THE THREE LEGS OF THE STOOL
The most effective exit plans incorporate what Exit Planning Institute refers to as the Three Legs of the Stool. These Three Legs are your business, personal, and financial goals. By including them into your exit plan and day-to-day business strategy, you put yourself on track to have not only a successful exit, but a significant one.
Learning Objectives:
- Understand the importance of owner readiness
- Understand the impact of the Three Legs of the Stool
- Explore how to incorporate Exit Planning into your practice
About the Presenters:
Hear from industry experts, James Bruner and Kariann Voorhees.
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
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
Kariann Voorhees founded Voorhees Law Group, PC, to serve the unique needs of growing families and business owners. Combining her business and real estate experience with a passion for teaching, Kariann provides comprehensive estate planning and guidance tailored to each client’s goals.
Her practice ranges from probate avoidance, incapacity planning, and estate settlement to advising high-net-worth families on complex issues, including income tax, estate tax, and asset protection. Known for her clarity and empathy, Kariann takes pride in simplifying complex legal matters and helping clients make confident, informed decisions.
Beyond her practice, Kariann is co-founder of the Mandros Family Foundation, which supports families facing medical hardship, and serves as President of the Inland Empire Chapter of the Exit Planning Institute, fostering collaboration among advisors serving business owners.
Kariann lives in Yorba Linda with her husband and three children, where they enjoy camping, hiking, and cheering on Chicago’s sports teams—especially the Cubs’ historic World Series win.
Meet James Bruner:
Jim started in the financial services industry in 1990 with Bank of America. Prior to joining UBS in 2007, Jim was a Senior Vice President with US Trust, a division of Bank of America, in Palm Desert. Jim has been a Certified Financial Planner (CFP) since 1999 and was licensed as a Certified Private Wealth Advisor (CPWA) in 2018. He holds an M.S. in financial planning from the College for Financial Planning and a B.A. in communications from California State University, Fullerton. Jim was granted the designation Master Planner Advanced Studies (MPAS) in November 2013 and the designation of Certified Financial Planner (CFP) in 2019.
He is former Chairman of the Board of the Riverside International Automative Museum, and he sits on the board of the Palm Springs International Film Festival. He is past board president of Big Brothers Big Sisters of the Desert and Past Vice President of the Indian Wells chapter of Childhelp. Jim has taught investments, financial planning, and corporate finance as an adjunct professor for the University of Redlands and California State University, San Bernardino. Jim lives with his wide, Kelly, in Bermuda Dunes, and enjoys outdoor activities, including off-roading and boating.