Work through a live case study showing how the Capitaliz 21 step model using the five stages of value will help you deliver consistent exit planning advice at scale. This methodology has been used on over 800 exits over 12 years and is now available for CEPA’s to use – it has been built by exit planners for exit planners.
Learning Objectives:
- Understand the 21-step methodology to accelerate and unlock value.
- Review a Business Insights Report – the ultimate triggering event.
- See the Value Potential calculated live.
- Understand how dynamic revaluation can demonstrate real ROI on the exit planning investment.
- See the platform deliver on collaborative engagement.
Event Details
Who Should Attend?
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Mergers & Acquisition Advisors
Proper exit planning causes less deals to fall through at the last minute. Connect with CEPAs to build your healthy deal flow network.
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Valuation Analysts
Valuation is both a billable engagement AND an opportunity to provide owners some perspective on how to accelerate value drivers (and deal with value killers). Use exit planning to make that valuation into a longer term value acceleration engagement.
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CPAs/Accountants
Owners participating in the State of Owner Readiness research continue to indicate that you are the No. 1 "Most Trusted Advisor." You are a natural fit to lead the exit planning team and deepen your relationship (and retention) of next generation owners.
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Wealth Managers
You’re a skilled relationship person. Being entangled into your clients’ professional lives matters as you build a strategy to manage their wealth upon them harvesting it from their business. Exit planning allows you to build a deeper relationship with your client, expands your COI network, while giving you an early seat at table well before the liquidity event.
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Investment Bankers
Only 2 of every 10 businesses that come to market actually sell. Learn how exit planning can bring attractive AND ready business to your purview.
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.
ABOUT THE PRESENTERS
Craig’s practice Succession Plus is Australia's largest Business succession and exit planning firm, with offices in every state. It provides advice and strategy for clients preparing their business and finances for a successful exit. Succession Plus launched into the UK market in 2019, in New Zealand in 2020 and in the USA in 2023.
In October 2014, he was awarded the Exit Planner of the Year at the Exit Planning Institute Annual Conference in Texas, USA, for his innovative development of an exit planning process to help business owners maximize business value and achieve a successful exit.
In July 2022, Craig West received the Doctor of Business Administration award for his research thesis titled,
“Examination of the key factors driving business exit options in Australian Small and Medium Enterprises.” Craig is passionate about encouraging business owners to think strategically, maximize the value of their business and achieve a successful exit.
The Exit Planning Institute admitted Craig to the International Exit Planning Circle of Excellence in May 2024.
Nicholas is a proven CEO, who delivers purposeful change to create significant shared value with a corporate passion for:
- Building aspirational loyal customer communities
- Commercializing products and services within these communities
- Scaling opportunities through cultural, technological, and capital structure alignment
Achievements:
- Leading Coco Republic's omni-channel journey across Australia, New Zealand, and the USA, quadrupling revenue and enabling a successful capital rising/sale transaction
- Partnering (as 2IC) with the CEO of Sony AUS/NZ to lead successful transformational change needed to adapt to a significantly disrupted consumer electronics market
- Partnering with the MD of Playstation AUS/NZ (as 2IC) to grow the local business from inception to $300m+ turnover and an instantly recognizable brand
- Board, Advisory Board, and Committee roles in Financial Services, Retail and Consumer, Technology, Entertainment and Media, Logistics, and Not for Profit Sectors
