In this meeting, we will delve into the transition from achieving success to creating significance within our business endeavors. We'll explore strategies for leveraging our successes to make a broader impact and leave a lasting legacy. Through interactive discussions and case studies, we'll identify opportunities to align our goals with larger societal or industry objectives. Join us as we chart a course towards not just being successful, but also making a meaningful difference.
Learning Objectives:
- Gain insights into enhancing the attractiveness of businesses through strategic positioning and value proposition refinement.
- Understand the key elements of readiness for various exit strategies, including assessing financial stability, market conditions, and organizational preparedness.
- Explore the relationship between enterprise value and wealth management strategies, with a focus on optimizing returns and mitigating risks through informed decision-making.
Thank you to our Sponsors
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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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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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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Other Business Professionals
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Business Consultants
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Professional 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
As a senior client strategist, Sherell delivers holistic financial planning solutions and expertise on a variety of wealth management issues exclusively to ultra high net worth individuals and families with $20MM or more in investable assets.
Sherell works with clients such as; family offices, business owners, corporate executives, medical professionals, among others. Along with her teammates, Sherell works to deliver an optimal suite of services, and creative solutions while serving as a financial “quarterback” for her clients.
Sherell has over 13 years of experience in wealth management and banking. She has been named a top performer amongst her peers with a proven record of accomplishment. Sherell also served as a state champion for Region’s Her Vision Her Legacy initiative helps educate, equip, and empower women to take control of their financial futures so that they – and their families – can rest assured that their financial legacies are secure.
My purpose is to illuminate the space between stimulus and response
The sovereignty to choose.
To choose to be the hero and not the victim of our life story.
To choose resiliency and grit over impotence and helplessness
I choose to be the ripple
To accept that my behavior influences others
If my life works, I influence my family
If my family works, we influence our community
If our community works, we influence our nation
If our nation works, we influence the world