The EPI Inland Empire Chapter is dedicated to fostering collaboration among local advisors, promoting the exchange of best practices, and advancing awareness of exit planning. Join us this November at Heroes Restaurant to connect with like-minded professionals and strengthen your network. Whether you’re looking to enhance existing relationships or forge new ones, this gathering is an opportunity to deepen your bench of professionals in the exit planning industry. Don’t miss out on the chance to network and engage with a dynamic community passionate about shaping the future of exit planning. See you there!
Learning Objectives:
- Will gain hands-on experience of navigating diverse scenarios and collaborating within teams.
- Will gain valuable insights and teamwork skills that enhance understanding of real-world dynamics.
- Will discuss the value that a CEPA adds to an advisory team.
- Will discuss the role of each advisor on an advisory team.
About the Presenter:
Hear from industry expert Kariann Voorhees, Esq., Estate Planning Attorney and Founder of Voorhees Law Group.
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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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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Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with 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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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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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
Meet Kariann Voorhees:
Kariann Voorhees is managing partner of Voorhees Law Group PC. Kariann graduated cum laude from Whittier Law School in 2013. There she served as an executive member of Moot Court Honors Board, and was a member of the Whittier Law Review. During law school, Kariann was awarded best overall advocate in the Gail P. Sonnenburg oral advocacy competition.
Kariann was a certified law clerk for the Orange County District Attorney’s Office for a term as well as an extern with the Superior Court of Orange County for the Honorable Elaine Streger.
Kariann is licensed to practice in all California courts, and is a member of the Orange County Bar Association and the San Bernardino County Bar Association. She’s also a Board Member of the Exit Planning Institute, Orange County Chapter.
Kariann lives with her husband and 3 children in Yorba Linda, California where they enjoy camping and hiking in their free time. She is an avid fan of all Chicago sports teams and is still basking in the Chicago Cubs World Series win.