EPI CHICAGO 2023 BUSINESS OWNERS FORUM

EPI CHICAGO CHAPTER

The EPI Chicago Chapter 2023 Owners Forum is a dynamic and insightful gathering designed to empower business owners with the knowledge and strategies they need to navigate the complexities of ownership transitions and maximize the value of their enterprises. Hosted by the esteemed EPI Chicago Board, this forum introduces attendees to the Value Acceleration Methodology, a transformative approach to achieving optimal results in their ownership journey. Through engaging breakout sessions led by industry experts, participants will delve into advanced planning, employee ownership as an exit strategy, the nuances of building internal teams, and life after the exit. Join us for a day of interactive learning, networking, and invaluable insights into the world of ownership transitions.

Agenda:

  • Introduction to the Value Acceleration Methodology – EPIC Board
  • Breakout Room 1: Advanced Planning – Thomas Handler
  • Breakout Room 2: Employee Ownership as an Exit Strategy – Michael Hilker & Matthew Nels
  • Breakout Room 3: Building Internal Teams – Operations vs. Sales
  • Breakout Room 4: Life After the Exit – Cara Gray & Martin Swarbrick

Learning Objectives:

  • Gain a solid grasp of the Value Acceleration Methodology and how it can be applied to optimize business value and ownership transitions.

  • Explore advanced planning strategies to proactively address ownership transition challenges and capitalize on opportunities.

  • Discover the advantages and intricacies of using employee ownership as a viable exit strategy for your business.

  • Gain insights into building and managing internal teams, balancing operations and sales, and preparing for life after the exit to successfully navigate the entire ownership transition journey.

About the Presenters:

Hear from industry experts, Michael D. Hilker, Martin Swarbrick, Thomas Handler, Cara Gray, Matthew Nels, Tony Lenhart, and Bill Stranberg.

Thank you to our Sponsors

Event Location

Event Details

Date: Wednesday, October 25, 2023
Time: 5:00 pm - 7:00 pm Central Time
Where: Marcum LLP | 9 Parkway N, #200, Deerfield, IL 60015
Cost: $25.00
EPI Hours:
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Who Should Attend?

  • 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.

  • Attorneys

    You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.

  • 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.

  • 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.

  • 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.

  • 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.

  • Estate Planners

    Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.

  • 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.

  • Insurance Professionals

    Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.

  • 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.

  • 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.

  • 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.

  • Other Professional Advisors

    Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.

  • Private Business Owners

  • Members of Family Business Boards

  • Professional Advisors

  • Business Consultants

  • Other Business Professionals

  • Business Owners

  • 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 PRESENTERS

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Michael D. Hilker
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Martin Swarbrick
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Thomas Handler
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Matthew Nels
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Tony Lenhart
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Bill Stranberg
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Cara Gray
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