Graceful Exits – An Exit Planning Simulation Game

TWIN CITIES METRO AREA CHAPTER EVENT

Graceful Exits - An Exit Planning
Simulation Game


A simulation game designed to teach attendees the Value Acceleration Methodology, how to apply it, and their roles in the process so that they can pass on their knowledge to their clients.

The Value Acceleration Methodology™ is a strategic framework for executing exit planning. It is the value management system that makes the timing of an exit irrelevant. Exit planning is laser-focused on what you can do right now to grow the value of the business and drive income. Forget the future. Focus on today. By focusing the approach on building a business with characteristics that drive value and integrating the owner’s personal and financial objectives into it now, there will be many options to exit on the owner’s timeline and terms.

 

Learning Objectives:

  • Understand & help clients apply the Value Acceleration Methodology
  • Show clients how to identify owners that need succession and exit planning
  • Be able to instruct clients on initiating the Value Acceleration Process
  • Be able to explain advisors’ roles in the process
  • Be able to assist clients in identifying and addressing areas of confusion or concern

 

Meet the Presenters:

Hear from industry experts Julie Keyes, founder and owner of KeyeStrategies, LLC., and Susan Stiles, founder of Stiles Financial Services, Inc., about graceful exits.

 

Thank you to our sponsoring firms:

 

This meeting will be held at the AT&T Tower – Simma Flottemesch & Orenstein.

Address: 901 Marquette Ave Minneapolis 55402 – 1st Floor

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.EPITwinCities.org.

About the Presenters


Julie Keyes

Julie Keyes

Founder and Owner of KeyeStrategies, LLC.

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Susan Stiles CFP, ChFC, CIMA, AIF, MBA

Susan Stiles CFP, ChFC, CIMA, AIF, MBA

Founder of Stiles Financial Services, Inc.

VIEW BIO


Continuing Education


This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CFP® Credit (pending)

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact Josh Koza at JKoza@Exit-Planning-Institute.org.