Working the Triggering Event Process, It’s Beyond the Numbers

DEEP DIVE WEBINAR SERIES | FISHING FOR VALUE CASE STUDY

Working the Triggering Event Process, It’s Beyond the Numbers


Having a process to help your clients clarify what state their business is in and how they can better maximize the equity they have. The Triggering event will allow you to illustrate to your clients how to do this and the estimated time frame to accomplish it. The Triggering Event correlates a business valuation to a business owner’s personal, financial, and business assessments. All businesses trade in a range of value.

This webinar will take a closer look at the ways to effectively manage teams of professional advisors from multiple disciplines. Using Chuck Borrows experience to learn how to conduct the enterprise value assessment.

Learning Objectives:

  • Understanding what steps and deliverables you should have for each phase.
  • The impact and value to your client
  • Why intangible assets are important to focus on.

About the Presenter:

Hear from industry expert, Vincent Mastrovito, and take a deeper dive into understanding Chuck Barrows needs and how to evaluate accordingly.

 

About the EPI Deep Dive Webinar Series:

The Deep Dive Webinar Series provides attendees premier continuing professional education on exit planning and value acceleration topics. This intermediate to advanced program level series occurs once a month and each session expands on critical content that is relevant to the active practitioner presented by experts from specialties within the exit planning ecosystem. During the deep dive webinars expert advisors will address multiple aspects of exit planning as it directly relates and applies to Chuck Burrows and his company Burrows Ltd. in the newly released owner eBook, Fishing for Value: A Short Story on Succession Planning, Business Growth and Exit. Instructors will explore, dissect and discuss their specific topic while apply these core values and expertise directly to the eBook.

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The EPI Deep Dive webinar series was designed to provide EPI members easy access to quality continuing education on hot topics of high interest. Each session will focus on a specific aspect of exit planning as it directly relates to the eBook Fishing for Value: A Short Story on Succession Planning, Business Growth and Exit

About the Presenter


Vincent is the founder and president of Prometis Partners. He began his career in 1989 providing wealth management services to businesses and individuals. After two decades with Lincoln Financial Group, confident in his own experience, Vincent built his own firm, Prometis Partners.  During his years as an independent advisor, Vincent has discovered his true passion in working closely with business owners on exit planning strategies. He brings his experience and enthusiasm for finding solutions to each new challenge.

Vincent has successfully completed advanced education through the Exit Planning Institute, Value Builder program, Pinnacle Equity Solutions, and the Business Enterprise Institute and Institute for Success. All of these advanced courses focus their education on how to best help business owners increase the value of their business and successfully transition out of their business. Vincent is a Certified Business Exit Consultant (CBEC®), Certified Exit Planning Advisor (CEPA), Certified Value Builder (CVB™) and a Certified DISC+ Coach (CDVC®). These designations reflect the requisite educational background and Vincent’s leadership and strong commitment to deliver optimal solutions to business owners.