This business owner panel will center around the significance of human capital and HR outsourcing on their success and improving the value of their organization. The panelists will discuss how focusing on human capital has allowed them to create a culture of employee engagement, which has resulted in increased productivity and a positive work environment. They will also share how HR outsourcing has helped them reduce costs, access expert HR knowledge, and focus on strategic business goals. Additionally, they will discuss how investing in human capital and outsourcing HR has contributed to the overall value of their organizations, including positive employee relations and HR compliance. Attendees will learn about the advantages of focusing on human capital and outsourcing HR, which can ultimately lead to long-term success and value.
Learning Objectives:
- Participants will be able to understand the importance of human capital in creating a positive work environment and increased productivity.
- Participants will be able to explain the benefits of HR outsourcing, including cost reduction, access to expert HR knowledge, and the ability to focus on strategic business goals.
- Participants will be able to identify the ways investing in human capital and outsourcing HR can contribute to the overall value of their organization, including improved employee relations and HR compliance.
About the Presenters:
Learn from industry experts Tom Squier, President at Pacific Energy Service, Jeremy Leach, Owner of Modern Studio Equipment, and David McBride, Director of Business Development at BBSI.
Thank you to our Sponsors
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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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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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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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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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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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Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with 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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Business Consultants
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Professional Advisors
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Other Business Professionals
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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
David McBride is the Director of Business Development at BBSI (Barrett Business Services, Inc., NASDAQ: BBSI). BBSI is one of the largest providers of business management solutions nationwide, helping businesses of all sizes grow revenue, increase efficiency, mitigate risk, and scale profitability.
As the lead contact for new business for BBSI during the past five years, David has built a book of business consisting of 125 active clients, with a total of almost 4,000 worksite employees, totaling gross annual revenues to BBSI of over $135 million.
David admits he is rarely the smartest person in the room but is usually the most curious. He’s very interested in what you do, how you got there, and where you are going.
Aside from work, David and his wife of 34 years, Christi, are real estate investors and grandparents to two young grandsons. They have lived in Ventura County for 24 years and in their off time are usually in shorts and flipflops. They enjoy hiking, exercise, Christian ministry and are blessed to have many good and close friends.
A favorite quote of David’s is from Winston Churchill, “If two people agree on everything, one of them is unnecessary.”
Jeremy Leach started his first company with his wife Vikki in Albuquerque NM, while attending the University of New Mexico. After graduating, they sold that company to fund their move back to Southern California where they were both born and raised. Upon their return, Jeremy began building his career in the movie and television industry, addressing the needs of pre-production through post-production.
In 1997, Jeremy started Vision QC, a postproduction quality control company, and grew it to a team of over 40 consultants servicing all the major production studios. In 2012 while working with the studios, he noticed a need for production equipment rentals and started the CFG Rental Group. While purchasing equipment for CFG, he began working with a manufacturing company that made the best grip and rigging equipment in the industry but was unable to satisfy market demand. In 2015, Jeremy sold CFG and purchased Modern Studio Equipment to increase production to match their demand. Since the purchase, Modern's sales have tripled and continue to climb.
Jeremy attributes his desire and ability to lead to his career as a quarterback in football. In high school, he was named the 1987 Los Angeles 4A City Football Player of the Year after leading Granada Hills to the City Championship over Carson, who was ranked second in the nation by USA Today. As a four-year starter at QB for the University of New Mexico, he finished as the 10th all-time leading passer in NCAA history.
Back in 1981 (when pagers were still popular), California native Tom Squier’s career in the solar thermal industry started with commercial solar and new construction plumbing projects (anything that paid the bills). In 1995, he started moving up the ranks when he was named Service Manager for a Teledyne Laars Heating representative company (who we still work closely with today).
In 2001, Tom launched his own boiler service company, Pacific Energy Service (PESI) with the mission of creating a company with generational change for its employees. He studied entrepreneurial leadership at Babson College (Go Beavers) which helped prepare him to manage his company from Texas.
Tom holds contracting licenses in Solar (C-46), Plumbing (C-36) and Boilers and Pressure Vessels (C-4). He has provided instructional trade classes for PHCC, NAHB, and SEIA in Solar and Boiler Technology and has had articles published in various trade publications. His greatest accomplishment is his marriage of 31 years and his 2 daughters (dad jokes for days).