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

—

/ 100

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Current Market Value

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Estimated "sell as-is" today

Optimum Exit Value™

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With PROVE it Canvas™ optimization

Value Gap

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Potentially left on the table

AUM Implication

If your client captures the optimum value, — in additional proceeds would flow through to their post-exit portfolio — assets you'd be positioned to manage.

PROVE it Canvas™ Readiness — 10 Dimensions

Methodology note: Current value uses industry-standard EBITDA multiples adjusted for size, growth, and sector. Optimum Exit Value™ applies CAP's proprietary buyer-premium model reflecting what a strategically motivated buyer will pay when the business has been optimized. Dimension scores are modeled from inputs and represent common gap patterns for this profile. Actual results vary. The PROVE it Canvas™ engagement produces your client's precise, actionable analysis.

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.

← Run analysis for a different client