Presentation Testimonials

The Beyond Business: From Success to Succession presentation covered the essential elements, and it expanded one's thinking and option generation. The reality check was important!

I found it beneficial for my group company exit strategy and it was valuable information to help coach my clients going through separation and divorce who have family business and what expert advice they need.

I liked how the presentation covered what areas need to be thought about in the succession process and had me thinking about what is your companies unique difference to your competitor.

Overall the valuable insights into future sale and strategy needed for my current business group of companies made attending very worthwhile. I was also able to gain valuable insight for my coaching business for asking the right questions and what expert advice they need, to make intentional informed decisions for their future

Attending the "Success to Succession" seminar resonated well with me and provided valuable insights as a retired business owner reflecting on my career. 

One key takeaway was the critical importance of timing in the succession planning process. Carl's emphasis on early planning struck a chord with me. I completely agree with him, there's a finite window of opportunity to secure the best outcome financially when moving on from your business.

His insights into optimizing the importance of strategic planning and negotiating an outcome that worked for the Buyer and Seller to avoid needless post-sale disputes between both parties proved invaluable.

As someone well-versed in business matters, I appreciated the additional clarity with which Carl explained the implications of different sales structures given on such occasions as the Seller you can get lost in all the various aspects at play.

Regardless of whether you’re contemplating selling your business or not, planning for succession is not just about preparing to exit; it's about setting up for the long-term success for BOTH the Buyer & Seller – especially given the Buyer’s motivation is usually based on emulating the Seller’s (your) profit history.

“Beyond Business - Success to Succession” was very good. I’d urge anyone in business to attend future seminars.

"Learning about the process but with context has been incredibly insightful. Carl is great, he is able to offer an understandable solution to complex situations. I would recommend Carl and "Beyond Business: Success to Succession"

"Beyond Business: Success to Succession" was great, a really good snapshot and it was honest! Carl was very informed and well presented."

Beyond Business: From Success to Succession had practical information, and great points to consider for business. The presentation really helped me to rethink on my business.

The Beyond Business: From Success to Succession presentation was clear, concise and informative. Most important, it held my attention.