BizEquity is the leading fintech software company created to democratize business valuation knowledge for every business in the world. BizEquity has created the largest online business valuation cloud-based software product and service and the most business valuation data on businesses in the market today. BizEquity’s patented platform is distributed through leading financial services firms such as TD Bank, UBS, PNC, Northwestern Mutual, Equitable, Goldman Sachs, and over 750 other financial services firms and over 4,000 advisors. BizEquity was acquired by ACBJ in 2019 and now can provide financial services firms support to better reach business owner clients to help them discover their worth.
To learn more about Biz Equity, find more information here.
Capitaliz is a comprehensive digital platform for business evaluation and value acceleration. Designed by exit planners for exit planners – Capitaliz will help you identify, protect, maximize and extract value.
To learn more about Capitaliz, find more information here.
Our business is based on the ExitSmarts Business Transition System, which we developed for Business Owners with annual revenues of $20 million and below, although larger companies can benefit from it, depending on their existing structure and operating profile.
To learn more about ExitSmarts®, find more information here.
Since 2017, ExitMap® has worked with advisors to help them develop broader discussions and deeper conversations using custom branded coaching tools and reports. Since the introduction of ExitMap® Express™ in late 2019, our 90-day process has enabled professionals to delve into a business owner’s readiness for transition. Asking the right questions in the right order defines objectives and concerns, tests assumptions and compares options, leading easily into more detailed planning for transition.
To learn more about The ExitMap®, find more information here.
Over 25 Years of Making Client Dreams a Reality<br> Today, Maus leads the industry providing an all-in-one platform for strategic, business, financial, and exit planning. And it all began over 25 years ago in 1992 with a vision to help others turn their dreams into a reality.
To learn more about Maus, find more information here.
Mavrek is the all-in-one transaction advisory software designed to navigate small to midsize business owners and their advisors (CEPAs, CPAs, financial advisors, etc.) through the sale or purchase of a business from start to finish. Designed by investment bankers with over 25+ years of mergers & acquisitions (M&A) experience, the Mavrek software is revolutionizing the small business M&A industry. Fully equipped with a linear, step-by-step process equipped with every tool, template, and task needed to manage the process, the highly intuitive nature of the Mavrek software makes the process easier for all parties involved.
Not only does the software help business owners and improve their chances of successful deal close by providing a streamlined solution, but business advisors (CEPAs) are using Mavrek as an advisory tool to provide continuity to clients after an exit planning engagement and generate significant advisory revenue for their firm. Currently, over 75% of all small business sale attempts fail to close successfully due to lack of tools and resources. Mavrek is the solution.
To learn more about Mavrek, find more information here.
Quist Insights™ was developed with business owners in mind. Every company owner should have the opportunity to understand their company value – both quantitative and qualitative measures.
As the President of Quist Valuation, Shina Culberson states, “We developed this tool to enable business owners to get valuable insights into their business with a lighter touch than a comprehensive, consultant-based review.”
Shina Culberson brings over two decades of financial and valuation experience to her leadership and guidance of Quist Valuation, a 35 year old business valuation firm. Known for her direct style and laser focus, Ms. Culberson specializes in business and securities valuation engagements for corporate finance, financial reporting and tax purposes.
Quist Insights™ includes a broad spectrum for analysis of your business, creating recommendations for business owners about how to make an impact on the value of their business.
“We’re committed to help companies understand the value of their business, and more importantly, give them a path forward to increasing that value” according to Ms. Culberson.
Parent company, Quist Valuation, was founded in 1984 and has grown into one of the nation’s leading independent business valuation and securities analysis firms. Our expert staff of Chartered Financial Analysts, Accredited Senior Appraisers and economists guides public and private companies and investment entities through the intricacies of financial reporting, corporate finance, tax compliance and related litigation support.
To learn more about Quist Insights, find more information here.
My Biz Value puts the power in your hands by delivering accurate, speedy and affordable business valuations. An accurate valuation helps you sell your business at the right price and prevents an undersell.
My Biz Value was founded by a CPA who spends time in the trenches, managing mergers and acquisitions of companies with high growth potential. Rick Krebs, dubbed an “expert sale-side advisor” by Forbes, developed the My Biz Value system because he’s passionate about helping entrepreneurs and business owners achieve successful transactions.
