Growing Your Firm With On-Demand Business Valuations – BizEquity – 12.6.22

Overview:
Title: Growing Your Firm With On-Demand Business Valuations
Date: Tuesday, December 6, 2022
Time: 2:00 PM Eastern Daylight Time
Duration: 1 hour

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Accepted for one hour of CFP®, CFA® & CIMA®, CIMC®, CPWA® or RMA CE Credit for live webcast attendees. RIA Database is registered with the CFA Institute as a Sponsored Provider of Live CE Programs for CFA Charterholders. To receive credit, please enter your CFP Board Number/CIMA ID Number/CFA Institute ID below. (Not Applicable for On Demand)
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Summary:

Now On Demand

Join us for an actionable session showing you how your firm can leverage business valuation to acquire more clients, achieve higher engagement, and increase client retention. Presented by BizEquity’s Chief Valuation Officer, Scott Gabehart, Valuation Analyst, Ryan Thompson, and Senior Director of Marketing, Gwendolyn Legendy.

During the webcast, they will cover:

  • The $13.2 trillion business owner opportunity for advisors.
  • How to use the business value to kickstart financial planning discussions.
  • Key valuation methods and metrics for advisors and business owning clients.
  • The top seven KPIs that drive the business value.
  • A sample valuation showing how to use BizEquity’s software to run a real-time valuation.
  • The 2023 outlook for RIAs, wealth management and financial institutions.

Speakers:
Scott Gabehart (BA, MIM, CBA, CVA, BCA, CBVS) Scott Gabehart (BA, MIM, CBA, CVA, BCA, CBVS) Chief Valuation Officer BizEquity

As a Certified Business Appraiser and Chief Valuation Officer for BizEquity, Scott has overseen the development of the patented valuation algorithm and related valuation report while ensuring that our industry and market data are current and relevant. For the past 20 years, he has been interacting with small business owners actively engaged in buying and selling companies of all types and sizes (as a broker and appraiser) while teaching graduate-level private firm valuation and authoring books including “The Business Valuation Book” from Amacom.
Gwendolyn Legendy Gwendolyn Legendy Sr. Director of Marketing BizEquity

Gwendolyn has spent the better part of the last decade working within fintech and SaaS, leading marketing and sales teams to build sustainable marketing infrastructures. She places an emphasis on the impact of messaging, product positioning, and campaign performance tactics.
Ryan Thompson (CPA, CVA) Ryan Thompson (CPA, CVA) Valuation Analyst BizEquity

Ryan joined BizEquity in August with prior experience in public accounting, where he performed business valuation. Ryan is a licensed Certified Public Accountant (CPA) in the State of New Jersey and is a Certified Valuation Analyst (CVA) through the National Association of Certified Valuators and Analysts.