This seminar will focus on increasing the value of your business. Thinking about transitioning in the next 3 to 5 years? Then this is the seminar for you. Prior to the seminar, you will have the opportunity to take an assessment that will generate a range of current value as well as possible value. There are 8 value drivers in any business. The assessment will help you target the largest areas of improvement for your company and the seminar will help you understand what to do.
Learning Objectives:
- Current estimated range of value of the business
- Key drivers of value for your business
- Increase in value opportunity
About the Presenters:
Learn from industry experts Todd Eppert, Certified Business Coach and Exit Planner and Angelique Faul, Principal, Silver Jacket Communications.
Thank you to our Sponsors
Event Details
Who Should Attend?
-
Attorneys
You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.
-
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.
-
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.
-
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.
-
Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
-
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
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
Meet Todd Eppert:
Todd has a Bachelors in Science, Industrial and Systems Engineering from the Ohio State University and an MBA from Thomas More College. He served in a number of leadership roles during his 20 plus year career in small to mid-sized manufacturing businesses including VP of Manufacturing roles at IPC Power Resistors/Post Glover and Skilcraft, and COO at Senneca Holdings. He has worked with continuous improvement teams, improved operational performance, and developed leaders. A key focus in his corporate career was helping his teams through a merger and multiple acquisitions, with most of his time spent on the integration efforts. Todd realized there was a significant gap with family-owned businesses seeking to transition leadership to the next generation, forcing them to sell. He left the corporate structure in late 2017 to follow his passion of developing people, coaching, and mentoring.
In early 2018, Todd started a FocalPoint Business Coaching franchise in the Cincinnati area. In this role, Todd focuses his time helping business owners and leaders achieve results they otherwise could not achieve on their own. He is a certified Business and Executive Coach as well as a Certified Exit Planning Advisor. He is proud to be a multi-year award winner at FocalPoint. Todd volunteers as a Facilitator and Family Guide with the University of Cincinnati Goering Center and serves as an adjunct instructor at UC, teaching a course on the Management of Family Business. His expertise includes manufacturing/distribution operations, leadership, leadership development, logistics/supply chain, strategic planning and implementation, continuous improvement, team building, coaching, and succession planning.
At home, Todd enjoys family time with his wife and two teenage boys. They enjoy outdoor adventure, travel, golf, and skiing as a family.
Meet Angelique Faul:
Angelique Faul founded Silver Jacket Communications (SJC) in 2019, leveraging 25 years of B2B technology experience. Angelique builds close relationships with her clients by limiting the number of companies she represents at any given time. She works with an experienced group of PR consultants that develop and execute on metrics-driven media, thought leadership and analyst strategies for SJC clients. Current and past clients include Avast, Cribl, DoControl, Digital.ai, Edgybees, Identity Defined Identity Alliance (ISDA), MindTickle, Mitiga, OPSWAT, Refinery Ventures and SecureAuth, among others.
Previously, Angelique directed worldwide communications for BitSight, the leader in cybersecurity risk ratings. In this role, she developed the company’s thought leadership, content and media relations programs; and directed three PR agencies (US, UK and Germany). Additionally she drove BitSight’s analyst relations engagement strategy, managing 25+ analyst relationships. As part of this program she managed paid engagements as well as non-sponsored reports with Forrester, Gartner, ESG, the451 and IDC.
Prior to BitSight, Angelique was principal of Kulesa Faul (now Offleash), a mid-sized PR agency based in the Bay Area, where she drove successful public relations, content and social media programs for her clients.