Each My Biz Value report utilizes 2 national databases of sold businesses, pulling data from over 50,000 business sale transactions. Each valuation is then checked against the top valuation methods to ensure the most accurate value is assigned. Have confidence going into the sale of your business with the help of My Biz Value.
To learn more about My Biz Value, find more information here.
Why Add Value Building To Your Firm?
Richer Conversations – If your goal is to become your client’s most trusted confidante, there is simply nothing more strategic than advising them on building and harvesting the value of their business. That’s why value building advisors report the tenor of their conversations with clients becomes deeper, richer, and more meaningful as they add value building as a service offering.
Differentiate Yourself – The landscape of people offering to coach business owners has become crowded with fly-by-night actors with little in the way of qualifications. By training to become a Certified Value Builder™, the designation we provide professionals trained to use The Value Builder System™, you will be differentiating yourself with the value building industry’s most prestigious credential.
Position Yourself As A Pioneer – 76% of business owners are planning to exit in the next 10 years. Given the complexity, many will turn to an advisor for help, making value building one of the most attractive new practice areas in the professional services industry today.
Get Paid Well – Whereas traditional coaching can be seen as a cost for many clients, owners see value building advice as an investment, extending coaching relationships and making clients less price-sensitive to your professional fees.
To learn more about The Value Builder System, find more information here.
Discover why VOP® is the leading value creation system for business advisors.
Most private companies fail to ever realize their potential value because they chase growth rather than building the true drivers of value. Assess and strengthen these functional categories and help your clients create the value they deserve.
Become your client’s most trusted advisor.
It’s not rocket science, but it is a science. How do you confidently assess the quality of a business and layout an objective guide to value growth? The VOP software system gives you the time, resources, and clarity to create more valuable engagements. Quickly assess key intricacies across 8 categories. See what a company could be worth.
Expand Your Services:
Are your client relationships limited? – You’re already an expert in your specific subject matter, but that only positions you to be a periodic advisor to your clients. Your client relationship is transactional.
It’s time to make a bigger impact. – The VOP system transforms you to be a broad-based business advisor, develop deeper client relationships, and achieve the status of “most valued advisor” to your clients.
To learn more about Value Opportunity Profile, find more information here.
Alliance Trust Company of Nevada works with attorneys, financial advisors, CPAs, and insurance professionals from around the world to provide flexible trustee services and the benefits of Nevada trust situs.
Founded in 2005, Alliance Trust Company of Nevada is fully independent and 100% employee-owned – not a subsidiary or affiliate of any brokerage house, insurance company, or bank. We engage our clients and their established teams of professionals without interference.
Nevada leads the nation in both domestic and global asset protection and wealth management. We help our clients benefit from Nevada’s favorable trust laws through a variety of trustee services and asset management.
To learn more about Alliance Trust Company of Nevada, find more information here.
A Uniquely Flexible Program
AEF provides highly personalized service to donors and their trusted advisors, offering great flexibility in accepting different types of simple and complex assets. Additionally, AEF uniquely offers open investment architecture and at the donor’s recommendation, AEF can enable their donors’ wealth advisors to manage the investments in their clients’ fund accounts on their preferred custodial platform.
Unlike donor advised funds sponsored by charities with a specific mission or a regional focus, AEF offers the ability for donors to give to all U.S. charities. Partnerships with CAF America enables us to support select overseas organizations. Unlike commercial donor advised fund programs, offered by banks, brokerages and commercial mutual funds, AEF does not sell investment and financial products.
AEF’s true independence and innovative, tax-smart solutions offer donors and their families greater flexibility for their charitable giving while enabling them to simplify their giving and multiply their impact.
To learn more about American Endowment Foundation, find more information here.
The Asset Exchange brings the ability for clients to protect their sales proceeds while they avoid paying Capital Gains Tax at the time of sale. Imagine clients keeping 30-40% more of their sales proceeds working for them, rather than having paid those monies to the IRS.
To learn more about The Asset Exchange, find more information here.
