Business Value Workshop

When:  May 16, 2023 from 08:30 to 17:00 (CT)
Investing in Your Most Important Asset – Your Company:
Building and Realizing Business Value
A Deep Dive Exclusively for SI Business Owners and the C-Suite

While someone is managing your investment portfolio, you are the one who needs to manage your business as both your job and your most valuable investment. 

As an owner, regardless of when you plan to leave your business, focusing on your business as an investment is your most important work.

If this sounds familiar, then this workshop is for you. 

Included in this jam-packed, full day, you will:

  • Receive a custom analysis of your business rating it in 8 unique areas that drive business value. Attendees will learn how these drivers can be used to increase business value and will walk away with action plans to address specific areas within your business. Participants will need to complete a 10-15 minute survey in advance of the workshop.
  • Take a deep dive into a case study showing how focusing on certain drivers increases the value of a business.
  • Access the opportunity to run your business through Capital Valuation's BTA+V software to get a realistic estimate of business value. This tool is free to workshop attendees – a $2500 value! Participants will be granted access to the software application at the conclusion of the workshop.
  • A sample transaction case study that highlights different Letters of Intents and deal structures.

See the full agenda here

This workshop is limited to only 30 SI owners and their key stakeholders, so be sure to register early so you don’t miss out. 

Registration opens at 7:00 a.m. Breakfast served at 7:30 a.m.

This workshop will be held in-person in conjunction with the CSIA Executive Conference.

Sponsored by:


New Orleans Marriott
555 Canal Street
New Orleans, LA 70130