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Sale Leasebacks and Real Estate in M&A Transactions
In this session, we will discuss sale leaseback transactions – what they are, why businesses use them, and what the advantages are.
The Changing Landscape of Small Business: The Seller Tsunami
More than 50% of small and medium-sized businesses are owned by the baby boomer generation.
How To Design an Effective Annual Incentive Plan That Supports Long-Term Value Creation
Entrepreneurial leaders are often frustrated that their annual incentive plans have become entitlements that don’t change employee behavior and don’t drive incremental long-term value to the business.
If You Don’t Have the Right Talent, You Are Screwed!
Talent. Why is it so important and crucial? When talent is known, understood, and used properly, it enhances the Human Condition.
Cybercrime – The #1 Financial Risk to Small Businesses in the U.S.
Small companies have been significant targets of cybercrimes since 2020.
Capitaliz On the Value Potential of Your Clients’ Businesses
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.
ESOPs as an Exit Planning Strategy
An ESOP, or employee stock ownership plan, provides a tax-advantaged solution that can meet a company’s needs in a variety of situations.
How CEPAs Use Technology to Prepare Business Owners for a Successful Exit
Attendees will learn how to execute the Value Acceleration Methodology with efficiency while providing structure to their client engagements and prepare their clients for a successful exit.
