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Owners of service businesses doing roughly 1M to 10M dollars in annual revenue
A planning workshop from Valoré Financial
The Owner’s Table
Plan 2027 like an owner who could sell, scale, or stay. A private, hands-on workshop to map your year ahead and leave with your Q1 plan in hand.
December 4 · Chicago · Limited to 15 owners
Why this exists
Most owners plan the new year around revenue targets and whatever is on fire. Owners who build valuable companies plan differently. They use each quarter to close the gap between what the business is worth today and what it could be worth, and to get themselves out of the day to day. Built to sell does not mean you have to sell. It means you get to choose.
Who it’s for
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Founders who are still the bottleneck and want to move from operator to owner
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Owners thinking about multiple locations, a future sale, or building wealth outside the business
What we plan together
We work through the three areas of readiness used in exit planning, set your direction for 2027, then turn it into a focused plan for Q1.
Business readiness
What drives the value of your company, where the value gap is, and the moves in Q1 that increase it.
Personal readiness
Your role in the business. What you need to hand off, what you keep, and what you want your life to look like as an owner in 2027.
Financial readiness
The numbers behind your goals. Profit, cash, and how much you need to build wealth outside the business.
We also look at the four types of value that buyers and lenders pay for: your people, your systems, your customers, and your relationships.
How the session runs
3 hours, five parts
Look back
What moved the value of your business in 2026 and what didn't
Find the gap
Identify your biggest value gap and your biggest owner dependency
Set the year
Choose your priorities for 2027 across business, personal, and financial
Build Q1
Turn those priorities into a 90-day plan with owners, milestones, and numbers
Pressure test
Work through your plan with the room and with Danielle
Followed by a Wine Down with wine and bubbles.
What you leave with
- A clear direction for 2027 across business, personal, and financial goals
- A one-page Q1 2027 plan for your business
- Clarity on your biggest value gap and what to do about it first
- A short list of what to take off your plate and who takes it
- A room of owners at your level heading into the new year with you
A quarterly series
The Owner’s Table is a quarterly series. This December session sets your year and your first quarter. Future sessions will build on it, one quarter at a time.
Apply for a seat for December 4
Your host
Hosted by Danielle, Founder and Senior CFO of Valoré Financial
Danielle is the founder of Valoré Financial, a Chicago firm that helps service business owners become exit-ready by fixing the numbers so they can fix their role. She has scaled a company past seven figures and has worked with more than 100 businesses to scale.
Event details
- When
- Friday, December 4, 2026 · Time to be announced
- Where
- Chicago · Venue to be announced
- Format
- In-person working session with lunch included, followed by a Wine Down with wine and bubbles
- Seats
- Limited to 15 owners
- Investment
- 500 dollarsApply with a card on file. You’re only charged if you’re approved.
Apply for The Owner’s Table
December 4 · Chicago · Limited to 15 owners. This is a working session, so we keep the room small and at a similar stage. Applications take about 3 minutes.
Questions
Do I have to be planning to sell?+
No. Exit-ready means you get to choose: sell, scale to more locations, or keep a business that pays you well and runs without you. The planning is the same.
What should I bring?+
Your laptop, your 2026 numbers to date (P&L and cash balance), and a rough idea of your goals for 2027.
Is this a class or a networking event?+
Neither. It's a working session. You'll leave with a finished Q1 plan, not notes.
Is this part of a series?+
Yes. The Owner's Table meets quarterly, and this session sets the foundation for the year.