Web Seminar

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

Past event date: July 11, 2024 Available on-demand 60 Minutes
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WATCH NOW

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.

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