Avatar

Michael Carter: How To Grow Your Firm’s Revenue Using Business Valuations - FREE REGISTRATION - Limited to the first 1000 registrants.



Watch Now!
Recording and Slides are Available Here


Helping business owner clients get an accurate measure of what their business is worth can open a variety of planning opportunities for practitioners. Whether you're an attorney, an accountant, a trust officer or a financial planner, you can grow your firm’s revenues by taking advantage of the innovative valuation software tools that are available in the market today.

Join Michael Carter, CEO of BizEquity, and the inventor of the market-leading online valuation service, in his FREE LISI webinar on August 15th @ 3pm EDT where he will review some of the exciting developments in the space, one of the most important of which is the “democratization” of business valuation planning. Michael will demonstrate how CPAs, attorneys, trust officers, financial planners and life insurance agents can quickly find and engage new clients, differentiate themselves in the competitive financial services industry and provide added value.

After watching Michael’s webinar, you will learn how to:

• Prospect Smarter by using BizEquity’s geolocation prospecting service to find over 33 million businesses and their value;

• Demonstrate to clients why knowing the true value of their business is critical to proper business planning and achieving their personal goals;

• Create a snapshot of potential insurance coverage, based on real-time valuation metrics that can serve as a guide during the needs assessment phase;

• Harness an Al-enabled lead generation system to help your firm become a destination for private business owners seeking to learn what their business is worth and meet with financial professionals that can best serve their needs;

• Monitor your clients business value, comparative analysis of income, cash flow, assets, plus other metrics and critical success factors;

• Manage your commercial lending pipeline with real business owner prospects;

• Enhance Your Practice and Credibility with BizEquity's extensive library of advisor resources;

• Add Value by consistently delivering new reports and information to your business owner clients;

• Become a Certified Business Valuation Specialist™ using the only 100% online course that leads learners through a comprehensive learning path on financial principles and business methods.

To register for this important webinar, simply click this link: register me



There will be no CE for this webinar


For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.

Although they are scheduled for a particular time and date - once purchased - they can be viewed at ANY TIME!.

Michael M. Carter is the founder and CEO of BizEquity and the inventor of the market-leading online valuation service that is helping the small business economy. Mike has been called one of the top 100 Financial Technology leaders globally by Hot Topics Media in London, and BizEquity was recently recognized as one of the top 360 companies in the United States by Entrepreneur Media. Prior to founding BizEquity, Mike was Managing Director of The Musser Group where he worked with legendary investor Warren V. 'Pete' Musser to invest in small businesses. Mike was one of the youngest executive officers ever of a billion-dollar public traded Internet Professional Services Company; founded the first dashboard software company called Dashboard Systems; and was one of the first to invent the 'virtual data warehousing' technology used in most Big Data applications today. He began his career at Cambridge Technology Partners in management consulting.


Avatar Avatar

Steve Gorin Steve Trytten

September 25, 2020 3:00PM ET - 4:30PM ET ET

Drafting under the SECURE Act – Expanded and Updated with Scenarios & Sample Language

More Info
Avatar Avatar Avatar

Ed Morrow Jonathan Blattmachr Martin Shenkman,

September 30, 2020 1:00PM ET - 2:30PM ET ET

Leading Tools and Techniques to Avoid State Income Tax on Non-Grantor Trusts after Kaestner and Fielding

More Info
Avatar Avatar

Steve Gorin Steve Trytten

October 1, 2020 3:00PM ET - 4:30PM ET ET

Drafting under the SECURE Act – Expanded and Updated with Scenarios & Sample Language - A Special Re-Broadcast

More Info
Avatar

Steve Siegel

October 2, 2020 3:00PM ET - 4:30PM ET ET

Understanding S Corporations: From Cradle to Grave, Part 1

More Info
Avatar

Bob Keebler

October 02, 2020 1 PM 2:30 pm ET

NEW PPP LOANS: Phase 4 Coronavirus Package – A First Look

More Info
Avatar Avatar

Colleen Flynn Alan Gassman

October 08, 2020 3:00PM ET - 4:30PM ET

Pitfalls for Employers to Avoid when Reopening or Returning Workers to the Office During COVID-19

More Info
Avatar

Steve Siegel

October 09, 2020 1:00PM ET - 2:30PM ET

Understanding S Corporations: From Cradle to Grave, Part 2

More Info
Avatar

Mark Merric

October 09, 2020 3:00PM ET - 4:30PM ET

Part 2: Mark Merric’s Three-Part International Estate Planning Series

More Info
Avatar

Gary L. Flotron

October 16, 2020 3:00PM ET 4:30PM ET ET

Understanding Life Insurance and Rethinking Policy Management and Evaluation: Explaining the Unexplainable

More Info
Avatar

Mark Merric

October 23, 2020 3:00PM ET - 4:30PM ET ET

Part 3: Mark Merric’s Three-Part International Estate Planning Series

More Info