Go Deeper with Industry Knowledge


Ask the Expert Broadcast: Go Deeper with Industry Knowledge

In this presentation, the co-founder of Vertical IQ shares best practices using industry-specific content to add value to small business owners. You’ll learn how call preparation, using industry research and financial insights, and having an ongoing dialogue with business owners will result in a higher new client win percentage along with happier existing ones. During this session, you’ll also discover how these methods are best implemented.

Take a tour of a platform for industry research that reveals your subject company’s market presence, financial metrics, benchmarks, and local economic data. Vertical IQ currently has over 400 industry profiles.


Learning Objectives:

  • Get higher valuations for clients through industry deep dives.
  • Create value with financial statistics, valuations, and more.
  • Share content with clients for engaging conversations.
  • Grow your practice and improve marketing.

About the Summit:

Every year, the EPI community gathers the top 200+ advisors from across the industry (and the world) at the Exit Planning Summit.  A major part of the Summit experience and value is that EPI has built a strong, collaborative network of solution providers specifically geared toward supporting advisors like you in changing the outcome for exiting middle market business owners.

The Exit Planning Summit is the “Super Bowl” for Exit Planning Experts, Advisors, and Middle Market Business Owners. It contains the best content taught by top experts in the marketplace. The Summit brings together 200 of the top CEPAs a part of EPI, combined with other leading advisors, thought leaders, and partners within the exit planning space. This September in Nashville, advisors from across the globe will gather to learn the latest in exit planning while immersing themselves in a big conference atmosphere with a interactive, workshop personalized feel. The highlights for the 2019 Exit Planning Summit will expand your view, challenge you to greater heights, and reinvent the way you approach the middle market.

Explore the 2019 Exit Planning Summit

Meet the Presenter

Meet Susan. Susan Bell is a co-founder and EVP, Sales of Vertical IQ. After receiving her public relations degree from the University of Delaware, she began her career in marketing with a utility company in the mid-atlantic. She then spent eight years as a banker in Wilmington, N.C. For the past 18 years Susan has worked in the business intelligence space.

Connect with the Presenter: Vertical IQ | Website: www.verticaliq.com | Email: lstidham@verticaliq.com | Phone: (919) 787-4600

About Vertical IQ : With actionable content covering hundreds of industries, Vertical IQ quickly turns you into an industry expert; helping you relate to business owners’ challenges and ultimately land more exit transactions. Our industry research offers in-depth financial information on small to medium sized businesses. We cover trends, challenges, exit valuations, financial statistics, news, and much more to help you master the main changes and shifts affecting each industry. By arming professionals with easy-to-digest industry insight, Vertical IQ saves time and helps differentiate you from the competition.

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