PRIVATE LUNCH FOR BUSINESS OWNERS

HOW TO INCREASE THE VALUE OF YOUR BUSINESS & SECURE YOUR FINANCIAL FUTURE

A SPECIAL INVITATION

Experience this exclusive, invite-only Lunch & Learn, featuring insights from bestselling author and Certified Exit Planning Advisor Darrell Amy.

You’ll learn how to align your business growth with your personal financial goals to create lasting wealth.

Upcoming Events

This invite-only event is designed for business owners who want to take control of both their business and personal financial future.

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Memphis, TN

Keystone Planning Partners
Hosted by Rich Jones

Date
Memphis, TN

Are you a financial advisor that would like to host an event for business owners?

Contact us today.

WHAT YOU'LL LEARN

  • How your business valuation impacts your personal wealth & retirement planning

  • The five essential drivers of business value—and how to improve them

  • Steps to increase profitability, reduce risk, and attract the right buyers or investors

  • How to position your business for a strong future—whether you plan to sell or keep growing

Your Business Is Your Biggest Asset—
Is It Working for Your Future?

Attendees Get a Free Copy of Darrell Amy's guide to maximize business valuation.

As a business owner, your company isn’t just a source of income—it’s likely your largest asset and a key driver of your personal wealth and retirement plans.

But is your business as valuable as it could be?

Whether you plan to sell, scale, or transition your company in the future, understanding how to increase its value will help you:

  • Build long-term financial security

  • Strengthen your retirement plan

  • Ensure you get the maximum return when it’s time to exit

Meet Your Host

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DARRELL AMY

Darrell Amy is a Certified Exit Planning Advisor (CEPA) and creator of the Value Creation Engine™ framework.

He is passionate about working with purpose-driven owners of midsize companies to MULTIPLY ENTERPRISE VALUE so they can MAXIMIZE IMPACT.

For over 27 years, I’ve dedicated my career to helping midmarket companies grow their revenue, increase their valuation, and maximize their impact.

After witnessing numerous CEOs and business owners successfully exit at a premium, he pursued my Certified Exit Planning Advisor certification, which allows him to partner with financial advisors to help business owners maximize the value of their businesses so they can hit their personal financial goals.

His latest book, A Business Owner's Guide to Maximize Business Valuation, is a playbook for business owners who want to drive exponential valuation growth—whether preparing for an exit or simply rediscovering their passion for their business.

This is an exclusive, invite-only event.
Secure your seat now!

Why Attend?

  • Learn strategies to grow your business’s value and maximize your future wealth

  • Discover key financial planning steps to prepare for a profitable business transition

  • Connect with like-minded business owners in an intimate setting

  • Get your questions answered in a live Q&A with Darrell Amy

Date: [Insert Date]

Time: [Insert Time]

Location: [Insert Venue]

DISCLAIMER: This event is for informational purposes only and should not be considered financial, legal, or tax advice. The strategies and concepts discussed are general in nature and may not be suitable for all business owners. Attendees should consult with their own financial, tax, and legal professionals before implementing any strategies discussed in this presentation.

Any references to specific investment, financial, or business valuation strategies do not constitute an endorsement or recommendation. Past performance is not indicative of future results. Participation in this event does not create a client-advisor relationship with Value Creation Engines or any of its representatives. All business decisions are the sole responsibility of the business owner.

(c) 2025 Value Creation Engines