Creating Exit Plans to Maximize Value

DEEP DIVE WEBINAR SERIES

Learn How Quist Insights™ Assesses the 4 C's of Intellectual Capital to Drive Value Acceleration


You’ve closed a new client and now need to deliver a plan that drives maximum value for the business. You want client’s success and personal business benefit. Do you have an effective methodology and business process to make this happen?

Quist Insights™ a SaaS based software platform is designed to do both. We ask 65 questions about the quantitative and qualitative factors that drive business value. Based on 35 years of valuation experience, our software will help create billable plans that maximize business value   – we help business owners see what value acceleration looks like.

This webinar will demonstrate how Quist Insights™ methodology, assessments and actionable recommendations will help you build powerful value maximization plans for your clients. We will also talk about services which re-cast financials to help determine cash flows and build sales comp analysis leading to useful benchmark data.

Vincent Mastrovito of Prometis Partners will participate and through a case study, show you how he is using the platform and services to close new business, drive incremental project billings and lead his clients toward successful exits.

 

Learning Objectives:

  • Show how our assessment of quantitative & qualitative intangible assets is correlated to EPI’s value acceleration concept
  • Show how our actionable recommendations help build value acceleration plans, and how to communicate to your clients
  • Show a current CEPA is using our software/services to grow his business

 

About the EPI Deep Dive Webinar Series:

The Deep Dive Webinar Series provides attendees premier continuing professional education on exit planning and value acceleration topics. This intermediate to advanced program level series occurs once a month and each session expands on critical content that is relevant to the active practitioner presented by experts from specialties within the exit planning ecosystem. Register today and enhance your exit planning knowledge every month with EPI!.

 

Meet the Presenters

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The EPI Deep Dive webinar series was designed to provide EPI members easy access to quality continuing education on hot topics of high interest. Providing you an opportunity to revisit modules from the program and dive deeper than you were able to go during your original training.

About the Presenters


Ken Bero

Ken Bero

Director of Partner Sales, Quist Insights

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Shina Culberson

Shina Culberson

President, Quist Insights

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Vincent Mastrovito

Vincent Mastrovito

Owner of Prometis Partners

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Continuing Education


CEPAs receive 1 CE credit

CPAs receive 0 CPE credit

*Attendees must meet polling participation requirements in order to qualify for continuing education.

cpe-logo-png-full-colorThe Exit Planning Institute (EPI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website at: www.learningmarketing.org.