When assessing the value of a business, the most influential factor is profitability. Identifying and closing the Profit Gap - the difference between the actual and potential profit of a company - is the most impactful lever available to an owner to maximize the value of their business.

In this though provoking and insightful session, you will learn how advanced and "big data" analytics can be easily applied to close the Profit Gap by finding hidden sales and profit improvement opportunities within a company's existing customer base. These profit enhancing and actionable insights, which cannot be discovered using conventional approaches and applications, can quickly add 3 to 5 points of gross margin, or more, to an owner's bottom line. Increased profit translates into increased value for a business owner.

Learning Objectives:

  • Using data analytics to identify and estimate the Profit Gap
  • How data analytics can be used to close the Profit Gap
  • What the most impactful analytics are for maximizing profit
  • Overview of how a data analytics project works

Thank you to our Sponsors

Event Details

Date: Tuesday, October 24, 2023
Time: 1:00 pm - 2:00 pm Eastern Time
Where: Zoom
Cost: Free
Register Now

Who Should Attend?

  • 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.

  • 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.

  • Financial Advisors

    One of the critical ‘legs of the stool’ is personal financing planning. An owner must have a strong financial plan & contingency plan post-transition to enable them to thrive in the next act of the lives personally and financially. Exit planning brings this future mindset into the present. Exit is now.

  • Family Business Advisors

    More than 50% of lower middle market business owners would prefer to transition to the next generation. Help them succeed with exit planning strategies.

  • Professional Advisors


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.