In Person Business Banking Financial Planning

Build It, Value It, Sell It

Date: October 26, 2026 | 11:30 AM - 12:30 PM
Location: Elevations Credit Union, Fort Collins Community Room, 221 E. Mountain Ave., 2nd Floor
By: Elevations Credit Union
Build it Value it Sell it Lunch & Learn

 

Build It, Value It, Sell It

A Business Owner's Guide to Valuation and Exit

 

For business owners who want to know what their business is really worth — and what to do about it.

What You'll Walk Away With:

  • Why Enterprise Value — not revenue or profit — is the real scoreboard for your business
  • The exit stats that surprise every owner — and why 79% have no plan for one
  • The Enterprise Value formula — how valuations actually get calculated
  • The 24 value drivers behind your Health Score — and which ones move the needle most
  • The banking & wealth tools that protect what you build, before and after a sale

 

Nadine Trujillo-Rogers (co-host)

Senior Business Banking Relationship is a key member of the business banking team at Elevations Credit Union and a recognized leader in the financial services industry. With over 30 years of experience, she is a trusted advisor specializing in business lending, treasury management and team leadership. Nadine is passionate about empowering small businesses and nonprofit organizations with customized financial solutions.

About Cultivate Advisors (co-host)

A business advisory and consulting firm founded in 2013 that focuses on helping small and mid-sized businesses grow revenue, improve profitability, develop strategic plans, and prepare for long-term value creation. The company emphasizes that its advisors are former business owners and operators who bring practical experience to client engagements. The firm serves businesses across North America and works with companies in a wide range of industries.

Register Here