Meet Capitaliz & MassMutual

EXIT PLANNING PARTNER WEBINAR

Meet Capitaliz & MassMutual


Capitaliz will be Presenting About:

Presenter: Craig West, B.Bus ( Mgmt ), M.Tax Law, M.Bus ( Acct/Fin ), CEPA, TEP

This webinar will unpack the 21-step proprietary methodology used on over 700 clients over 12 years to create Australasia’s largest Business Succession and Exit Planning firm.

We will show you how to use our Business Evaluation software tool designed by exit planners for exit planners, including our dynamic revaluation model (which tracks changes in value in the business based on the exit planners work).

Learning Objectives:

  • How to identify, protect, maximize (accelerate), and unlock value.
  • How to use Business evaluation software tool designed by exit planners for exit planners.
  • How to convert more clients into ongoing strategic advisory using dynamic revaluation.
  • How to build a recurring revenue business model for exit planning advice.
  • How to track Value potential for clients and measure value added.

 

MassMutual will be Presenting About:

Presenter: Brian Trzcinski, CEPA, Director of Business Market Development

This session will introduce MassMutual and the process we use to engage business owners in long-term business planning conversations. Advisors will learn how this process helps motivate action, which begins with laying the foundation of understanding business value, followed by assessing business, personal, and financial risks, and finally developing business protection and growth action plans. Advisors will learn how the exit planning pillars – succession, retirement, and estate planning – complete a sound transition strategy, with the ultimate goal of helping the business owner exit the business on their terms.

Learning Objectives:

  • Introduce MassMutual
  • How we work with business owners
  • How we can support advisors who work with business owners
  • Tease our Summit workshop

 

Thank You to Our Partners:

BEST INDUSTRY CONTENT

Exit planning is one of the fasting growing industries in the financial/professional services industry and EPI is committed to bringing you the best industry content, right at your fingertips! We are proud to offer hundreds of free webinars each year to keep you current on technical, business development, and special interest topics: designed to help you sharpen your skills and advance your career.

Want to showcase your expertise and teach on an EPI webinar? Contact EPI to learn more.

About the Presenters


Craig West

Craig West

B.Bus ( Mgmt ), M.Tax Law, M.Bus ( Acct/Fin ), CEPA, TEP, Capitaliz

View Bio

Brian Trzcinski, CEPA

Brian Trzcinski, CEPA

Director of Business Market Development, MassMutual

View Bio

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