Lunch & Learn: 10 Years (or less!) to Retirement
Wednesday, January 28, 2026 (12:00 PM - 1:00 PM) (MST)
Description
10 Years (or Less!) to Retirement: Actionable Steps for a Successful Small Business Exit
In this workshop, Certified Exit Planning Advisors (CEPA® ) Steve Kreutzberg and Roger Dael will share a proven framework and practical steps to help you start preparing your business for a successful exit. You’ll also hear from Business Intermediary Elise Mariner, who will walk you through the transaction process and provide insights into the current marketplace for selling a business.
By the end of the session, you’ll have a clear understanding of what you can start doing today to position your business for a strong, profitable exit in the future. Whether your timeline is three years or ten, remember—exit planning is business planning NOW, and it’s never too early to begin.
Key Actionable Takeaways for Attendees:
- Learn about Exit Planning and the Value Acceleration Methodology (VAM) and what first steps you can take depending on how far out your 'ideal' exit timeline is
- Understand more about what your business might be worth today; as well as your wealth, income, and value gaps
- Learn actionable things you can start doing to increase your business's value immediately and how it should be part of your everyday business mode
By the end of the session, you’ll have a clear understanding of what you can start doing today to position your business for a strong, profitable exit in the future. Whether your timeline is three years or ten, remember—exit planning is business planning NOW, and it’s never too early to begin.
Meet your presenters:
| Roger Dael | Steve Kreutzberg | Elise Mariner |
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Please note: You can attend this session in person or virtually! Only for non-lunch registrants. Select your choice during registration
Choose Your Lunch! This month's lunch is provided by Cafe Amor
1. Turkey Club Wrap: Turkey, Bacon, Avocado, Tomato, Lettuce, Chipotle Aioli
2. Durango BLT-T Sandwich: Bacon, Lettuce, Turkey, Tomato, Mayonnaise on a Hoagie Sub
3. Veggie Sunrise Sandwich: Peppers, Cucumbers, Carrots, Onions, Tomatoes, Avocado,
Hummus, Salt, Pepper, Olive Oil, Prosecco Vinegar, Oregano, Microgreens, Arugula on Toasted Whole Grain
4. Durango Cobb Salad: Romaine Lettuce, Microgreens, Boiled Eggs, Cherry Tomatoes, Avocados, Onions, Bacon, Turkey, Shredded Cheese, Ranch Dressing, Croutons
Can be made with gluten free bread or vegan cheese if needed
2301 Main Ave
Durango, CO 81301 United States
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