Christopher Riley and the Cutwater family of businesses is going to sponsor and host a panel discussion at the Smart Business Dealmakers Conference on March 2, 2023 in St. Louis. Riley has been delivering Key Note talks on just what exactly is this "Optimum Value" that Cutwater focuses on.
CLICK HERE to see the panelists and the information on the panel discussion with experienced CEOs and professionals that also understand that the business owner is the 96% partner in any exit of a business and the investment bankers and advisors are 4% partners and the business owner doesn't need the 4% partner wagging the valuation dog for the 96% partner upon exit.
This is hard for the advisors to understand because they feel an obligation to get all the boxes checked and since they are usually fee-based they are getting paid to check the boxes. Unfortunately, when reoccurring revenues are below the threshold where higher multiples get applied, and certain geographic regions of sales are not in the higher multiple ranges either, the box-checkers are paralyzed because that isn't what they can affect...enter Cutwater.
When investment bankers, wealth managers and CPAs get roadblocked with operational and capital needs, the Cutwater family of businesses step in, create the strategic growth plan with the UCVA analysis and go to work investing and moving the needle to that Optimum Value that the box-checkers can't achieve. The good news, all those advisors that brought Cutwater in, now look like geniuses because their client has just increased their exit value 20% or more after Cutwater receives its performance-based compensation for hitting the target.
In the end, this is all about the hard-working business owner. Too many times advisors are just looking out for their fees, and miss looking out for an Optimum Value that requires outside the box thinking. Riley loves when the advisors come to this realization because it is at that moment that they get their cake (satisfaction in providing a great service to their client) and eat it too (get paid increased fees because their client exited at a valuation far above their original offer.)
See the Portfolio Page on our website for Case Study examples of the Optimum Value Exits that Cutwater has implemented for business owners.