The next iBD workshop / November 2026
Use business value to guide your annual plan.
Whether you want to scale, step back or sell, your annual plan should support the time and money you want from ownership. Start with what your business is worth today and the decisions that could change it.
Planned for the first week of November 2026. The confirmed date, time, format, speakers and price will appear here when registration opens.
Business Valuation for Annual Planning
Use your valuation to inform next year's plan.
Your annual plan might call for more revenue, another hire or a new investment. Understanding value helps you examine how those choices affect cash flow, risk and the wealth you are building.
Understand
Which value answers your question?
What keeping the business is worth to you, its estimated market value, and what a particular sale would leave you with answer different questions. Learn how to keep those distinctions clear.
Investigate
What supports the estimate?
Look at the earnings, cash flow, growth assumptions and business risks behind a valuation. Identify what you know and what needs better information.
Apply
What belongs in next year's plan?
Connect the gaps you identify to the financial plan, leadership responsibilities and work you choose for the year ahead.
Who it is for
Preparing your annual business plan?
If you own an established privately held business, use this session to connect your company plans to your time, cash flow and wealth goals.
Whether you plan to keep, grow, step back or sell, bring a decision you're considering and the ownership goals it needs to serve.
Bring a useful question.
Which part of the business is most limiting its value? How much cash will the growth plan require? What would need to change before you could reduce your operating role?
Choose one question to carry into the session. The goal is to leave with a clearer view of what to investigate and where it belongs in your annual plan.
Before the workshop
Get familiar with the three lenses of value.
Explore the public teaching on keeping the business, estimating market value and evaluating a transaction. Your ownership goals give each number its purpose.