Register for an upcoming webinar in partnership with the Exit Planning Institute.
Title: Powering the Prepare Gate: Risk Mitigation & Value Acceleration Strategies
Date: Tuesday, February 20, 2025 at 1:00pm – 2:00pm ET
Host: Jared Johnson, Capitaliz President
Description:
This action-oriented session promises to empower advisors to take proactive steps in enhancing the value of their clients’ businesses. Additionally, this webinar will serve as a great preview of the sessions Capitaliz will be hosting at the EPI Summit on May 4-6, offering attendees a glimpse into the valuable insights and discussions to come. Jared will share conversation and client engagement strategies that leverage your transferable skills and exit planning knowledge. Participants will learn how to effectively identify triggering events, conduct business valuations, perform planning assessments, and create prioritized action plans. Additionally, Jared will illustrate how the Capitaliz platform aligns seamlessly with the Value Acceleration Methodology, providing actionable strategies that can make an immediate impact on your planning practice.
Learning Objectives:
- Understand Risk Mitigation Strategies: Learn how to identify and address operational, financial, legal, and personal risks that can impact business value during the Prepare Gate.
- Conduct Comprehensive Assessments: Gain insights into analyzing business operations to uncover strengths, weaknesses, and vulnerabilities, and develop effective strategies for improvement.
- Integrate Personal Financial Planning: Discover the importance of evaluating an owner’s personal financial situation to ensure a seamless transition upon exit and identify necessary adjustments.
- Implement Actionable Steps: Transition from data gathering to concrete actions by exploring effective techniques for implementing changes and mitigating identified risks.
