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CFA Next Step Client Presentation

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clpatience
BusinessEconomy & Finance
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A journey begins…
 
The journey continues…
[object Object],[object Object],[object Object],[object Object],[object Object]
Overview ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Owner’s Goals and Objectives ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Challenges ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Defining Exit Planning ,[object Object],[object Object],[object Object],[object Object],[object Object]
A Multi-disciplinary Team
A Systematic 5-step Process
Business Valuation & Marketability ,[object Object],[object Object],[object Object]
Wealth Management Plan ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Wealth Management Plan (Cont.) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Global Concierge ,[object Object],[object Object],[object Object],[object Object]
Business Exit Plan ,[object Object]
Positioning Strategies ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Positioning Strategies (Cont.) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Exit Strategies ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Exit Strategies (Cont…) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Execution Of Business Sale Strategy ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Exit Planning Benefits ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Contact George Washington Smith, Principal Corporate Finance Associates Phoenix Office 555.555.0000 [email_address]

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