.png)
Maximizing Your Impact: Solutions to Most Commonly Asked Advisor Questions
Join the Capitaliz team for an engaging webinar where we will address the most frequently asked questions received from CEPAs and other new advisors, including strategies for market and practice differentiation, structuring various pricing models, and effective client engagement.
CEPAs Leveraging VAM to Add $400k Per Year to Their Top Lines
Through 2024 we’ve assessed the CEPA market and seen CEPAs face a critical challenge: how to grow their practice sustainably while maximizing the value they deliver to existing clients. In this webinar, we’ll dive into insights we have gathered to give you resources to drive more value per client.
.png)
The Timing is Never Right - How to Reframe Your Client’s Thinking
Discover how to address common client pushbacks related to timing, business challenges, and value expectations when discussing the sale of their business. Participants will explore effective strategies for guiding clients through the exit process while growing confidence and understanding of how various factors intersect. Key learning objectives include prioritizing discussions, changing client mindsets, and ensuring clients aren't overwhelmed with information.
.png)
How To Double Your Client's Valuation
This session will explore how custom software can transform your client’s business by increasing its value and creating opportunities for future growth. Participants will gain insights into the industries most affected by software, the associated costs, and its role in building unique intellectual property (IP) for sellers. Additionally, advisors will learn how leveraging custom software can enhance their commissions while effectively introducing these solutions to their clients.
.png)
16 Acquisitions and Counting: Case Study Analysis
Discover how acquisitions can enhance your exit strategy with insights from Ross Tomkins. Learn dealmaking strategies, relationship-building tips, and growth tactics to align acquisitions with your exit goals in this impactful session.
How to Maximize Returns on Your Client’s Supply Chain, both Now and Upon Exit
Learn from Forsyth Advisors, experts in strategic supply chain optimization, as they share how to uncover hidden value and enhance high-quality earnings. By leveraging client data and addressing key areas like purchasing costs, freight optimization, and procurement strategies, they help maximize returns. Gain insights and tools to prepare clients for a successful exit while aligning their supply chains with what buyers want to see.
.png)
The Importance of Cybersecurity Due Diligence
This webinar presented by Mark Pardee, will emphasize the importance of cybersecurity due diligence for both regulated and unregulated companies, exploring key differences in cybersecurity regulations and frameworks. Attendees will also gain insights into the concept of an “assumed breach,” its importance, and the practical workings of cybersecurity due diligence.
