Why is a great relationship with your banker so important? We plan to share, at a high level, how we underwrite and review a company's debt capacity. In our model, we benchmark the company’s gross margin, accounts receivable, accounts payable, and inventory days to show how this will generate value for their business. We also highlight how much debt capacity the company can support. Lastly, we will touch on the importance of leveraging treasury services to maximize value and protect the company from fraud, among other things.
Learning Objectives:
- What can your bank do for you?
- Understanding Debt Capacity at a high level.
- Cash Flow Strategies
Speaker:
Hear from industry expert Kurt Fischer.
Event Details
Who Should Attend?
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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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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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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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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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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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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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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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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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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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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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Members of Family Business Boards
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Professional Advisors
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Business Consultants
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Business Owners
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Other Business Professionals
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
Kurt Fischer has extensive work experience in the banking industry. Kurt is currently the Regional Market President at INTRUST Bank, a position they have held since March 2023. Prior to that, they served as the Market President, Kansas City at the same bank from January 2020 to May 2023. From January 2016 to January 2020, they worked as the Commercial Market Manager at INTRUST Bank. Before joining INTRUST Bank, Kurt served as the Senior Vice President, Johnson County Division at Morrill and Janes Bank from November 2012 to January 2016. Kurt also held the position of Senior Vice President at United Bank of Kansas from June 2005 to November 2012. Kurt's early career includes roles at US Bank, where they worked as a Sales Manager - Business Banking from September 2001 to June 2005 and as an AVP / Commercial Loan Officer from August 1997 to September 2001.
Kurt Fischer obtained a Bachelor of Science degree in Business Administration from Mid America Nazarene University between 1994 and 1996.
