Conducting deep discovery with clients and prospects is something that most Financial Professionals excel at. However, when working with business owner clients, you will want to take those skills to the next level. This presents a great opportunity for Financial Professionals to play the role of “quarterback” of the exit advisory team and build relationships with business owners so that they are embedded on their advisory team when a liquidity event occurs. And that all starts with conversations and discovery questions.
Learning Objectives:
- Learn conversation starters to help you have meaningful conversations with business owners.
- Learn to create a business owner meeting agenda.
- Gain access to many resources that help you excel in this space.
About the Presenters:
Hear from industry expert Ian Moreau
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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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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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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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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Private Business Owners
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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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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
Ian is a Regional Representative, Business Consultant at John Hancock Investments covering the Austin, San Antonio, and surrounding central/south Texas wirehouse, independent, and regional firms in the area. He joined the industry in 2015 starting his career in finance with John Hancock Investment Management. Prior to joining John Hancock Investments, Ian worked as a science teacher and football/basketball coach across the state of Texas. Since joining the firm, Ian worked as an internal covering Texas and parts of Oklahoma and was then promoted to the management team. He was tasked with the opening of the new office in Arizona where he played an instrumental role in our companies’ expansion in the west. Over the years, Ian has been a leader within the sales organization with coaching, mentoring, and helping to run a division. Ian currently holds the industry exams 63, 66, SIE, 7, 24, CEPA, and the AIF designation. Ian is also a National Social Security Advisor Certificate Holder from the NSSA organization.
Ian excels at building relationships with a focus on providing excellent customer service and access to resources to help advisors run a thriving business through effective consultative services and a vast array of solutions.
Ian, his wife Jennifer, and their two kids, Axie (11) and Dane (7) reside in the greater Austin area. They love being back home in the great state of Texas and being close to family and friends. Both Ian and Jennifer graduated from Texas A&M University – Commerce with a Bachelor of Science degree. Ian, youngest of 9 kids, is originally from Montana and came to Texas for college where he first met Jennifer.
