BUILDING A THOUGHTFUL EXIT PLAN
It Starts With Insights
The Business Insights Report is a tool that identifies business value, key gaps in financials and KPIs that indicate exit readiness to attractiveness to an acquirer. The report then determines potential valuation as the gaps are addressed. You’ll learn how Capitaliz software and its team of analysts develops the professionally designed report, the types of analysis used to identify key metrics like sustainable growth rates, non-financial risks, and weighted average cost of capital for private firms. Last, we’ll show you how efficiently you can implement, track, and communicate progress with the client and the rest of the team.
- Financial and non-financial analyses that is employed.
- How to scale and manage growth as an advisor
- How to implement value acceleration principles with multiple clients and their teams
About the Presenter:
Hear from industry expert Zach Broyles, Senior Business Development & Relationship Associate.
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.
Meet Zach Broyles:
Zach Broyles has over twenty years of business experience, including leadership roles at various startups, the founding of a tax credit advisory, and work at BNY Mellon Wealth Management.
Zach will receive an MBA with a concentration in finance in the fall of 2023. His post-graduate goals center around the nexus between his leadership experience and finance – transactional banking, valuation, or consulting.