BBSI is a leading provider of business management solutions, combining human
resource outsourcing and professional management consulting to create a unique operational platform that differentiates us from our competitors. The foundation of our service model is the expertise of our local teams in branches across the country, who specialize in business strategy, payroll processing, employee benefits, workers’ compensation insurance, risk management, workplace safety programs, and human resource consulting & administration. BBSI’s local, hands-on support helps businesses of all sizes improve the efficiency of their operations so they can achieve their goals. We exist to support business owner prosperity and help them build better companies.
To learn more about BBSI, find more information here.
At InitiativeOne, we look at leadership differently. Because meaningful, sustainable change in your organization isn’t about simply learning new skills. It’s about changing within your own heart and mind. We help leaders find deeper understanding of themselves and each other. That’s how you’ll eliminate the barriers, hidden agendas, and below-the-surface drama that’s holding your team back.
To learn more about InitiativeOne, find more information here.
Founded in 2005, KLH Capital is a private equity firm serving family- and founder-owned, lower middle-market companies. We make majority and minority equity investments in businesses to provide ownership opportunities for key managers and allow owners to harvest the value in their businesses. Our commitment goes beyond financial support as we believe in establishing a collaborative team of peers, all of whom have a hand in the company’s progress. When we combine management’s industry and operational expertise with our own, the company’s full potential is unlocked and value is created.
Our Solutions:
- Create liquidity for estate planning
- Continue family legacies
- Invest in growth & talent
- Offer ownership to key managers
- Develop succession plans to ensure company’s future
- Provide capital for add-on acquisitions
To learn more about KLH Capital, find more information here.
Why CEBI?
It’s lonely at the top. But that doesn’t mean you need to go it alone. We’ve got your back. At CEBI, you get access to the business best practices, insights, and resources that can help you eliminate the stress, anxiety, and pitfalls of running a business. So, you can focus on positive, higher impact initiatives like growth, building wealth, and your personal well-being.
What We Do
We connect you with an elite group of business owners, presidents, CEOs, and senior executives who help each other become more focused, more strategic, more effective – and more profitable.
What We Offer
- Peer to Peer Advisory
- Coaching
- Strategic Planning
- Business Value Gap Analysis & Value Acceleration
- Exit Planning & Advisory
- M&A Advisory
The Results
- 2X better CAGR (Compounded Annual Growth Rate)
- Peace of Mind
- A More Valuable Business
- More Free Time
To learn more about Chief Executive Boards International, find more information here.
FocusCFO is a leading provider of embedded fractional CFO services. The mission of FocusCFO, and the passion of its 125+ associates, is to help entrepreneurs build sustainable, transferrable business value. Many of our associates have attained their CEPA® designation.
To learn more about FocusCFO, find more information here.
MassMutual was founded in 1851, and from the beginning, we’ve had a single purpose: to help people secure their future and protect the ones they love. More than 170 years later, that commitment remains our guiding principle. It’s behind everything we do and every decision we make. It’s how we continue to deliver products and services to help our policy owners and customers achieve their financial goals and protect those who matter most.
To learn more about MassMutual, find more information here.
MCM Capital Partners, founded in 1992, is a Cleveland, Ohio based private equity firm focused on acquiring niche manufacturers, value added distributors and service companies generating up to $75 million in annual revenues and having enterprise values of less than $50 million. MCM is proud of its outstanding reputation built on an honest, straight forward approach to transactions.
We leverage our experience, network of contacts and advisors to foster an environment of sharing best practices and continuous improvement amongst our portfolio companies.
MCM believes successful investment outcomes result from a business relationship built on trust, communication and a common vision. We are active investors from a strategic perspective and, to the best of our abilities, add value to portfolio companies via our collective 70 years of investing in micro-cap companies, connections within a broad array of industries, and ability to help you expand your managerial talent and human resources, if necessary. We believe it is essential that management continue to have the freedom to run the operations of the company on a post-transaction basis. We would be happy to provide you with contact information for our CEOs so you can hear directly from them what it is like to be a partner with MCM Capital.
To learn more about MCM , find more information here.
