COMBINING GROWTH STRATEGIES WITH VALUE ACCELERATION TO MAXIMIZE BUSINESS OWNER OUTCOMES
In this session, Wally will take the audience through an informative, engaging, presentation on how advisors can integrate Value Acceleration into your practice, build your team along the way, and most importantly, help your clients achieve the exit they deserve. We will cover how you can engage with your business owner clients, and build value from day one in your engagements. Further, we will discuss the impact of taking a dynamic growth approach on the front end, to set up and maximize the owner’s exit options on the back end. Advisors will take away new concepts, case studies, and tools that they can use going forward to increase the transferable value in their client’s business.
Learning Objectives:
- Integrating the Value Acceleration Methodology into Your Practice
- Closing the Profit Gap to fund your client engagements (and all the advisors around the table)
- Proving your Value as an advisor along the way
- Building and using your team to create options for your clients
- Becoming the most valuable advisor for your clients
About the Presenters:
Hear from industry expert Wally Waldron
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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Private Business Owners
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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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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
Jason “Wally” Waldron, CEPA since 2022, is the secret weapon behind owners, founders, and CEOs of B2B companies who use his unique profit and value acceleration strategies to grow faster and maximize the value of their business. When these owners feel trapped in their businesses, he applies Exitology so they can buy back their time and freedom. Details here: exitology.com As a nationally recognized business growth strategist, educator, and speaker, Wally has hosted multiple leaders in the Value Acceleration and Exit Planning field on his Exitology Podcast. Available here: pod.co/exitology His most recent book, Exitology, has been read by thousands of business owners throughout the English-speaking world, and the methods found within it are deployed daily by firms across North America and beyond.Available here: exitologybook.com He lives in the mountains of Evergreen, Colorado, with his wife and two children.