Business Exit Planning: Bridging the Gap Between Buyer and Seller
Join MetLife’s Structured Settlements Sales Directors Paul Marshall and Phil Petit as they share an in-depth overview using real cases of how a structured installment sale, a tax-advantaged solution for selling a business, can offer a win-win strategy that may expedite the sales process.
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Your Insider’s Look: 2024 Exit Planning Summit
Join Scott Snider, President of Exit Planning Institute, as we offer a comprehensive preview of the highly anticipated 2024 Exit Planning Summit. As the most significant advisor event in the industry, the Exit Planning Summit boasts an extensive lineup of education, activities, and events packed into a few short days.
Helping Your Clients Retain More From Value Acceleration
Join Brad Barros, Director of Private Risk Partners as we discuss how most business owners lose 24% to 35% of their sales value when they sell their businesses. Show your clients how they can harvest and retain nearly all of the growth derived from Value Acceleration through a variety of techniques that you can deploy beginning at the Discover Gate.
The CPA Playbook for Better Owner Engagement
Join Scott Snider, President of Exit Planning Institute as we discuss how the award-winning Value Acceleration Methodology is the leading process to help businesses rapidly grow value, align goals, and harvest the value from their company. Exiting not just successfully but significantly.
Boost Your Insurance, Annuity, & Wealth Management Sales
Join Thomas Drapala, Director of Strategic Partnerships with RSSA, as we discuss if you want to get in front of more prospects, make more appointments, and build a pipeline of current and future sales opportunities. The RSSA® Program is a turn-key Social Security education, technology, and support program to turn insurance agents into a trusted Social Security expert.
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Tax Deferral Strategies for Real Estate
Join Kyle Connor, Real Estate Exchange Specialist of Invesco Real Estate as we provide details about how we tailored our program to seamlessly merge illiquid real estate into a framework that is compatible with the wealth management business.
How to Build Your Exit Planning Dream Team
Join Julie Keyes, Founder and President of KeyeStrategies as we discuss building a collaborative team where everyone wins can be more difficult than you think, especially if you are new to exit planning. Julie Keyes, a well-known, award winning CEPA has many years of collaboration experience and is going to share her best practices.
Cracking the Code: Proven Tactics for More Referrals via Centers of Influence
Join Mike Garrison, Founder of Blue Ridge Legacy Partners, as we navigating the initial hurdles as a newly minted Certified Exit Planning Advisor (CEPA) often centers around a common challenge: acquiring more clients. Many financial advisors hesitate to allocate funds to extensive marketing campaigns or prefer cultivating new business through referrals.
Quality Earnings and the Exit Planning Process
Join Ryan McCaslin, Transaction Advisory Services Partner of EHTC, as we discuss is an introduction to the Quality of Earnings (“QofE”) process and how it fits into exit planning. A QofE report is performed during the due diligence process of either acquiring a Company or selling a Company in order to analyze historic earnings and arrive at an Adjusted EBITDA typically used for deal valuation.
The Hidden Risks & the Role of Cybersecurity in M&A
Join Daniel Metcalf, Co-Founder of CyberFin, as we discuss how cybersecurity plays a critical role in mergers and acquisitions (M&A) by ensuring the protection of sensitive digital assets, data, and systems during the integration of two organizations. It involves assessing and mitigating potential cyber risks to prevent data breaches, intellectual property theft, and operational disruptions.