Paramax Corporation is a premier investment banking firm, specializing in strategic sell-side advisory services. In addition, Paramax Corporation also provides acquisition advisory services, financing advisory services, valuations, fairness opinions, and business consulting to middle-market privately-held and publicly-traded corporations with enterprise values between $5 million and $500 million.
Paramax represents clients worldwide from its offices in Williamsville, NY and Rochester, NY and through its membership in Globalscope Partners Ltd., an international M&A network with 51 firms in 41 countries across the globe. Securities transactions are conducted through a wholly-owned subsidiary, Paramax Securities, LLC, a registered Broker/Dealer and FINRA member.
Founded in 1992, our experienced professionals have completed more than 300 transactions across a variety of industries including manufacturing, fire/safety/security, distribution, printing/packaging, professional services, information technology/telecommunications, healthcare/medical, consumer products, industrials, food, industrial tooling/capital equipment, aerospace/defense, automotive, logistics/transportation, chemicals, and motion control.
Paramax professionals have significant operating experience in both publicly-traded and privately-held companies in addition to their extensive transaction experience. Every client receives the benefit and attention of experienced senior-level professionals throughout their process.
To learn more about Paramax, find more information here.
EOS Worldwide is a growing organization of successful entrepreneurs from a variety of backgrounds who are passionate about helping other business leaders succeed. The power of EOS® is that it is real-world, simple, and practical. There’s no theory or flavor of the month, no magic pills—just timeless, field-tested tools that work. With over 16 years of history and more than 120,000 companies currently using our tools, EOS is a proven system that consistently helps companies achieve more revenue, growth, and profit while delivering a better balance of life to business owners and leaders.
Kyle Danner began his entrepreneurial career in his family’s printing company, where he became an owner and helped the firm grow from $2million to $18+million in revenue. He then made the difficult decision to leave it all behind. Today, Kyle combines his experience as a former business owner, his knowledge as a Certified Exit Planning Advisor (CEPA), and his skills as a Professional EOS Implementer® to help business owners build a better business and live a better life.
To learn more about Kyle Danner – Professional EOS Implementer®, find more information here.
Private Risk Capital Development Advisors, LLC (PrivateRisk) specializes in the design, formation, and long-term administration of bespoke Private Placement Life Insurance (PPLI) based solutions for business builders. As a leading global consulting firm, PrivateRisk has helped clients protect billions of dollars of founders equity by integrating customized PPLI based solutions with the sale of their businesses and other economic interests.
To learn more about PrivateRisk, find more information here.
RAYNE IX helps small business owners become more confident leaders, profitable owners, and healthier and happier people by building effective and valuable businesses that align with their personal goals and values through coaching, consulting, and educational resources.
Through genuine curiosity and enthusiasm, we lead growth and open-minded small business owners through accountable, supportive, and collaborative experiences to build the businesses and futures they dream for themselves, their families, and their communities. We guide our clients through personal and professional transformation via our executive coaching and consulting services.
To learn more about RAYNE IX, find more information here.
Ready for Next Global (RFN Global) includes:
RFN Academy: an educational community. Business owners learn transition options and value acceleration in a hands-on environment. Advisors access programs to expand knowledge and skills to support owners build value and transition from their companies.
RFN Advisory Group: a team of value acceleration advisors working with owners to help optimize their business, believing “the most valuable businesses are transition ready.” Programs designed for those who want to act today to create options for tomorrow.
RFN Cities: is a community preparedness and business retention program working with local stakeholders to engage privately held SMEs to increase business value, ensure job retention and educate owners on transition options for business continuity.
To learn more about RFN Global, find more information here.
Serving Business Enterprises
PMI Advisors, LLC was initially launched to provide M&A integration services for acquirers. However, with our team of seasoned professionals, we are being asked to be involved in other phases of business management and operations.
- Business Continuity Planning – Many organizations have information technology recovery plans, but we have found that many fail to address business process continuity. Our professionals design high-level Emergency Operations Plans and detailed Business Continuity Plans that address incident impacts on business operations.
- Business Sale Preparation – Selling businesses can be a complex process of evaluating management, customers, staff, IP, HR, IT, and goodwill. We utilize our Deal Readiness Rating Methodology of initial assessments, value creation, and risk mitigation to position businesses for sale.
