Things CEPA Value Advisors do to Help Business Owners Close Value, Profit, or Wealth Gaps Before They Sell

WEST MICHIGAN VIRTUAL CHAPTER EVENT

Things CEPA Value Advisors do to Help Business Owners Close Value, Profit, or Wealth Gaps Before They Sell


What is the process a consultant uses to help a business close those gaps in advance of the business’ transition? This topic will focus on setting the stage and putting together the right team of advisors to maximize market value.

 

Learning Objectives:

  • Understanding the typical value detractors and how potential buyer bids are affected.
  • Learn how to influence change and measure improvements in areas affecting market value.
  • Learn how to take effective actions towards helping business owners close gaps.
  • Increase your understanding of how to leverage strengths identified in the business.

 

About the Presenters:

Learn from industry experts Scott Cousino, CFP, CEPA, President, Legacy Capital Planners, LLC and Ben VerWys, Founder & Senior Financial Advisor, Fiduciary Financial Advisors.

Meet the Presenters

 

 

Thank you to our Sponsors!

This meeting will be held at Grand Valley State University.

Address: 301 West Fulton, 210 L.V. Eberhard, Grand Rapids, MI 49504

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI West Michigan 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 www.EPIGrandRapids.org

About the Presenters


Scott Cousino

Scott Cousino

CFP, CEPA, President, Legacy Capital Planners, LLC

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Ben VerWys

Ben VerWys

Founder & Senior Financial Advisor, Fiduciary Financial Advisors

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