Building $50 Million of New AUM By Helping Your Clients Sell Their Businesses

When it comes to business owners, most financial advisors focus in on setting up 401(k)s, SEP-IRA's, and may even manage the cash in your client's businesses. But to really add value in the financial planning process, wouldn't be great to better understand the profit gap, the wealth gap, and how to help your client maximize the multiples in their businesses. Ted Jenkin, one of the leading experts in mergers and acquisitions for middle market companies will teach you the seven mistakes business owners make before they go to market and how you can increase your financial planning fees and assets under management by playing an active part in the M&A process.

Learning Objectives:

1. Interpret Indications of Interest (IOI), Letters of Intent (LOI), and the key components of the due diligence process.
2. Calculate the wealth gap and profit gap to determine the required sale price that meets clients' financial goals.
3. Analyze profit and loss statements and balance sheets to identify opportunities for maximizing business value through market EBITDA optimization.