Steve Wheeler
Executive Director of Roundtables

Steve Wheeler
Executive Director of Roundtables
As Executive Director of Roundtables, Steve is ultimately responsible for ensuring our members have an amazing Roundtables experience that will help them reach their financial and personal goals. Prior to joining R/A, Steve spent 12 years as a remodeling business owner in nearby Delaware. In addition, Steve is Co-host of The Tim Faller Show, a weekly podcast focused on “Improving The Bottom Line Through Production Training…”
The Succession Planning Mindset
The sale of your business starts today
- 2:55 pm
- September 22, 2022
Often, business owners view their retirement and potential sale or transfer of their company as something that will happen in the future. Therefore, the planning and set-up for succession planning is something that can wait for another time, or when the business is more established. The building of value in your company starts the day you start your business, and your mindset around succession should be planned for, and around, as long as you own your business.
We will define what succession planning is, what you can do to build value in your company, and how you can start planning the sale of your business today.
You will learn:
- What is a succession plan really?
- 5 ways to transfer ownership of your business,
- The math behind the sale – How to calculate the value of your business,
- Ways to set your company up for success now, and in the future,
- 8 Things you can do today to drive the value and sale price of the company in the future.