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.
- 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.