POWER OF YOUR PEOPLE - HOW EXIT PLANNING INSTITUTE FOCUSED ON IMPROVING THEIR HUMAN CAPITAL
Exit Planning Institute (EPI) is the authority on exit planning and value acceleration. EPI began in 2005 as a professional education organization and launched the Certified Exit Planning Advisor (CEPA) credentialing program in 2007. Chris Snider and Scott Snider acquired EPI through their company, Snider Premier Growth in 2012. In 2013, Chris created the Value Acceleration Methodology, a clear process for managing exit planning engagements and leading diverse teams.
Learning Objectives:
The Human Capital in EPI:
- Asking the tough questions - 1) "If I were to die tomorrow, what would happen to the operational functions of our business, the day-to-day processes, and the execution of our strategic growth strategy?"
EPI Strategy to Build Human Capital
- Value Acceleration Methodology
The Results
- 5.2 out of 6 Employee Satisfaction (Approaching Best-In Class Values)
About the Presenter:
Hear from industry expert & EPI Dallas Chapter President, Akili Johnson.
Event Location
Event Details
Who Should Attend?
-
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.
-
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.
-
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.
-
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.
-
Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
-
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.
-
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 PRESENTER
Meet Akili Johnson:
Education and Experience:
After completing an internship with Merrill Lynch, Akili received his undergraduate degree from Abilene Christian University in May 2001. with concentrations in Financial Management and Accounting.
His work experience includes roles as an Analyst, Controller, Lending Officer, Consultant and now an Investment Planner with an emphasis on investment management, financial advice, retirement, estate planning and business planning.
In October 2012, Akili was awarded the Presidential Award for Volunteer Service, highlighting his dedication to the community with more than 500 hours of community service within a calendar year.
He currently is a mentor for the University of North Texas' Professional Leadership Program and enjoys covering several topics on financial literacy.
Licensing and Designations
Akili holds both a Series 7, 66 FINRA registration and a Life and health license from the Texas Department Insurance.
He is a CFP candidate completing his Certificate in Financial Planning from Southern Methodist University.
To round off his educational achievements, Akili received an Accredited Wealth Management Advisor designation from the College for Financial Planning and other advanced designations.
Akili lives in Dallas, Texas, and enjoys serving, reading, watching movies, and participating in a variety of athletic activities.
Responsibilities
In this role, Akili is responsible for developing relationships, providing customized advice, creating investment plans and investment portfolios.
He delivers a unique client experience by asking insightful questions to focus on what matters most in the financial lives of each client.
He then conducts a series of assessments, analyzes financial documents while capturing the unique goals to provide a disciplined customized approach that creates meaningful investment outcomes.