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Drive More Revenue, Manage Fewer Clients: Become “The Specialist” in Business Sales

May 22, 10:45 am

– 11:45 am

Camelback Ballroom

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About This Session

As 10,000 Baby Boomers turn 65 every day, we are in the middle of the largest transfer of wealth this nation has ever seen. Most of this $10T+ transfer will come from owners selling their businesses. When your client sells their business, will you be at the table to offer your expertise and retain their assets after the sale… or will you be on the sidelines and lose out?

Becoming “The Specialist” in third-party business sales will significantly grow your business while helping your clients maximize and successfully complete the largest financial transaction of their life. In this session, we’ll cover a process honed over the past 20+ years to attract multiple offers, maximize what’s important to the seller, and save your seat at the table.

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Scott Bushkie

Learning Objectives

How and when each Deal Team member works in the sell-side process to give your client the best chance of ultimate success and you the AUM from the sale proceeds.
How to use business valuations as a business development tool
Critical value drivers that increase business value, plus the importance of timing in helping your clients prepare for a successful sale
The Assurance 360 structured business sales process along with other tools and resources that helps you become the sought-after specialist and sets you apart from your competitors

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