Total Credits: 2 including 2 Finance - Technical
Financial statements are among the most scrutinized set of documents present in the sale of a business. While the CPA is the most directly engaged advisor in a company’s financial health, factors such as personal goodwill, scalability and recurring revenue, to name a few, are not quantified by financial statements. Understanding the importance of these factors and how to leverage them toward developing your business strategy can make all the difference in building organizational value.
|Important Course Information_Read First (0.47 MB)||Available after Purchase|
|Slides Handout (1.6 MB)||Available after Purchase|
Jason has 20 years of professional experience in business operations and development. Having spent his entire career as an entrepreneur and business transformation consultant, he is well positioned to guide other business owners through their M&A options while coordinating all efforts to help ensure a successful outcome for each and every one of his clients.
As the Chief Operating Officer Jason focused on continuously improving processes, ensuring quality and consistency within the advisory team, and supporting our national growth strategy.
Jason serves as strategic leadership and governance within the Mid-Market Alliance and the Alliance of M&A Advisors. He was the first in the state of Wisconsin to receive his CM&AP.
AND HE COOKS TOO!
Jason literally works 24/7 because he is that passionate about his job. However, when he actually does take a break he is usually found in the kitchen. Jason is a trained Chef thru Le Cordon Bleu College of Culinary Arts. He is always concocting some delicious culinary delight.
Jason also recently wrote a book!
Creating the best outcome for a client is what Jason strives for every day. You can’t ask for more personal service than what you receive from Jason.
Thu, Mar 04, 2021 - 11:00am to 12:53pm EST
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