SESSION OVERVIEW
The Exit Planning Summit features an assortment of session types to fully immerse advisors in exit planning content from industry experts, partners, and thought leaders.
A company’s financial results tell only part of its value story. Sustainable, transferable business value is also shaped by four intangible capitals: Human, Structural, Customer and Social. In this interactive panel discussion, experienced advisors and subject-matter specialists will explore how these capitals influence business performance, risk, growth and attractiveness. Through real-world examples shared by a panel of subject matter experts, audience polling and practical discussion, attendees will learn how to identify weaknesses that may be suppressing value and help owners prioritize the improvements that matter most. Participants will leave with actionable questions and strategies they can use to begin more meaningful value-building conversations with business owners.
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Explain how Human, Structural, Customer and Social Capital contribute to sustainable and transferable business value.
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Recognize common risks and value gaps within each of the four intangible capitals.
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Use practical discovery questions to help business owners assess the strength and transferability of their organizations.
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Identify and prioritize value-building initiatives based on their potential impact, urgency and feasibility.



