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The CAS Edge: Helping business owners plan, grow, and exit
August 5, 2025 @ 1:00 pm – 2:00 pm EDT
This session explores how forward-thinking firms are using Client Advisory Services (CAS) to go beyond compliance and become true strategic partners to business owners. You’ll learn how to integrate business valuation into your CAS offering, uncover planning opportunities, and support clients through every stage of their business lifecycle—from growth to exit. Through real-world examples and actionable strategies, this session will equip you to deepen relationships, close protection gaps, and drive long-term value for both your clients and your firm.
In this session, attendees will learn to:
- Understand how Client Advisory Services (CAS) can go beyond traditional accounting to support business owners in planning for long-term growth and exit.
- Learn how to incorporate business valuation as a foundational tool within your CAS offering to deepen owner relationships and uncover new planning opportunities.
- Discover key advisory strategies that help identify protection gaps, improve succession readiness, and align business and personal wealth goals.
- Explore real-world examples of how firms use CAS to become proactive partners in a business owner’s lifecycle—from early-stage growth to exit.
- Gain practical tips for engaging business owner clients through value-added services that differentiate your firm and expand recurring revenue.
Delivery Method: Group Internet
Course Level: Basic
Field of Study: Specialized Knowledge (Technical)
Prerequisites: None
This course is approved for 1 CPE credit. Please note that CPE credits are only available for live attendance (on-demand viewing is not eligible).
