LIVE WORKSHOP

·

For Small-to-Mid Companies

·

Lower / Middle Market CEOs

Acquisition Readiness - Leveraging BPO

Preparing for acquisition isn’t just about boosting profits—it’s about building a business that runs smoothly without you. This workshop shows you how to use Business Process Outsourcing (BPO) and AI to streamline operations, reduce costs, and increase your company’s appeal to buyers.

You’ll learn how to identify which processes to outsource or automate, evaluate the ROI of those changes, and implement them in a way that respects and retains your team. We’ll cover everything from vendor selection and cost-benefit analysis to change management and employee communication.

By the end of the session, you’ll have a clear roadmap for using BPO and AI to make your business leaner, more scalable, and more attractive to acquirers—without sacrificing the culture and people that made it successful in the first place.

virtual or hybrid

2 hour Workshop Agenda

Starting at $14,000
To introduce how BPO and AI can streamline operations and increase acquisition readiness without disrupting team morale.
  1. Introductions and Overview
  2. The Role of BPO & AI in Transitions
  3. Identifying Outsourcing/Automation Opportunities
  4. Evaluating Costs and Benefits
  5. Respectful Implementation
  6. Implementation Planning: BPO/AI with the Team in Mind
  7. Action Planning: Leveraging BPO/AI in Your Business
  8. Wrap up and Next Steps

Includes a psychographic segmentation audit for your organization.

virtual or hybrid

4 Hour Workshop Agenda

Starting at $20,000
To provide a strategic approach to outsourcing and automation that enhances scalability, reduces owner dependency, and preserves organizational culture during transitions.
  1. Introductions and Overview
  2. Assessing Your Business for Outsourcing/AI Opportunities (deep dive)
  3. Building the Business Case (Costs, Savings, and Value Impact)
  4. Break
  5. Change Management & Communications Plan
  6. Implementation Strategy Workshop
  7. The Human Side Revisited – Ensuring a Legacy of Respect
  8. Wrap up and Q&A

Includes a psychographic segmentation audit for your organization.