you maximize the value before entering the third act of your life. There are things you can do now that will maximize the value of your business.

In March, we’re kicking-off the acclaimed five-part seminar series, the COH Owners Roundtables. The sessions will be held on the second Tuesday of each month starting with March and ending in July.

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In this invitation only, five-part series, we will cover the following:

MAR 10    Stage 1: Identify Value (Know your actual business value and how it compares)

APR 14     Stage 2: Protect Value (Derisk your business to protect current value)

MAY 12    Stage 3: Build Value (Implement changes to improve value)

JUN 9       Stage 4: Harvest Value (Identify succession options and tax efficiency)

JUL 14      Stage 5: Manage Value (Secure future income and lifestyle)


The sessions are held from 7:30am-9:30am, which includes presentations from FocusCFO, a light breakfast, and an opportunity for networking with other local business owners. 

The COH Owners Roundtable workshops will be held at The Nationwide Conference Centerlocated at 100 Green Meadows Dr S, Lewis Center, OH 43035. 



The Owners Roundtable Series is by invitation only and will be limited to ten business owners.

If you are interested in attending (solo or with a key partner), please sign-up below or send a email to [email protected] to secure your spot.

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