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Orange County, California

An innovative new tool is now available to company owners and CEO's who are wondering if their business is ready to command an optimal valuation from an exit event. This exit readiness assessment tool is designed for business leaders that want to privately conduct their own review regarding their company ability to command an optimal valuation from a third party.

Larry O'Toole, founder of Yosemite Associates, announced the new tool and commented "a well run company today isn't necessarily an exit ready company in terms of commanding an optimal valuation from a third party. Don't wait to find out if your company has gaps in its exit readiness when assessment tools like this are now available to small and mid-sized company leadership."

Greenpoint is now available to help take away uncertainty as to the readiness of your business. (find your Greenpoint now)

Irvine, California

Cerius Executives (Cerius), a leading "just in time" leadership placement firm, interviewed Larry O'Toole for their Q4 2020 business update. The quarterly update includes interviews of experienced executives to offer actionable insights to readers as we approach 2021. In this issue, Larry provides advice for continuing to navigate COVID-19 as businesses prepare for protecting and building their company value, or worth, in the upcoming year. (read the interview here)

Orange County, California

National accounting firm Eide Bailly (Eide Bailly) and podcast by CPA Art Wiederman (The Art of Finance) invited Larry O'Toole as the guest for the October podcast (listen to podcast here). Art interviewed Larry about advice to owners of dental practices on how to build the value of their businesses. Larry's campaign relates to any business to help take away the uncertainty for owners on how to build the long term value or worth of their company. Larry shared his experience and insights related to his 5 step campaign for building company worth.

Baton Rouge, Louisiana

Vistage (Vistage) in Baton Rouge invited guest speaker Larry O'Toole to join their area chapter sharing insights on "Technological Trends - Moving from Awareness to Preparedness". Larry's workshop helps business leaders think about how to raise their company awareness regarding technological advancements taking place within their industries to help avoid being disrupted and to identify opportunities to become a market disrupter. The workshop is filled with tools and templates that help a business owner and CEO guide their team through effective planning for developing a digital transformation plan. This workshop is part of the overall Bank Your Moment series of topics that was created to help business owners and CEO's build the long term value or worth of their business.

Los Angles, California

The Aerospace & Defense Forum (A&D Forum) today published the latest article by Larry O'Toole titled, "Smart Questions Business Leaders Are Asking Now". The A&D Forum is a national industry organization for suppliers to the aerospace and defense industry and included the article in their August, 2020 newsletter. 

In the article, Larry O'Toole outlines the smart questions that every business owner and CEO of any industry should be asking at this point in the Corona-geddon pandemic. The article is intended to help owners/CEO's faciliate productive dialog with their teams to help protect company value (or company worth as we like to call it) and also find opportunities to build it. (Read Article)

Santa ClaritaValley, California

The Aerospace & Defense Forum Santa Clarita Valley chapter (Aerospace & Defense Forum) sponsored a webinar for industry business owners and executives on April 24th, 2020 with Larry O'Toole as the featured guest speaker. Larry shared experience from the crisis playbook he used as CEO of a company that navigated the 2008/2009 financial crisis. Larry's message for the webinar was building your company worth never gets put on hold, even during a crisis. As Larry is known for doing with his guest speaking events, he offered a variety of actionable insights that owners/CEO's can implement to protect and build the worth of their company. The Forum recorded the webinar and it's available here (click here for video recording of webinar).

Los Angeles, California

The Aerospace & Defense Forum (A&D Forum) today announced the rescheduing of their March meeting to late April due to the COVID-19. Larry O'Toole will be the keynote speaker at their event in Santa Clarita, California. Larry's highly sought after topic, "Technological Trends, Moving from Awareness to Preparedness" (meeting notice) is part of his Bank Your Moment speaking series.  Most organizations are aware of the trends that are evolving and even revolutionizing industries but few are prepared to capitalize on them. Larry's talk will focus on giving executives actionable insights and will help remove the uncertainty associated with how to move an organization from awareness to preparedness in an area that can build or destroy overall enterprise value seemingly over night.  

