Web Seminar

Do or die: Valuation-driven growth for your SMB clients

Thursday, July 11, 2024 2:00 p.m. ET / 11:00 a.m. PT 60 Minutes
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Your SMB client's top priority is generating wealth, but with a generational wealth transfer looming, the potential for SMB growth could get buried beneath untapped data. 

The time to capitalize on valuation-driven growth opportunities is now.

Join us as we discuss valuation as a business health metric with your SMB clients. Learn how valuation sets the precedent for business decisions long before an exit occurs. Discover the who, what, where, when, why, and how to use valuation data to evolve your practice.

In this webinar we'll cover:

  • Why talking about valuation with your SMB clients early matters
  • How to have a conversation about business value effectively
  • Use data-driven insights to set and attain goals, create timelines, and identify weaknesses and opportunities
  • Empower your team, optimize human capital, and create more revenue per FTE

    CPE Credit Information
    Subject Area: Management Services
    Course Level: Overview
    Instructional Method: Group Internet Based
    Prerequisites: None
    Advanced Preparation: None

    Speakers
    • Dave Bunce CPA, CA
      Director of Partnerships
      InterVal
      (Speaker)
    • Chris Gaetano.jfif
      Chris Gaetano
      Technology Editor
      Accounting Today
      (Moderator)