Transition & Exit Option Analysis

DEEP DIVE WEBINAR SERIES | TAUGHT BY THE CEPA FACULTY

Transition & Exit Option Analysis


Most owners are not familiar with all their exit options. As the most trusted advisor to your client, you are likely approached by business owners to give them insights on their best path to exit the business, harvest their wealth, and leave behind a company that can run without them. But are you truly versed in the exit options on the table? Do you know how to recognize an ideal candidate for a specific exit option? And further, do you know how to position a business for multiple exits, while reducing risk without undercapitalizing the business? This session provides an overview of the inside and outside exit options while illustrating a viable model for coaching a business owner through the process of identifying the exit option that is right for them, based on their personal, financial, and business needs. It will focus on more than just a sale, but also give equal time to succession plans and how to increase value, decrease taxation and create a plan for life after the business transition.

LEARNING OBJECTIVES:

  • List the various exit options for middle market business owners
  • Contrast the pros and cons for specific exit options
  • Identify the steps involved in an ESOP
  • Recognize ideal candidates for specific exit options

 

About the EPI Deep Dive Webinar Series:

The Deep Dive Webinar Series provides attendees premier continuing professional education on exit planning and value acceleration topics. This intermediate to advanced program level series occurs once a month and each session expands on critical content that is relevant to the active practitioner presented by experts from specialties within the exit planning ecosystem. Each session is taught by one of the expert faculty members from the most widely endorsed and accepted exit planning credentialing program on the market today: Certified Exit Planning Advisor ® (CEPA®). Register today and enhance your exit planning knowledge every month with EPI!

Click here to connect with the CEPA Faculty Members.

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The EPI Deep Dive webinar series was designed to provide EPI members easy access to quality continuing education on hot topics of high interest. Each session is taught by one of the expert faculty members from the most widely endorsed and accepted exit planning credentialing program on the market today: Certified Exit Planning Advisor® (CEPA®), which provides you an opportunity to revisit modules from the program and dive deeper than you were able to go during your original training.

Meet the Presenter


Sean Hutchinson, CEPA, CM&AA

Sean Hutchinson, CEPA, CM&AA

CEO of Strategic Value Advisors

Contact Sean

Sean Hutchinson is Chief Executive Officer of SVA Value Accelerators.  SVA provides expertise in value acceleration, ownership transition planning and management succession, mergers and acquisitions, and capital raises.  SVA’s hallmark is its unique Exponential Value Creation (XVC™) program.

He has advised privately-held companies throughout the U.S. on ownership transitions, competitive strategy, growth, valuation and value creation, restructuring, recapitalization, mergers and acquisitions, and governance.

He is the former Chief Executive Officer of Integra Realty Resources, a global company based in New York City and at the time of his leadership the world’s largest real estate advisory firm.  He currently sits on the Boards of three privately-held companies, including his 60-year-old family-owned business.  He is a member of the National Board of Advisors for the Exit Planning Institute and the president of EPI’s Northern California chapter.

Mr. Hutchinson earned his Master’s degree from Miami University of Ohio, is a Certified Exit Planning Advisor (CEPA), Certified Merger and Acquisition Advisor (CMAA), and holds the FINRA Series 79 and Series 63 licenses.

Connect with the Presenter: Strategic Value Advisors | Email: sean@strategicvalueadvisors.com  |  Website: www.StrategicValueAdvisors.com  |  Phone: (415) 233-9694  |  LinkedIn: Connect with Sean

Continuing Education


CEPAs receive 2 CE credit

CPAs receive 0 CPE credit

*Attendees must meet polling participation requirements in order 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.