Through a panel of industry experts, we will deep dive into what a business owner needs to know before considering selling their business. We will identify the WHO, WHAT, & WHERE. Who the owner needs to have on their ’team’, what the purpose of that advisor is in the overall exit strategy, and when is the right time to hire those individuals. Having a well thought out strategy, and the right people, makes all the difference when looking to optimize an exit valuation.
Learning Objectives:
- Identify the right team of advisors
- When you need to think about certain aspects of business preparation
- Best ways to align yourself with the best advisor to maximize your sale
About the Presenters:
Hear from industry experts, Jacqueline Hodes, Managing Partner of J2 Advisory Group, Angela Santos, Partner at Duane Morris LLP, Nikoleta Angelova, Business Consulting at Kaufman Rossin, and Romi Wallach, Business Development at Now CFO.
Event Details
Who Should Attend?
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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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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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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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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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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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Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
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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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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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Professional Advisors
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Business Consultants
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Other Business Professionals
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Business Owners
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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
Meet Nikoleta Angelova:
Nikoleta Angelova helps companies optimize their financial and operational performance and drive business growth through financial planning, data analytics and innovation.
She has experience in transaction advisory across all layers of the capital structure, helping companies navigate mergers and acquisitions, due diligence and post-deal integration planning and execution. She advises companies ranging from pre-revenue to large-cap on financial management and growth, including analyzing key performance indicators (KPIs), conducting market research, developing complex financial models, and designing performance improvement initiatives.
Nikoleta began her career at Citi Investment Banking, where she advised Fortune 100 companies on mergers and acquisitions, leveraged buyouts and debt and equity financings. She then joined HIG Capital’s Bayside Capital, where she developed complex financial models and made investment recommendations across the capital structure for a $2.5 billion special situation opportunities fund.
Before joining Kaufman Rossin in 2018, Nikoleta was the director of strategy and financial planning at a private equity turnaround company in the consumer e-commerce space. She also served as the COO/CFO of a mobile technology company in Miami, leading the company’s monetization strategy, identifying and analyzing key performance indicators (KPIs) and forecasting and budgeting for capital fundraising. In her free time, Nikoleta enjoys assisting early-stage and growth stage businesses with strategy and fundraising.
Nikoleta was a recipient of the prestigious Presidential (Gabelli) Scholarship at Boston College. She is fluent in Bulgarian, Spanish and English.
Meet Angela Santos:
Angela Klemack Santos practices in the area of private client wealth planning and tax. Ms. Santos advises U.S. and non-U.S. high-net-worth individuals, families, business owners and their advisors with respect to the design and implementation of tax minimizing and wealth transfer planning strategies, addressing U.S. income and transfer taxes, domestic and international estate planning, pre-immigration planning, tax compliance, asset protection and business succession planning. She also advises fiduciaries and individuals regarding the tax treatment and reporting obligations of foreign trusts with assets or beneficiaries located in the U.S. Additionally, Ms. Santos advises personal representatives/executors and trustees on complex estate and trust administration and postmortem planning.
Her practice includes preparation of wills, revocable trusts and irrevocable trusts, marital agreements, sophisticated trusts, such as dynasty trusts, foreign grantor trusts, intentionally defective grantor trusts (IDGTs), beneficiary defective irrevocable trusts (BDITs), irrevocable life insurance trusts (ILITs), grantor retained annuity trusts (GRATs), incomplete nongrantor trusts (INGs), first-party and third-party supplemental needs trusts (SNTs), lifetime spousal access trusts (SLATs), domestic and offshore asset protection trusts, charitable trusts and foundations, and family limited liability companies and limited partnerships (FLLCs and FLPs). Her practice also includes trust administration matters, modifying trusts, structuring new trusts, decanting, domesticating foreign trusts to the U.S., and transferring other state trusts to Florida.
Ms. Santos is admitted to practice in Florida, New York and Connecticut. She was a 2016 graduate of the inaugural class of the Florida Fellows Institute of the American College of Trust and Estate Counsel ("ACTEC"). She was a 2016-2018 Fellow of the Real Property Probate and Trust Law ("RPPTL") Section of The Florida Bar. She is a graduate of Georgetown University Law Center, where she earned an LL.M. in Taxation, and Syracuse University College of Law, where she was editor-in-chief of The Labor Lawyer, an ABA publication. She is also a graduate of The Ohio State University, where she was a Morrill Scholar and Fellow of the John Glenn Institute for Public Policy and Public Service.
Meet Jackie Hodes:
Founder
Prior to founding J2advisors in order to work more closely with business teams, Jackie practiced exclusively at large international law firms, including McDermott Will & Emery and Jones Day.
Jackie represents strategic buyers and sellers in each state of the lifecycle, private equity fund sponsors, and family offices in complex global transactions with a strong emphasis on health care, health care insurance and transportation and logistics.
Jackie has deep transactional knowledge and years of deal experience allowing her to seamlessly provide her clients with high quality, specialized legal services and strategic advice, including comprehensive deal structuring guidance, and access to a broad range of capital sources and deal resources.
Meet Romi Wallach:
Romi Wallach began working in Financial Services in 2017. In early 2022 she joined NOW CFO as a Business Development Representative in the South Florida market. Romi’s background working with business owners and decision makers has allowed her to expand and provide even more resources and support to the large community of business owners and professionals that she has served over the years. In November of 2023 she became the Director of Business Development for ISA – an organization that provides innovative solutions to business owners looking to grow and scale their business by leveraging remote Global Talent.
In 2021, she Co-founded The Daily Drip, a media platform providing content, resources, programming, and community to support South Florida businesswomen on their journey to maximum potential. The Daily Drip is a thought leadership platform amplifying the voices of the modern female business professional. From Palm Beach to South Beach, they are now a community of 4,000 and expanding nationally in 2024!
Romi serves as a member of the Joe DiMaggio Planned Giving committee, a Board Member for Piper’s Angels Foundation, a 3 x Crossing Crusader in the Crossing for CF, Mentor for the Crossing for CF, Core Committee Member for the Crossing for CF, member of Women Know Y, Club 211 Broward Lifetime member, Circle of Wise Women and Co-President for IBDPros..
