Using Value Acceleration To Build Value In A Business: Fishing For Value Case Study

ORANGE COUNTY CHAPTER EVENT

Using Value Acceleration To Build Value In A Business: Fishing For Value Case Study


Value Acceleration is all about:

  • Discovering the value and current state of attractiveness and readiness of a business and owner
  • Preparing the business for a transition based upon improvements agreed upon by the owner,  management team and advisors
  • Developing and implementing a transition plan for the business and owner based upon their requirements

In this session, attendees will participate in small group discussions to apply the value acceleration methodology to a business case study. The groups will come together to discuss the results and decisions reached in each group and how it effects the business owner.

(After the session, attendees will receive a copy of the short story, Fishing For Value).

Learning Objectives:

  • Ways to apply the Value Acceleration Methodology to help the business owner increase the value of their business
  • Approaches that could be used to determine the most appropriate business, financial and personal actions that should be taken
  • Identify business, financial and personal actions that could be taken to build value and position the business for a transition
  • How to determine the top 2 business recommendations and top 2 personal and financial recommendations that should be completed by the business owner over the next 90 days.

 

About the Presenter:

Learn from industry expert Joe Seetoo, CFA, CPA, Partner & Vice President of Morton Capital Management.

 

This event is free to attend! Thank you to our Sponsors:



This meeting will be held at Maggiano’s South Coast Plaza.

Address: 3333 Bristol Ave. Costa Mesa, CA 92626

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPIOrangeCounty.org.

About the Presenter


Joe Seetoo, CFA, CPA

Joe Seetoo, CFA, CPA

Partner & Vice President of Morton Capital Management

Meet Joe Seetoo.

Joseph A Seetoo is a Partner & Vice President of Morton Capital Management. Joe has 20 years of experience in developing investment strategies for affluent business owners and high net worth families. Prior to joining Morton Capital Management in August 2007, he served as the Director of Investment Research for Georgina Asset Management, LLC, an SEC Registered Investment Advisor located in Santa Monica, CA from September 2003 until July 2007 and as the Director of Operations from May 2000 until September 2003. Joe began his investment career with Sanford C. Bernstein & Co., Inc. in 1998. Joe is a Chartered Financial Analyst, a member of the CFA Institute and the Los Angeles Society of Financial Analysts. Joe is a Certified Financial Planner™, a Certified Exit Planning Advisor (CEPA) and a member of
Provisors™ .


Continuing Education


This meeting does not qualify for continuing education credits:

 

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact Josh Koza at JKoza@Exit-Planning-Institute.org.