PRIVATE LUNCH FOR BUSINESS OWNERS

MEASURE AND MAXIMIZE YOUR BUSINESS VALUATION

Is Your Business Worth as Much as It Could Be? Learn How to Maximize Your Valuation & Secure Your Financial Future

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PRESENTED BY

RICHARD JONES

April 9, 2025

11:30 am - 1:30 pm

Memphis, TN
Location TBD

Lunch Provided
Limited Seats Available

A SPECIAL INVITATION

Join me for 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.

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

April 9, 2025

11:30 am - 1:30 pm

Memphis, TN

Location TBD

FEATURING

Darrell Amy

Author of A Business Owner's Guide to Maximize Business Valuation

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

April 9, 2025

11:30 am - 1:30 pm

Memphis, TN

Location TBD

Who Should Attend?

  • Business owners who want to increase their company’s value

  • Entrepreneurs considering a future exit or succession plan

  • Leaders looking to attract investors or strategic buyers

  • Anyone interested in aligning business success with personal wealth

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

Meet Your Hosts

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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.

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RICHARD JONES

Rich is a founding member, partner, and financial planner with Keystone Planning Partners. He is a CERTIFIED FINANCIAL PLANNER™ professional located in Memphis, TN.

Rich brings over 20 years of experience in wealth management including risk strategies, tax optimization, and succession planning.

After earning a business degree from the University of Memphis, he took a corporate position. Rich soon realized he wanted to be in a profession that helped people. In 1996, he took the leap and pursued a career in the financial services industry.

Convinced that he needed to take a more comprehensive approach to his client's financial affairs, Rich began studying to obtain his CFP® designation and successfully attained that certification. Rich offers his clients an approach to financial planning that is customized individually while being systematic and process oriented.

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

April 9, 2025

11:30 am - 1:30 pm

Memphis, TN

Location TBD

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

April 9, 2025

11:30 am - 1:30 pm

Memphis, TN

Location TBD

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