Los Angeles, California

The Aerospace & Defense Forum (A&D Forum) today published their latest newsletter including the newest article by Larry O'Toole.  The article titled, "The Benefits of Strategic vs Tactical Advisors in Building Company Value" (article) is written for business owners and senior executives. The article highlights that owners would serve themselves well by considering whether the advisors around them are helping tactically or strategically in building long term company value. Too often business owners are surrounded by advisors that can reactively answer a question (ie: legal, tax, strategy) but not by those that are proactively providing value added strategic insights and experience that will help accelerate value building. Too often, when business owners reach their day of selling their company, it's filled with regrets and they wonder why their advisors didn't help them better prepare for a stronger outcome. The article offers tips on what steps an owner should be taking to ensure having access to the right blend of tactical AND strategic advisors.   

Riverside County, California

On line CEO publication, Business Insights, today announced the publishing of Larry O'Toole's latest article. Larry continues to have his series of articles published by various outlets as he dedicates his Bank Your Moment subject matter to business owners and CEO's on their journey of building company worth and personal net worth.  This latest article, "The Benefits of Strategic vs Tactical Advisors in Building Company Worth" (read article here)

The article shares that early in the year, it’s a good time for owners to think about the advice they get from their various advisors…is it tactical or is it strategic in enabling building long term value? The article identifies the meaningful difference between the two. Too often, business owners are surrounded by advisors that can reactively answer their questions but not by those that can help proactively guide how their business can create new worth. Larry's series of articles is designed to help business owners know what steps to take in building long term worth so they can one day be euphoric at time of exit. Having the right strategic advisors can be the difference between being regret filled or euphoric at time of exit.

 

 

Irvine, California

Leading aerospace & defense executive search firm Boyle Ogata Bregman (BOB Search) today published the latest article by Larry O'Toole titled, "Ask New Questions, Build New Value" (Click here for Article). The article offers insights on how to reinvigorate dialog that executives are having with external partners and stakeholders that could lead to learning new things, building new paradigms all which can lead to building greater company long term value. 

San Diego, California

Vistage (Vistage), a leading international executive coaching organization serving business owners and CEO's, today released more speaking engagement dates for Larry O'Toole. The latest dates in May, 2020 include speaking engagements to Vistage groups in Akron and Youngstown, Ohio. As part of Larry's Bank Your Moment speaking series, he'll be leading workshops for business owners and CEO's on his program titled, "Technological Trends, Moving From Awareness to Preparedness". Participants will learn how to develop the plans for their business to either be disruptors in their industry or avoid being disrupted. Larry provides participants with practical techniques and templates for guiding teams through effective planning for technological trends impacting their businesses.

Oakland, California

As Vistage Chairs begin to set their 2020 calendar, Larry O'Toole has been invited to present to multiple CEO groups in Oakland on May 27th and October 13th & 14th, 2020. Larry's Bank Your Moment series includes "Strategic Planning that Builds Company Value" and is designed for owners and CEO's on their journey of building long term company value. Workshops include Larry sharing a fresh perspective on approaching strategic planning for better team and employee engagement with sessions including practical tips, techniques and templates that provide an effective new approach to planning.

Los Angeles, California

Since 2016, Larry O'Toole has been asked by Loyola Marymount University (LMU) to present to their Executive MBA class. Prior year topics have included Strategic Planning and Change Management. This year, Larry was asked to share his over 20 years of CEO experience seeing first hand the power of emotional intelligence in the workplace. Larry presented O'Toole's Rules in which he shares practical tips and techniques for leaders to apply every day as they look to drive meaningful results for their organizations.

Orange County, California

We often hear about great leaders and what they did and continue to do that makes them so respected. What we seldom ever hear about is what they decided NOT TO DO. In helping private business owners build their company value, I often hear how busy their teams are and how hard they are working. In many cases this is true. But too often these hard working employees are spending energy on things that might have added value months or years earlier, but are no longer delivering the same value. Brave leaders know when and how to identify what their teams are working on and they tackle the tough decisions on what things should stop getting resources so they can be redirected to inititives or activities that will accelerate building company value. As you lead your company, remember that leadership is equally about knowing what to do as it is what not to do. You build long term value in your company by having an equal balance of both.

