How are employee expectations impacting their work? This survey examines both employer and employee perspectives. It will emphasize the crucial need for aligning expectations with available resources. The survey provides deeper understanding of employee desires, and how employers can effectively create loyalty and attract top talent.
Learning Objectives:
- Strategies employers can implement to retain top talent.
- Understanding key employee concerns.
- Addressing the gap between employer resources and employee needs.
About the Presenters:
Hear from industry experts Mike Dullaghan
Event Location
Event Details
Who Should Attend?
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Attorneys
You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.
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CPAs/Accountants
Owners participating in the State of Owner Readiness research continue to indicate that you are the No. 1 "Most Trusted Advisor." You are a natural fit to lead the exit planning team and deepen your relationship (and retention) of next generation owners.
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Wealth Managers
You’re a skilled relationship person. Being entangled into your clients’ professional lives matters as you build a strategy to manage their wealth upon them harvesting it from their business. Exit planning allows you to build a deeper relationship with your client, expands your COI network, while giving you an early seat at table well before the liquidity event.
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Financial Advisors
One of the critical ‘legs of the stool’ is personal financing planning. An owner must have a strong financial plan & contingency plan post-transition to enable them to thrive in the next act of the lives personally and financially. Exit planning brings this future mindset into the present. Exit is now.
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Valuation Analysts
Valuation is both a billable engagement AND an opportunity to provide owners some perspective on how to accelerate value drivers (and deal with value killers). Use exit planning to make that valuation into a longer term value acceleration engagement.
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Investment Bankers
Only 2 of every 10 businesses that come to market actually sell. Learn how exit planning can bring attractive AND ready business to your purview.
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Estate Planners
Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.
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Strategic Consultants
One of the most critical roles in exit planning is building transferable value. Strategic consultants have the ability to expand options and drive rapid business value that affect performance today.
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Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
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Mergers & Acquisition Advisors
Proper exit planning causes less deals to fall through at the last minute. Connect with CEPAs to build your healthy deal flow network.
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Commercial Lenders
One of the best relationships a business owner makes is with their banker. How can you help your corporate clients think about the future and ensure financial continuity? Answer: exit planning.
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Family Business Advisors
More than 50% of lower middle market business owners would prefer to transition to the next generation. Help them succeed with exit planning strategies.
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Other Professional Advisors
Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.
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Private Business Owners
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Members of Family Business Boards
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Professional Advisors
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Business Consultants
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Other Business Professionals
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Business Owners
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Business Owners & Their Trusted Advisors
EXIT PLANNING IS GOOD BUSINESS STRATEGY
The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.
ABOUT THE PRESENTER
With my passion for coaching, relationship building and recognizing the contributions of others, as Director of Retirement Sales Execution, I serve our team by helping them raise and retain assets in the workplace savings industry.
I accomplish this mission by:
**Creating thought leadership that drives sales execution
**Developing content, sales messaging, and value-add client programs.
**Coordinating campaigns that drive our DCIO team toward our sales goals.
**Driving social marketing efforts via DCIO specific blogs and posts.
**Serving as the team liaison for effective tech adoption and deployment.
All decisions are filtered through the lens of, “how does this help us accomplish our sales goal?”
What we offer is industry leading thought leadership backed by world class DCIO investment options.
I have the blessing of living in Roanoke, VA, with my wife Lisa and four daughters. I have the honor of serving as a management team member at Journey Church Roanoke. When enjoying time away from work, I like to jog, visit the OBX, make horrible dad jokes and am a professional napper.