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Cultivate Advisors Presents:

Where Are All The Value Advisors?

May 21, 4:30 pm

– 4:50 pm

Camelback Ballroom

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About This Session

Are you tired of trying to find a value advisor to unlock the wealth trapped in your clients’ businesses? Look no further, Cultivate Advisors is one of the largest value advisory firms in the country. With over 100+ team members throughout North America, we are the perfect partner to help you increase AUM with your portfolio of business owners.

Come learn how Cultivate works closely with CEPAs to take care of the value advising while you focus on investment strategies. We will walk you through our methodology for increasing value, provide clear examples and provide a framework on how a partnership together would work. We look forward to helping your clients achieve personal, financial, and business freedom.

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Casey Clark

Learning Objectives

Learn how to work with Value Advisors to unlock the wealth trapped in your clients’ businesses
Learn more about Cultivate Advisors and how we help CEPAs
We’ll share the Cultivate methodology and how we help business owners move towards a best-in-class EBITDA and valuation

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  • Agenda
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  • Agenda
  • Workshops
  • Partners
  • Speakers
  • Venue
  • FAQs
  • VIP Packages
Register
Register