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For Financial Advisors & Wealth Managers

Your Client's Business:
Are They Leaving Millions Behind?

Run this analysis with your business-owner clients before they engage an investment banker. The results may change the conversation — and the outcome.

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Step 1 — Your advisor details (appear on the co-branded output)

Your Name

Firm Name

Your Email (for report copy)

Step 2 — Enter your client's business data

Confidential — not stored

Client Name / Company (optional)

Industry / Sector

Annual Revenue

$

EBITDA Margin

%

Annual Revenue Growth Rate

%

Client's Planned Exit Timeline

Please complete all required fields above.

Exit Value Gap Analysis

Prepared for your client meeting

Cutwater Advisory Partners

+

Your Firm

View:

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/ 100

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Current Market Value

—

Estimated "sell as-is" today

Potential Optimum Value

—

Confirmed at the CAP Workshop

Potential Upside

—

Potentially recoverable upside

AUM Implication

An estimated — in additional proceeds could flow through to your client's post-exit portfolio — assets you'd be positioned to manage.

PROVE it Canvas™ Readiness — 10 Dimensions

Methodology note: Current Market Value uses industry-standard EBITDA multiples adjusted for size, growth, and sector. The Potential Optimum Value applies an industry-specific upside band to give a preliminary directional view — not CAP's formal evaluation. Dimension scores are modeled from inputs and represent common gap patterns for this profile. The CAP Workshop — full due diligence with our team and your client — produces the confirmed Optimum Exit Value and specific metrics to achieve it.

Your next step with this client

Four ways to move forward — choose what fits the relationship

1

Email this report to your client

Send a co-branded PDF of this analysis — your name, your firm, CAP's methodology. Keeps the conversation going between meetings.

↓ Enter email below to generate →

Refer your client to CAP directly

Introduce your client to the CAP team for a complimentary PROVE it Canvas™ scoping call. We do the heavy lifting; you add the value.

Schedule a referral call →

Co-host a 3-way meeting

Join a conversation with your client and the CAP team together. You stay in the room, your client gets expert guidance, and the relationship deepens.

Request a joint meeting →

Become a CAP Preferred Partner

Register as a preferred partner to give all your business-owner clients access to this tool, CAP's Resource Kit, and ongoing exit planning support.

Register as a partner →

Email this co-branded report to your client

✓ Co-branded report queued — your client will receive it shortly, with both your firm's name and CAP's branding.

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