Join us for the 11th Annual Owner's Forum presented by the EPI Greater New York Chapter! This landmark event marks over a decade of dedication to helping business owners secure their legacies and navigate the future of exit planning.
Agenda Highlights:
- 9:00 am – 9:30 am: Registration & Breakfast
- 9:30 am – 9:45 am: Introductions
- 9:45 am – 10:25 am: Dan Donnelly – Secrets of Selling a Business
- 10:25 am – 11:00 am: CNBC's Stephanie Link Interviewed by Mark Kravietz on the Markets and the Election
- 11:00 am – 11:15 am: Break
- 11:15 am – 11:45 am: Keynote Kerry Siggins on Leadership
- 11:45 am – 11:50 am: Closing Remarks
This gathering is a vital connection point between industry experts and business owners. By participating, you'll position your firm as a market leader and demonstrate your commitment to guiding businesses toward successful exits. The forum fosters a collaborative environment where owners can access the crucial information they need to take actionable steps within their businesses.
Don't miss this opportunity to be part of a milestone celebration that continues to shape the future of exit planning.
Learning Objectives:
- Understand the critical elements of successful exit planning: Learn how to secure your business's future through effective exit strategies, ensuring both personal and business continuity.
- Gain market insights to inform your business decisions: Explore how current market trends and the upcoming election may impact your business, and develop strategies to navigate these changes.
- Enhance leadership skills for business growth: Discover leadership strategies from industry experts that will empower you to drive your business forward and achieve long-term success.
About the Presenters:
Hear from industry experts, Kerry Siggins, Stephanie Link, and Dan Donnelly
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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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.
ABOUT THE PRESENTER
Kerry Siggins is the CEO of StoneAge, a fast growing, employee-owned manufacturing and technology company based in Colorado. In 2023, Kerry was named EY Entrepreneur Of The Year and Colorado’s CEO of the Year. StoneAge is recognized as a top company to work for by Outside Magazine and Inc. Magazine. She is a dynamic, sought after speaker who presents worldwide at corporations, universities, and conferences. Kerry hosts Reflect Forward, a popular leadership podcast and is an author, blogger, and contributor to Forbes, Entrepreneur, Authority Magazine, and BIC Magazine. Her blog is visited by thousands of readers each month and she recently released her first book, The Ownership Mindset: A Handbook for Transforming Your Life and Leadership.
Stephanie Link is the Chief Investment Strategist, Head of Investment Solutions and Equity Portfolio Manager at Hightower Advisors, a national wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices. In addition, Ms. Link runs multiple equity strategies within the Investment Solutions group. The Investment Solutions group has $5.1B in assets under management as of July 15th, 2024.
Prior to joining Hightower, Ms. Link was the Senior Managing Director and Head of Global Equities research at Nuveen, where she co-managed the CREF Stock Variable Annuity Portfolio with $200 billion in assets, managed her own US Core portfolio with $3.7 billion in assets and oversaw thirty-three investment professionals who collectively managed $40 billion.
Before joining Nuveen, Ms. Link spent seven years at TheStreet as Chief Investment Officer and Co-Portfolio manager of Jim Cramer’s Charitable Trust. Before that, she served for 10 years at Prudential Equity Group as Managing Director of Institutional Sales and Director of Research. She began her career at Dean Witter Reynolds in the Institutional Sales Department.
Ms. Link earned a B.S. in finance at Boston College. She currently serves as Chairperson for the Investment Advisory Council at the Basking Ridge Presbyterian Church in Basking Ridge, NJ and serves on the Board of Trustees at The Pingry School.
As an investment professional with 31 years of experience managing money, Ms. Link’s insights are frequently sought after for industry events and by the media. She is currently a CNBC Contributor and frequently appears on The Halftime Report, Squawk Box, The Closing Bell, and Power Lunch.
Dan Donnelly grew up with tremendous work habits that he learned from his dad in Queens NY. In 1989, Donnelly founded Donnelly Mechanical, ultimately leading the firm to become one of the largest HVAC contractors in the nation. He further expanded the company in 2009 after founding Donnelly Sustainable Energy Services (SES), a division of Donnelly Mechanical offering maintenance, construction, consultation and energy sourcing services. resides in the beautiful Hudson Valley, upstate New York. After selling his company in 2018 he has helped many people with his coaching, he is an executive coach, a life coach and a clinical hypnotist. We will get into all of this shortly.