De-Risking Your Exit: Utilizing Risk Management to Protect Business Value and Personal Wealth

TWIN CITIES METRO AREA CHAPTER EVENT

De-Risking Your Exit: Utilizing Risk Management to Protect Business Value and Personal Wealth


De-risking a business is critical to ensuring an owner receives the highest valuation at the time of exit. A key component of demonstrating value to buyers is having a sound risk management program in place that aligns with the strategic goals of the company and its owner. Unfortunately, putting together a risk management program through a comprehensive review may be a relatively low priority for many business owners preparing to exit. Making the assumption that all is in place could have significant consequences. A poorly conceived and/or executed risk management plan can be dire, including completely de-railing a business owner’s exit. Beyond the business, an owner must have a personal risk management plan in place to avoid the distraction and personal financial impact that comes with a significant loss or liability judgment.

Learning Objectives:

  • Recognize the risks/exposures that are inherent in a business before, during, and after exit.
  • Understand the key objectives of an effective business/personal risk management program.
  • Identify the specific risk management approaches/tools used to avoid or mitigate de-valuing/de-railing impacts to a business/business owner.
  • Understand the steps to de-risk your business and yourself.

Thank you to our sponsoring firm:

 

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.

Moderator: Steve Browning

Moderator: Steve Browning

Marsh Private Client Services

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Jeffrey Arnesen

Jeffrey Arnesen

Marsh Private Equity, Mergers & Acquisitions Services

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Amanda Martinez

Amanda Martinez

Marsh Private Client Services

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Shalin Johnson

Shalin Johnson

Shalin Johnson, Marsh & McLennan Agency

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Continuing Education


CEPAs receive 1 CE credits

CPAs receive 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.