- M&A Integration – During M&A Integration company management must juggle strategy, organization, and systems, along with day-to-day business operations. We employ our Project:100 Day Integration Methodology and provide workstream leaders to address the many challenges faced.
- Business Process Optimization – Companies are under pressure to boost ROI. Our professionals have extensive experience in pursuing additional performance-improvement benefits in various industries. They understand the real-world pressures managers often face to optimize their processes.
- Divestiture & Carve-Out – Companies sometimes choose to realign their business models and carve out divisions, subsidiaries or specific business operations. We provide tactical support throughout the divestiture phase to execute timely separations by identifying the shared systems and processes and in providing action plans for separating them cleanly.
To learn more about PMI Advisors, LLC, find more information here.
SBJ Capital is a private equity firm with approximately $400 million of committed capital, focused on investments in founder and family-owned consumer, business services, and healthcare services companies. SBJ Capital provides thoughtful strategic advice, domain expertise, and a partnership-oriented approach to support the goals of entrepreneurs, owners, and management teams. SBJ Capital was founded by an experienced team of professionals
who have invested over $600 million into more than 40 companies and have an extensive track record of creating value, including investments in multiple businesses that grew from less than $5 million of EBITDA at the time of investment into $500+ million companies.
To learn more about SBJ Capital, find more information here.
The Telos Group is a global consultancy firm that works with enterprising families and the advisors that serve them. With fields of expertise spanning the entire enterprising family world, we build capacities in families and advisory professionals across industries.
In our work with business families & families of wealth, we educate, facilitate, and consult to fortify the entire system – from family dynamics, to ownership structure, asset management, succession & transition planning, coaching, and much more. In collaboration with advisors & advisory firms, we educate, facilitate, and guide firms to distinguish themselves as leaders and innovators in the family enterprise space.
To learn more about The Telos Group, find more information here.
With a 150-year history and a network of offices in over 50 countries on 5 continents, UBS has extensive experience managing the wealth of high net worth and ultra high net worth individuals.
Our global strategy is centered on strengthening UBS’s leading Wealth Management Americas franchise while integrating and finding synergies among the Investment Bank and Asset Management divisions to deliver outstanding solutions for our clients.
The UBS Wealth Management Americas approach is based on the trusted relationship of our Financial Advisors and their clients. Our experienced Advisors are committed to understanding clients’ needs and delivering insightful, informed advice to help them realize their dreams.
To learn more about UBS Financial Services Inc., find more information here.
As an entrepreneur who understands how to grow a company (and support the people that power the results), Tom is one of the most experienced business planning professionals in the industry. He specializes in the design, implementation, funding and the administration of executive and key employee incentive plans.
In collaboration with a network of organizations and top brands, Tom develops stay bonuses, stock appreciation rights, phantom stock plans, executive deferred compensation plans and performance-based incentives for hundreds of companies who want to:
- Attract top talent for C-suite
- Implement incentive plans that improve top-line results
- Foster long-term employee engagement
- Improve employee moral
- Increase internal innovation and strategic thinking
- Fund competitive compensation packages
- Retain key leaders while protecting the business
- Command the highest price when selling interests / transitioning ownership to next generation
Create the high-producing company culture where your employees grow skills, contribute value, think like owners, and ultimately stay.
To learn more about Exodus Complink LLC, find more information here.
Create a path for experienced sales management professionals to become Outsourced Sales Leaders using proven tools and systems to serve small to mid-sized businesses.
While “fractional” time consulting existed for CFOs and HR professionals, in 2011 it was a novel concept in the sales industry when Chad Meyer and Mark Thacker began discussing how to empower others to become sales leadership consultants.
What We Do:
- Deliver a strategic sales plan
- Find sales talent for you
- Craft a unique selling proposition
- Train and certify your sales leader
- Put the right process in place
- Manage your sales team
- Build a long-term growth plan
- Provide tools to drive sustainable growth
To learn more about Sales Xceleration, find more information here.
The Alliance of Merger & Acquisition Advisors® (AM&AA) is the premiere International Organization serving the educational and resource needs of the middle market M&A profession.
