.png?width=793&height=340&name=EPI-logo_transparent-background%20(1).png "EPI-logo_transparent-background (1)"){kind=logo}
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
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
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.
Meet Peter Mares:
Peter co-founded G76 in 2021, at the height of the pandemic, to help middle market companies not just survive, but to thrive. G76 brings Fortune 500 "big data" analytic capabilities tailored specifically to the middle market to help companies grow profits from their existing customers by 2-5 points. His career highlights include founding two practices as a partner at the global accounting firm KPMG, and holding executive and C-level positions in global, mid-market, and small businesses. Develops and implements operational strategies to improve profits while improving effectiveness. Identifies opportunities and executes improvements with a significant impact on sustained business growth.
Peter is a CPA with an accounting degree from James Madison University and received his MBA from George Washington University. Peter is also an advisor to businesses and start-ups through the Executive Leaders for Advisory Boards.
Meet Kristin Lindquist:
Kristin has spent her career building go-to-market strategies, training sales teams, launching start-ups, and managing operation turnarounds. After spending years with Fortune 500 companies and Big Consulting, she wanted to shift her career to focus on positively impacting the Mid-Market.
Kristin joined G76 in 2022 as CRO after working with Peter Mares as a client or co-collaborator for over 20 years. G76 is the perfect combination of powerful technology and world class advisory created specifically for Mid-Market business profit improvement. She helps clients translate output from G76’s powerful algorithms to actionable, easy to execute plans producing immediate results for clients.
Kristin has her BS in Organizational Communication and Leadership from the University of Texas.