Half-Day Workshop for Seasoned Business Owners & Leadership Team

Secure Your Seat Today

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In this workshop, Barry Gleeson from The Kelsey Group and Larry Guess from Plancorp will simplify the key value-drivers of your business and equip you and your leadership team with practical tools and advice. This hands-on session will dive deep into your business, giving you the comprehensive knowledge needed to make informed decisions.

Upcoming Workshop

Who Should Attend?

This workshop is specifically designed for Business owners and their leadership teams that are interested in uncovering strategies and tactics that will not only drive the value of the business but make it stronger and more resilient immediately.

We will provide breakfast and lunch. After lunch, there will be a networking session where you and your team can discuss how to apply the morning's insights.

  • TBA
    Workshop

    Maximizing the Value of Your Business

    In this workshop, we will explore strategies for maximizing business value through understanding business valuations, identifying key value drivers, and implementing effective strategies in people management, strategic vision, and execution. Date of workshop coming soon!

    Date

    TBA
    8:30am - 1:00pm CST

    Location

    Plancorp Headquarters
    540 Maryville Centre Dr. Suite 105

    St. Louis, MO 63141

Meet Your Hosts

Together, Barry and Larry have more than 60 years of experience helping business owners in the areas that matter most: building sustainable value, optimizing key investments, and planning for what comes next.

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Barry Gleeson

Owner & Managing Partner
The Kelsey Group

Barry Gleeson is the Owner and Managing Partner of The Kelsey Group, a business coaching and advisory firm that offers strategic and execution planning services, CEO peer advisory boards, executive coaching and other services all designed to help business owners and leaders focus strategically to not only outperform their competitors but to drive enterprise value.

He is a Certified Peer Board Facilitator with The Alternative Board (TAB) and is a Certified Growth Coach with the Scaling Up organization. Barry has a passion for engaging with leadership teams, enabling them to break through the status quo to deliver exceptional results. 

Prior to working with privately-held businesses, Barry worked for Fortune 500 companies in diverse positions and also managed a family-held retail business.

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Larry Guess 

Director of Business Succession Planning  Plancorp

Larry has enjoyed a career of more than 30 years in financial and operational management, including roles as a CFO and COO for companies in the manufacturing, retail and service industries. After successfully selling a business that he had been part owner of, Larry joined Plancorp in 2016 to lead its Exit Strategy Advisors division and advise clients looking to chart their own transitions.

Larry is one of the few Certified Exit Planning Advisors® in the St. Louis region.

Read Full Bio

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You Don't Want to Miss This

This Workshop is designed specifically for business owners that are thinking about Exit planning strategies and how they can maximize what will likely be the most important financial transaction of their life.

 

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Connect

Join like-minded business owners and leaders in a small setting, where you can ask questions, make meaningful connections and benefit from the collective experience in the room.

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Learn

Go deep and get hands-on in various areas of your business and learn what has the greatest impact on valuation to determine what’s best for your business.

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Grow

Apply the learnings to your business immediately and gain (or regain) a sense of confidence in the direction you’re heading.

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If you know a business owner who would be interested in attending this workshop, please share this page.

About The Kelsey Group

The Kelsey Group was founded in 1999 to help owners of privately held companies achieve their desired work-life balance and achieve success.

As trusted advisors to their clients, The Kelsey Group enhances the lives of business owners by helping them gain the freedom and time to focus strategically on their business in order to maximize the return on their life’s work and have fun along the way.

Learn More

About Plancorp

Plancorp is a financial services firm founded in 1983 with a strong belief in independence, objectivity and placing the best interests of every client first.

In addition to Wealth Management and niche services for business owners and high affluent clientele, Plancorp provides comprehensive transition strategy for business owners at all stages in their career and company maturity.

Learn More

Schedule a Call With a Wealth Manager to Get Started

Let Plancorp help so you can focus on making the most of your wealth

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Direct: 636-532-7824 | Toll Free: 888-220-1163 | info@plancorp.com

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