Case Study


Case Study

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. 


Learning Objectives:

  • 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.

Meet the Presenter

Thank you to our Sponsors:

This meeting will be held at Millrock Business Lounge, 1st Floor.

Address: 6510 South Millrock Drive, Salt Lake City, Utah 84121


The EPI Chattanooga Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting

About the Presenter


John Ward

John Ward

Chapter Vice President, Managing Partner, Capital Pro Partners

Meet John Ward:

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 natureHe forms true partnerships with business owners while aggressively sourcing capital, negotiating terms and capitalizing on growth opportunities to meet business objectivesAs 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.