This month, we will be studying a recent case of an owner selling their business. Join us as we dive into the case and lead a discussion on how as a business owner you can be better prepared for the sale of your business, or how you can help a business owner client be better prepared.
In this session, you will work through a hands-on case study to build your exit planning acumen and collaborate with others to gain experience you can directly apply to your practice.
- Identify how an owner can better prepare themselves for the sale of their business
- Identify the different ways an individual can help a business owner client through an exit
- Identify different ways an owner can exit
About the Presenter:
Learn from industry expert John Ward, Chapter Vice President, Managing Partner, Capital Pro Partners.
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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.
For nearly 20 years John has worked in commercial lending, including various institutions such as Wells Fargo Bank and Bank of Utah. In 2015, along with his business partner, he started Capital Pro Partners for the purpose of helping business owners find better access to capital. Additionally, his work experience includes serving as VP of Finance and Operations at a regional HVAC company, VP of operations for an ecommerce company, and in hospital administration. John’s approach with clientele is consultative in nature. He forms true partnerships with business owners while aggressively sourcing capital, negotiating terms and capitalizing on growth opportunities to meet business objectives. As a managing partner, John is working to expand operations and revenue sources for Capital Pro Partners. This includes raising capital to operate as direct lenders, underwriting, analysis, and loan servicing. In 2001 John earned an MBA from the University of Utah. John is an avid golfer and family man. He loves opportunities to travel, especially if it’s near a PGA golf course.