Orange County, California

With the beginning of a new year just a few months way, for many business owners this puts them in the important zone for developing, or fine tuning, their company strategy for the years ahead. Unfortunately for many, strategic planning is more of a financial exercise and this is a missed opportunity for buidling your company value. In my career as a CEO, my teams realized the benefits of putting initial focus and priority on our strategic thinking, followed by effective financial planning. I recommend to owners that they implement a 4 Step Strategic Planning Campaign.  Step 1 = What's Going On Inside Our Four Walls. This is our opportunity to take a holistic internal view of our company in terms of our revenue and margins by product or service and review key operating metrics all of which will help us understand our current business position and performance. Step 2 = What's Going On Outside Our Four Walls and the discussion moves to the external world. It's in this step that we think about market trends and competive dynamics. Step 3 = Where Do We Want To Take Our Business which builds on Steps 1 & 2 and gets the team planning where the business should go strategically. Step 4 = Our Pathway Forward which is the step for setting our plan to move the business toward our longer term goals. This step includes what resources we'll need, the financial plan we'll follow and how we'll monitor our progress. Building the long term value of your company is generally done more in an evolutionary manner, not revolutionary. Look at each new year with your team as an opportunity to review your strategic direction and build your confidence that you're taking the right steps to build company value!

Los Angeles, California

The Southbay Los Angeles chapter of the Aerospace & Defense Forum (A&D Forum) has invited Larry O'Toole to be their keynote speaker at an upcoming August 14th event. Larry's sought after topic, "Technological Trends, Moving from Awareness to Preparedness" is part of the Bank Your Moment series of presentations.  Most organizations are aware of the trends that are evolving and even revolutionizing industries but few are prepared to capitalize on them. Larry's talk will focus on giving executives actionable insights and will help remove the uncertainty associated with how to move an organization from awareness to preparedness in an area that can build or destroy overall enterprise value seemingly over night.  

Long Beach, California
The Port of Long Beach (Port of Long Beach) invited Larry O'Toole to present "The Essentials of Strategic Planning" as part of their ongoing Executive Leadership Series. Larry shared his views on how the private sector conducts innovative strategic planning with an emphasis on plan adoption and  implementation. The Port of Long Beach is launching an exciting new strategic initiative and is energizing the organization around the plan. Larry's presentation reviewed specific actions that the leadership team can be taking to strengthen the adoption of the plan throughout their vast organization.

Orange County, California

Business owners face many challenges as it relates to building the long term value of their company. One of these challenges should NOT be the alignment amongst co-owners. In my career, I’ve seen far too many instances where company value is being impeded by a lack of alignment between owners of a business. When we provide coaching to owners who are struggling with this challenge, discussions begin with identifying “what good looks like” to each for the future. This is the starting point for ultimately managing to alignment. Only once this alignment is established will the company be able to effectively implement strategies to build long term value.

Long Beach, California
The Port of Long Beach (Port of Long Beach) invited Larry O'Toole to present "The Essentials of Leadership - Bank Your Moment" as part of their Executive Leadership Series. Larry shared his views on what makes a strong leader based on his 20 years as CEO of manufacturing and service organizations. The Bank Your Moment series includes practical tips and techniques for participants to enable leaders in their strategic thinking, strategic planning and effective implementation for the purpose of building long term organization value.
Newport Beach, California
It was announced today that the 2019 Orange County Tax & Financial Forum (OC Tax and Financial Forum) has invited Larry O'Toole to join their list of local and national guest speakers for their 2nd annual event to be held on October 23, 2019 at The Pacific Club in Newport Beach, CA. Larry's topic will be "Delivering New Value to Your Corporate Clients" and is part of his Bank Your Moment leadership series. This series helps guide business owners and leaders on how to build long term value in their company. The annual OC Tax and Financial Forum brings together top national tax and financial experts to grow businesses and successfully meet the needs of an expanding client base. 
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Use Greenpoint Testing to Achieve Your Desired Exit Valuation

It only takes 106 questions, scanning 10 essential business functions, to stress test your readiness for a successful exit.

However, these questions require thoughtful commitment to achieve your desired exit valuation.

During this up to hour-long online testing, you'll see questions such as the following.

Sample Question 02

After internalizing each question, select among three answer options – Agree, Unsure and Don’t Agree – choosing the answer which best describes you and your business.

Then, complete the Greenpoint questionnaire to unlock your personalized report, which will reveal any gaps in your planning, pointing to the action steps needed to maximize your desired exit valuation.

Format: Digital

Delivery method: Email

Report included: Your Greenpoint results