The Key to Productive Conversations with Small Business Owners – BizEquity – 7.24.23

January 3, 2021

Overview:

Title: The Key to Productive Conversations with Small Business Owners

Date: Monday, July 24, 2023

Time: 1:00 PM Eastern Daylight Time

Duration: 1 hour

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Summary:

Now On Demand

Understanding the uniquely complex financial situations of small business owners is crucial for building strong relationships and creating solutions tailored to their financial needs. However, gathering, analyzing, and then presenting that comprehensive financial data can sometimes create a convoluted and disjointed experience for clients and prospects.

In this webinar, the BizEquity team will show you how to use an online business valuation to anchor your conversations with Business Owners, leveraging its insights to create more holistic financial plans, help maximize the value of their business, and create lasting relationships in the process.

In this engaging webinar, you will learn:

Why small business owners need to know the value of their business, regardless of the stage of their lifecycle.
Top 5 scenarios for a business valuation.
The most important KPIs to convey to a business owner and how they help.

Attendees will also receive BizEquity’s complimentary marketing package to help them more effectively advertise the benefits of an online business valuation to clients and prospects.

Speaker:

Jacob Leise Senior Director of Marketing BizEquity

With over a decade of service at some of the FinTech industry’s most notable names, Jacob joined BizEquity to lead its Marketing efforts and drive growth. As the Senior Director of Marketing, he works with team members throughout the company to bring the unique BizEquity platform to new audiences and show them the power of its valuation tools.