Formed in 1998 to bring together CPAs, attorneys, and other experienced corporate financial advisors, AM&AA’s 1100+ professional services firms – including some of the most highly recognized leaders in the industry—draw upon their combined transactional expertise to better serve the needs of their middle market clients worldwide.
Conferences and Certification Program
AM&AA members convene regularly for training and continuing education at the semi-annual conferences and CM&AA programs. The semi-annual conferences cover a wide range of topics of interest to our members, but most importantly, AM&AA members gain the most benefit from the networking opportunities available to them and their middle market advisory colleagues.
AM&AA is the leader in providing an educational framework in mergers and acquisitions through their Certified Merger & Acquisition Advisor® program. From the caliber of our instructors to the content of the curriculum, the CM&AA® designation helps you to build on your existing skills providing you with the necessary framework and network to further advance your professional and financial goals, as well as those of the clients being served.
Group Benefits
As a member of AM&AA, several key benefits are available for free or at a discounted price such as: Private Equity Info (PEI) Services, D&B Hoovers (Dun & Bradstreet’s global database), online deal platforms, and data rooms, to name a few (see Member Benefits). You’ll have access to members through our member directory, the Deal Corner, monthly electronic newsletters, to name a few.
We invite you to join our rapidly expanding international network of leading corporate financial advisors by contacting AM&AA today. Our association members are here to help you grow professionally, and effectively capitalize on the many opportunities available in the marketplace today.
To learn more about Alliance of Mergers & Acquisition Advisors, find more information here.
Corporate Value Metrics is pleased to introduce the most comprehensive training and credentialing program dedicated to preparing professionals to become leaders in providing value growth services – the fastest-growing service segment of the private middle-market today.
Most private middle-market companies have an opportunity to double their values over a three- to five-year period by following a disciplined, methodical, approach to improving the quality of their entire enterprises.
The CVGA is a 5-day program focusing on the fundamental best practices of any business across the eight primary functional categories that drive the creation of business value and how advisors can become the “Engagement Quarterback” to their clients. Various subject matter experts present modules on each of the eight primary categories, along with special modules on corporate finance, strategic planning, business development, and engagement management. A live case study ties the program together and an online exam completes it.
To learn more about Certified Value Growth Advisor, find more information here.
There is an incredible amount of good information and solid resources at your fingertips to better understand what drives the value of a business. So to make it easy, here’s a list of databases, assessment software, benchmarking reports, books, and whitepapers you should explore. Don’t shy away from knowing how ready you are and how attractive your business is. Knowledge is power. It’s time to get educated.
In 2016, Chris Snider, President and CEO of EPI, wrote the first book on the Value Acceleration Methodology called Walking to Destiny: 11 Actions an Owner Must Take to Rapidly Grow Value & Unlock Wealth. The book is was written for business owners by a business owner. It’s a proven system to maximize value, grow income, and build a business that can run without you, even if you never plan to leave. And if you do think you won’t ever exit your business, the business owner who never plans to leave needs a well-functioning, attractive business more than anyone.
To learn more about Snider Value Index, find more information here.
For nearly two decades, The Southern California Institute has been a Thought Leader Community serving professional advisors and care-giving organizations, and the families they wish to impact.
The common link is a desire to thrive beyond the status quo of what’s known to be available. It’s a fundamental belief that more is out there, and if it isn’t we’ll create it together. That’s why we call it Care to Know.
In our Care to Know model, we own curiosity as our first reaction. How can the advisory community do better for the families we serve and the firms we’re building? As care providers such as healthcare communities and cause-driven organizations, how can resources and collaboration enhance the value of support?
The heart of our model is helping people master collaboration itself as a craft. We define collaboration as the art and science of how people work together to create better outcomes. It’s a process of celebrating different perspectives, disciplines and resources to thereby enhance the value of the work at hand.
In our community, participants find themselves receiving and contributing in unanticipated ways. They often remark that there’s liberation in the power of We. This We-driven mindset sets a transformation in motion. With our community as your resource, you don’t have to master the answer to every quandary. Instead you become courageously armed with the right questions, and a think tank of best-in-class professionals equipped with the answers.
To learn more about Southern California Institute, find more information here.