Optimum Value Exits™ for Entrepreneurs

Cutwater Advisory Partners is the flagship company quarterbacking the entire Optimum Value Exit™ process — from the original business assessment and growth plan design, through implementation of the Value Gap strategy funded by UC, to the final sale at Optimum Exit Value™ coordinated by CCA.
 
  • PROVE it Canvas™ provides future Optimum Exit Value™
  • Customized growth plan to fill the Value Gap
  • Network of wealth management advisors & firms
  • Workshops for financial advisors and their business-owner clients
  • 25%–50% increase above current valuations through coordinated strategy

Series 79 Licensed Investment Banking

Cutwater Capital Advisors is the Series 79 licensed investment banking arm of the Cutwater family. When a business approaches its Optimum Exit Value™, CCA coordinates the entire sale process — working with the investment bank best suited to find the right buyer and ensure every differentiator of the selling business is monetized at the highest possible value.
 
  • Series 79 licensed investment banking
  • Coordinates the Optimum Value™ sale process
  • Industry-specific targeted buyer search based on differentiators
  • Buyer gaps and value creation factored into CIM
  • Performance improvement monetized in Optimum Exit Value™

Private Equity Capital to Power the Growth Phase

United Cutwater is the private equity arm of the Cutwater family of companies. UC focuses on bringing the financial capital required to implement the growth phase of the Optimum Value Exit™ — funding the Value Gap strategy designed by CAP and executing the operational improvements that drive the business toward its Optimum Exit Value™.
 
  • Private equity capital for the growth implementation phase
  • Funds the Value Gap strategy designed by CAP
  • Operational leadership alongside financial capital
  • Aligned incentives — Co-Investment opportunities

Pura Motus Leadership - Natural Motivation Matrix™

Pura Motus in Latin translates to Pure Motivation or Pure Confidence.  Christopher Riley has a Master’s in Organizational Psychology and has developed a state-of-the-art financial advisor organizational personality platform that matches up the natural personality temperaments of the individual with the multiple job requirements of being a financial advisor.

  • Assesses the Behavioral Predictive Index for a Financial Advisor
  • Assesses and scores the various job duties for a financial advisor
  • Matches Senior & Junior Advisors with complimentary traits
  • Provides Leadership the SWOT analysis DNA to help grow the advisor
How the Optimum Value Exit™ Works

Four specialist companies. One coordinated process. One Optimum Exit Value™.

1.

Assessment & Strategy

Cutwater Advisory Partners (CAP) conducts a comprehensive assessment of the business — determining the current sale value and designing a customized growth plan to reach the Optimum Exit Value™.
2.

Growth & Value Gap Implementation

United Cutwater (UC) brings private equity capital to fund and implement the growth phase — filling the Value Gap between current valuation and Optimum Exit Value™.
3.

Leadership & Behavioral Science

Pura Motus and the Natural Motivation Matrix™ work in conjunction with The Enneagram Institute® to ensure maximum behavioral matching and motivation during the transition to preserve the legacies of all involved.

4.

The Sale — Optimum Exit Value™

Cutwater Capital Advisors (CCA), our Series 79 licensed investment banking arm, coordinates the sale process — matching the company with the right investment bank and ensuring every differentiator is monetized at exit.