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WE UNLOCK VALUE FOR YOUR CLIENTS!

WE UNLOCK VALUE FOR YOUR CLIENTS!. www.capitalbbw.com. OUR TEAM. Boutique M&A Advisory / Business Brokerage Firm in Eight States and Spain $100’s of Millions in Transactions We Have a Wide Range of Skills: CPA, CBA, MBA, MPA, MS, CBB, CBI, CFB, CFC, CMEA , CSBA

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WE UNLOCK VALUE FOR YOUR CLIENTS!

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  1. WE UNLOCK VALUE FOR YOUR CLIENTS! 954-596-8060 www.capitalbbw.com

  2. OUR TEAM • Boutique M&A Advisory / Business Brokerage Firm in Eight States and Spain • $100’s of Millions in Transactions • We Have a Wide Range of Skills: CPA, CBA, MBA, MPA, MS, CBB, CBI, CFB, CFC, CMEA , CSBA • Multiple Languages: Spanish, French, Portuguese, Creole, Hebrew, Japanese and English Hundreds of Years of Experience in Transactions Big and Small!

  3. CEO & FOUNDER ROBERTA CAPUTO Licensed Broker (Alabama, Florida & Kentucky)CBB (Certified Business Broker)CMEA (Certified Machinery and Equipment Appraiser)CSBA (Certified Senior Business Analyst) Twelve Years an Executive of the Business Brokers of FloridaWinner of Multiple Performance AwardsAuthor & Material Expert for Kaplan University - Thirty Hour Training Series for Business Brokerage - Three Part Training Series for Succession Planning Member of: APMAA (Association of Professional Merger and Acquisition Advisors), IBBA (International Business Brokers Association),BBF (Business Brokers of Florida), Business Advisory Council, Society of Business Analyst

  4. YOU Manage the Relationship! YOU Bring Tax Advisers and Cash Management. If YOU Don’t Have These Relationships, We Do! YOU Avoid Disintermediation! WE Will Value Our Relationship and Will Perform! JOIN THE WINNING TEAM

  5. WHY BE PREPARED TO SELL A BUSINESS? • Retirement / Semi-Retirement  Health Issues, Burn-Out or Death • Divorce / Partner Disputes • Business Outgrows the Owner’s Capabilities • Second Generation - No Interest • Personal Diversification IF ONE FAILS TO PLAN, THEY PLAN TO FAIL!

  6. HOW DOES ONE PREPARE? • Quality Financial Statements  Written Operating Procedures • Formalize Vendor / Customer Relationships • Create Value-Added Staff Positions • Maintain the Facility / Website / Appearances • Develop Five-Year Plan, Minimally Cover How to Grow, Future Capital and Personnel Needs and a Look at the Competitive Marketplace. Quality Data Create Value!!

  7. We Prepare Informal and Formal Valuations. We Help Business Owners Understand: The Current Market Value of Their Business! How to Increase Their Market Value! WE KNOW THE FACTORS THAT IMPACT VALUE THE STRENGTH OF VALUATION

  8. HOW TO INCREASE BUSINESS VALUE! The What and How of Value: Is the Business OK As-Is? Does the Business Need Internal Growth? Does the Business Need External Expansion? We Know the Value Drivers Which Take Business Valuations to the Next Level.

  9. Communication Competitors Confidentiality Deal Structure Difficult Buyer Documentation Emotion Employees Experience Financing Marketing Negotiations Timing Valuation Vendors Does an Owner Want to Run the Business or Sell it? ONE CAN’T DO BOTH!!! WHEN IT IS TIME TO SELL, We Know How to Manage the Complexities!

  10. PROCESS MANAGEMENT CBS has a 25 Step Proprietary Process for Tracking all of the Activities Associated with the Purchase or Sale of a Business. We Track and Report on all of these Steps of a Transaction!

  11. Let’s Be the Team that Unlocks Value For Your Clients. Thank You!

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