Trusted guidance for the middle market moments that matter

EBITDA Intensive

EBITDA Intensive

A half-day working session to identify what’s limiting performance and build a clear path to stronger profitability.

 

Frequently Asked Questions

Who should attend the EBITDA Intensive?

This intensive is designed for CEOs, founders, and leadership teams of small to mid-sized businesses focused on reaching scale, improving profitability, and building long-term enterprise value. It’s especially valuable for companies working toward positive EBITDA, navigating operational inefficiencies, managing growth challenges, or preparing for future expansion, investment, or exit opportunities.

What is the EBITDA Intensive?

The EBITDA Intensive is a hands-on working session led by the Westlake team focused on helping companies identify barriers to profitability and uncover opportunities for growth and operational improvement. Unlike a traditional seminar or webinar, this session is tailored to your business and includes direct strategic feedback and individualized guidance.

What will I walk away with?

By the end of the session, participants will receive: A clearer understanding of what’s limiting EBITDA and profitability Identified opportunities for immediate performance improvement A customized roadmap based on company data and market positioning Strategic input from the Westlake team on growth, operations, and value creation A framework for sustainable profitability and long-term business growth

What is included in the session?

Participants will receive: Direct working time with Westlake team members A pre-session review of their business A customized summary roadmap tailored to their company Small group and individualized discussion time A copy of Matt Andersen’s book, Completing the Deal Early access to Matt Andersen’s upcoming book, Intentional Growth

Who will be leading this?

The session is led by members of the Westlake team, including advisors with expertise in growth strategy, operations, financial performance, mergers and acquisitions, and enterprise value creation.

Do I need to prepare anything for this session?

Participants may be asked to provide basic business and financial information ahead of the session so the Westlake team can conduct a pre-session review and develop more meaningful recommendations.

  • Date : July 31, 2026
  • Time : 9:00 am - 1:00 pm (America/North_Dakota/Center)
  • Venue : Online

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(512) 314-0716
INFO@WESTLAKESECURITIES.COM

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108 Wild Basin Rd S Suite 250, Austin, TX 78746

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