presents:
Maximizing Equity through Strategy, Talent and Team.
Are you ready to take your Montana business to new heights? Join us for an exclusive summit tailored for entrepreneurs like you, focused on unlocking the full potential of your company.
Session 1
Growth or EXIT
Aligning Growth Planning with EXIT Objectives
Understand the importance of why and how to develop an EXIT strategy. Whether you’re considering selling in the near future, simply planning for the long term, or even haven’t yet considered the idea of selling your business, having a robust EXIT strategy is crucial to maximizing the value of your business and ensuring that you meet your goals.
Session 2
Sales Strategy
Leveraging the Sales Xceleration Framework
Explore cutting-edge insights on strategic sales planning. Sales Xceleration Framework is one component of the Certified Sales Operating and Management System™. This proprietary process equips business owners and executives with the tools, resources, and knowledge to build a high performing and accountable sales team.
The Sales Xceleration Framework leverages a series of quarterly and annual meetings and ensures businesses have a solid sales strategy, action plans, team talent and training plan to achieve your revenue and departmental goals.
Session 3
Operating Framework
5 Essential Tools to Lead & Manage Winning Teams.
We will focus on how to elevate leadership with 5 essential tools that will help you lead and manage winning teams. Our objective will be to exhibit how a framework can scale talent, teams, and build a magnetic culture of achievement. We will exhibit how clarity of role for the individual and teams create clear expectations and clarity for the organization. We will focus on the desired outcomes of the business while emphasizing how the “soul” can create your most competitive advantage. Let’s add fuel to your Systems and leverage the soul of your team.
Connect with Like-Minded Entrepreneurs
Network with fellow Montana business owners who share your passion for growth. Exchange ideas, build valuable connections, and be a part of a dynamic community dedicated to pushing the boundaries of success.
Expert Speakers
Our lineup of expert speakers brings a wealth of experience to the table. Gain actionable advice and practical tips from professionals who understand the unique landscape of Montana’s businesses.
Transform Your Vision into Reality
Whether you’re a start-up or an established business, this seminar will equip you with the tools and strategies needed to elevate your business and thrive in today’s competitive market.
Summit Take-Aways
In addition to gaining insights and perspective from a team of experts, each seminar participant will receive a series of business assessments. Each assessment aligns with the seminar topics (e.g., e.g., growth or exit, sales strategy, operating framework) and provides a snapshot of operational readiness and alignment. The assessments are scored based on tried and true industry best practices and provide comparisons and benchmarking.
Event Details:
REGISTRATION
CLOSED
CLOSED
- Date: April 24
- Time: 1:30pm - 7pm
- Venue: Missoula - Residence Inn by Marriott
- Cost: $495.00
- Date: May 9
- Time: 1:30pm - 7pm
- Venue: Bozeman -Riverside Country Club
- Cost: $495.00
- Date: May 15
- Time: 1:30pm - 7pm
- Venue: Whitefish Lake Lodge
- Cost: $495.00
Agenda:
Presenter BIOS
The Montana Trifecta consists of:
Jeff Streeter
Partner CFO with Partner B2B CFO..
With over 35 years of senior executive experience, Jeff is a seasoned professional known for expertise in strategic finance and operations across industries, including consumer products, manufacturing, and construction management. Throughout his career, Jeff has demonstrated a remarkable ability to drive operational enhancements, foster business growth, and optimize profitability.
As an entrepreneur specializing in small to medium-sized companies, Jeff brings extensive experience across various business scenarios. He played a crucial role in transforming his startup into a well-established company, offering valuable guidance in strategic growth and financing options.
Jeff’s dedication to excellence, coupled with a comprehensive skill set and industry understanding, positions him as a trusted advisor in strategic finance and operational management. His proven track record of delivering impactful results and relentless pursuit of growth make him an invaluable asset to any organization aiming for new levels of success.
Todd Twete
CSL, Outsourced VP of Sales with Sales Xceleration
Spanning three decades, Todd’s entire professional career has been dedicated to the art and discipline of selling. The foundation of all sales is a simple numbers game. Understand and embrace that and your company has just taken the first step toward enabling a successful sales organization.
While much of my career was spent in executive and leadership roles for telecommunication and software companies, there are universal sales fundamentals and best practices that apply regardless of industry. My tenure includes start-up organizations as well as companies that have been in business for over 50 years. This extensive experience provides unique insights as to what strategies, sales infrastructure, and accountability are required to act as a sales architect and builder and to support organizations that are struggling to realize sales and/or are suffering from flat or declining sales.
Steve Bendzak
CSL, System & Soul Coach
Steve, the visionary Founder of Equity Catapult, brings 31+ years of leadership, dedicated to propelling client success through brand building. Revered for his integrity and inspirational leadership, he engineers top-tier teams, consistently delivering exceptional results in both the private and public sectors. Steve exceeds ROI goals with strategic objectives that build shareholder equity and value.
His team achieved record-breaking EBITDA in Jarden Inc.’s $7B portfolio, leading unparalleled growth through an omni-channel business. Steve has participated in 7 mergers & acquisitions within partnerships, alongside legendary mentors. Today, post evaluation, Steve tailors tools and processes that foster team alignment to elevate sales, boost profits, and create enduring high-performance environments. When it comes to creating a magnetic culture of achievement and a mindset of abundance, the System & Soul framework leverages vision with accountability to operate more effectively.
ABOUT
At Equity Catapult we specialize in a suite of services designed for comprehensive business enhancements. Our focus is to remove the guesswork from individual roles, team priorities, and to deliver Clarity for the entire organization’s strategic outcomes. We work with management teams to establish annual strategic plans, while setting quarterly objectives that prioritize resources and keep the business on a trajectory of growth and stability.