CHARITABLE GIVING AS A TAX AND PHILANTHROPIC STRATEGY FOR BUSINESS EXIT PLANNING
Planning for a successful business sale goes beyond securing the best deal—it’s also an opportunity to create a meaningful legacy. Discover how charitable giving strategies can help business owners align their philanthropic goals with personal financial planning while potentially realizing valuable tax savings as they prepare for a business sale. Explore ways to integrate charitable giving into the pre-sale planning process, balance financial objectives with philanthropic aspirations, and make a lasting difference for the causes that matter most. Turn business success into a lasting legacy through thoughtful charitable giving and strategic pre-sale planning.
Learning Objectives:
Preparing a business for sale is more than a financial transaction—it’s an opportunity to shape your personal financial future and create a lasting philanthropic legacy. In this session, discover three key takeaways: Explore Tax-Saving Strategies:
1. Learn how strategic planning can help reduce taxable gains from the sale of a business.
2. Align Philanthropy with Personal Goals: Understand how to incorporate charitable giving into your personal planning as you prepare for a business sale.
3. Leverage Collaborative Expertise: Hear firsthand from a charitable planning professional and an estate planning attorney on how their combined expertise can help business owners navigate personal planning and achieve their financial and philanthropic objectives. Discover how thoughtful pre-sale planning can help you preserve more of your wealth, support the causes you care about, and build a legacy beyond your business.
About the Presenters:
Hear from industry experts Debbie Babb and William Strickland.
Thank you to our Sponsors
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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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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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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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.