Contented Business Owners’ Secrets and Exit Plans

NORTH TEXAS CHAPTER EVENT

Contented Business Owners’ Secrets and Exit Plans


Understanding the connection between the client’s personal and business values and personal fulfillment, as expressed through his legacy, requires the wisdom and observation of a trusted advisor.

This session will focus on how an experienced, astute advisor can bring critical observation, maturity, judgment, and understanding to help the client realize long-term contentment and fulfillment. Most business owners lack the self-awareness to do this on their own. For this reason, it is important to maintain access to an expert, a coach or consultant to assist the business owner in accomplishing this challenging task. This trusted advisor is often the client’s personal financial advisor, accountant or attorney.

LEARNING OBJECTIVES:

During this session you will learn how to probe to discover your business owner clients’:

  • Undiscovered and unexpressed desires and motivations
  • Personal and business values
  • Accountant’s observation of conflicts between values and money
  • Strategies to preserve business owner ‘s ethical and philosophical legacy

 

 

 

 

 

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPIDallas.org.

Dr. Paul K. Chafetz

Dr. Paul K. Chafetz

Psychologist to small business owners and families

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Darren M. Holloman

Darren M. Holloman

Principal Holloman Group

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Cleve Clinton

Cleve Clinton

Partner Gray Reed Attorneys & Counselors

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Continuing Education


CEPAs receive 1 CE credit

CFPs receive a certificate for 0 CE credit

CPAs receive a certificate for 0 CPE credit

*Proper documentation must be collected and submitted to qualify for continuing education.

cpe-logo-png-full-colorThe Exit Planning Institute (EPI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website at: www.learningmarketing.org.