In this webinar, BEI CEO Jared Johnson will host a Q&A session on the importance of cash flow in an Exit Plan. Joining him will be Carl Lutz, CExP and proud user of Cash Flow Mapping, as well as Jennifer Sauter, CFP® and Director of Customer Success at Cash Flow Mapping. Cash Flow Mapping (CFM) is BEI’s latest partner whose software provides the missing piece of the business succession plan: cash flow.  

This session will give you the chance to ask your most pressing questions on how to start conversations with clients on business value, ways to improve cash flow over the course of an Exit Planning engagement, and how CFM’s tools and resources couple seamlessly with BEI’s EPIC software to promote success for your clients.  

Guest Speakers:

Carl Lutz, CExP 

Since 1999, Carl Lutz has helped more than 400 families and business owners create financial security. Today he spends much of his time helping the next generation of income earners implement healthy financial habits, pre-retirees transition from accumulation to distribution with confidence, and business owners grow and protect enterprise value while preparing them for the inevitable exit from their business. 

Jennifer Sauter

Director of Customer Success, Cash Flow Mapping

Jennifer Sauter, CFP® is Director of Customer Success at Cash Flow Mapping, where she helps advisors attract and retain clients by helping them develop stronger relationships through proper cash flow management.   

With over two decades of experience in the financial services industry in a variety of roles at both broker/dealers and financial planning offices, Jennifer brings a unique skillset and perspective to her business relationships.  Her passion is to help as many people as she can improve their financial well-being.