HOW TO THINK ABOUT TECHNOLOGY'S IMPACT ON EXIT MULTIPLES
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Leveraging technology effectively can significantly enhance the exit valuation multiple of a company during a sale. Investors and acquirers often assess the technology landscape to gauge a company’s growth potential, competitive positioning, and overall value.
Geoff will discuss how current technologies are impacting the main drivers of enterprise value by reviewing technology initiatives for systems implementation, AI and process automation, and operational efficiency. He will also share tips for identifying technology efforts that can fit inside of sale preparation timelines to better advise business owners.
Learning Objectives:
- Breaking down technology’s impact on enterprise value
- Current trends in technology – including AI, process automation, data quality, and operational efficiency
- How to identify if a technology initiative fits in your pre-sale timeline
About the Presenter:
Hear from industry expert, Geoff Marsh, Partner, AMEND.
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Who Should Attend?
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Attorneys
You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.
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CPAs/Accountants
Owners participating in the State of Owner Readiness research continue to indicate that you are the No. 1 "Most Trusted Advisor." You are a natural fit to lead the exit planning team and deepen your relationship (and retention) of next generation owners.
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Wealth Managers
You’re a skilled relationship person. Being entangled into your clients’ professional lives matters as you build a strategy to manage their wealth upon them harvesting it from their business. Exit planning allows you to build a deeper relationship with your client, expands your COI network, while giving you an early seat at table well before the liquidity event.
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Valuation Analysts
Valuation is both a billable engagement AND an opportunity to provide owners some perspective on how to accelerate value drivers (and deal with value killers). Use exit planning to make that valuation into a longer term value acceleration engagement.
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Financial Advisors
One of the critical ‘legs of the stool’ is personal financing planning. An owner must have a strong financial plan & contingency plan post-transition to enable them to thrive in the next act of the lives personally and financially. Exit planning brings this future mindset into the present. Exit is now.
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Investment Bankers
Only 2 of every 10 businesses that come to market actually sell. Learn how exit planning can bring attractive AND ready business to your purview.
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Estate Planners
Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.
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Strategic Consultants
One of the most critical roles in exit planning is building transferable value. Strategic consultants have the ability to expand options and drive rapid business value that affect performance today.
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Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
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Mergers & Acquisition Advisors
Proper exit planning causes less deals to fall through at the last minute. Connect with CEPAs to build your healthy deal flow network.
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Family Business Advisors
More than 50% of lower middle market business owners would prefer to transition to the next generation. Help them succeed with exit planning strategies.
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Commercial Lenders
One of the best relationships a business owner makes is with their banker. How can you help your corporate clients think about the future and ensure financial continuity? Answer: exit planning.
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Other Professional Advisors
Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.
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Private Business Owners
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Professional Advisors
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Members of Family Business Boards
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Business Owners
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Other Business Professionals
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Business Consultants
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Business Owners & Their Trusted Advisors
EXIT PLANNING IS GOOD BUSINESS STRATEGY
The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.
ABOUT THE PRESENTER
Geoff is a Partner at AMEND where he has worked to help dozens of middle-market businesses grow their leaders, improve profits, and increase enterprise value.
Geoff is one of the area's leading authorities on applying holistic continuous improvement solutions with a specialization in technology, finance, and operational efficiency. He has spent his career honing his skills to advise private businesses on how to utilize data and technology to enhance business strategy, financial analysis, process automation, and operational performance.