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Capitaliz Presents:

Capitaliz On Our 21-Step Exit Planning Process Used With Over 700 Clients Over 10 Years

May 22, 10:45 am

– 11:45 am

Estrella

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About This Session

Following completion of CEPA in 2011, Dr Craig West designed and implemented a 21-step process for Business Succession, Exit planning and Value Acceleration – this process has been used with over 700 business owners in the last ten years to help them maximise business value and acheive a successful exit. Based on the five stages of value, the Capitaliz platform helps converts clients at the trigger event, manages the implementation and automatically generates a valuation as well as the value gap and key actions for ongoing advice.

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Dr. Craig West

Learning Objectives

Understand the five-stage, 21-step process for succession, exit and value acceleration.
Examine the valuation process from non-financial risk parameters, WACC and Beta calculation and the valuation model.
Identify the value potential (gap) for every client.
Learn how to automatically generate an implementation roadmap to manage 12-18 months of strategic advisory.
Understand how to improve client engagements and onboarding

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