North Texas Chapter Event: Beyond Financials: Recasting Operations to Increase Value

Registration Pricing

Member Registration $20  


Non Member Registration $30




Beyond Financials: Recasting Operations to Increase Value

Recasting income from operations can increase potential buyer interest and valuation. Common recast earnings adjustments will be discussed including owner related discretionary items, employee related items including excessive compensation, business practices to be discontinued, one-time expenses, discretionary business practices, interest, non-cash items, interest, and depreciation. Comparisons will be made between private return expectations and specific industry and specific investor returns. Focus will be to create alignment within an organization and to identify opportunities to increase operational efficiencies thereby increasing value and buyer interest. Organizational alignment includes people, processes, technology and facilities. By recasting financial statements and aligning operations, businesses come alive and values increase substantially with the multipliers


Learning Objectives:


  • How to recast the income statement in preparation for sale.
  • How to identify operational opportunities to increase interest and value.
  • The role organizational alignment plays in dramatically adding value
  • How to recast the balance sheet in preparation for sale.
  • How recast financial statements increase buyer interest and value


Jim Bartlett – Partner B2B CFO

Jim Bartlett is a Partner in B2B CFO®, the largest CFO services firm in the US. He is a Certified Exit Planning Advisor and a Certified Business Transition Expert. B2B CFO® is also the largest Exit Planning Services firm in US. Over the last two years, B2B CFO® participated in over $50 billion of business transition transactions. Jim is a trusted Exit Planning Advisor and senior CFO with a track record of contributing to accelerated company growth and increasing value. Jim has over 38 years of experience including serving in public accounting practice as Managing Partner, Senior Tax Partner and Senior Audit Partner, serving in industry as Controller, International Treasurer and CFO. This extensive experience brings a well-rounded tool kit of financial skills to improve financial performance by accelerated revenue growth, improving profitability, increasing cash flows, and increasing value

Joe Keever

Joe Keever is an accomplished leader with broad business and operational transformation experience in manufacturing, utilities and telecommunication industries. He has implemented both large change management programs and focused profitability improvement projects including turnaround’s, mergers and acquisitions. Mr. Keever’s experience in the manufacturing and telecommunications industries has included simplifying, aligning & consolidating business processes, developing dynamic senior leadership teams, creating holistic communication processes, eliminating internal and external barriers to growth and profitability, creating high value organization efficiencies, and, successfully instituting organizational alignment compatible with strategic initiatives. Mr. Keever’s clients include large privately held companies, family owned & managed businesses and private equity backed organizations. Previously, he served as Chief Administrative Officer and a corporate officer for WesTower


Continuing Educationdivider

CEPAs receive 1 CE credit

CFPs receive a certificate for 1 CE credit

CPAs receive a certificate for 1 CPE credit

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