THE VALUE ACCELERATION METHODOLOGY PART 4: DECIDE GATE
Join us as we continue our 4-part journey through the Exit Planning Institute’s proven process, The Value Acceleration Methodology. In part 4, we conclude our deep dive into the methodology, key concepts to be understood by owners and their advisors, and how to increase the value of a business. Annually, an owner must assess energy and runway for continued value creation and relative position in achievement of the master plan. This session will focus on the Decide Gate, exit options and opportunities, and the tradeoffs of those crucial decisions. We will also cover how to identify which transition / exit options may be more appropriate and the importance of teamwork all the way to the finish line. After this session, attendees will have a greater understanding of the final phase to coach owners to the culmination of their work.
Panel discussion begins at 4:10 pm
Networking to follow at 5:10 pm
Learning Objectives:
- What is Value Acceleration
- Understanding the Decide Gate
- How to decide: Grow or Exit?
- Exit Options
- How Your Practice Fits into the Process
Meet the Speakers:
Hear from industry experts, David Eichenlaub, Brian Coulter, Chris Colella, and Bill Vennetti.
Event Details
Who Should Attend?
-
Attorneys
You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.
-
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.
-
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.
-
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.
-
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.
-
Business Owners & Their Trusted Advisors
-
Business Owners
-
Business Consultants
-
Other Business Professionals
-
Professional Advisors
-
Members of Family Business Boards
-
Private Business Owners
-
Other Professional Advisors
Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.
-
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.
-
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.
-
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.
-
Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
-
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.
-
Estate Planners
Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.
-
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.
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 Brian Coulter:
Brian is a business counselor, trial lawyer, and shareholder in Roetzel & Andress’s Youngstown, Ohio office. As outside general counsel for a number of companies, Brian works closely with his clients to understand their businesses, mitigate their risks, help capture their opportunities, and solve their problems. When litigation is unavoidable or advantageous, Brian also routinely and aggressively advocates for his clients in the courtroom and at the negotiation table.
Brian’s clients run the gamut from publicly traded Fortune 500 companies to locally owned family businesses. No matter the client, Brian approaches all legal matters with the same goal: to obtain the best possible outcome for the lowest possible cost, whether measured in time, attention, or dollars and cents.
Brian regularly counsels small and middle market clients with regard to growth and exit-planning strategies. He and his team of attorneys achieve favorable results for both buyers and sellers of assets and/or equity. They also assist clients explore growth opportunities relating to intellectual property and/or other intangible assets.
Brian is a graduate of Belmont University in Nashville, Tennessee (2011) and the Ohio State University Moritz College of Law in Columbus, Ohio (2014). He is the former president of the Mahoning Valley Young Professionals, the current Vice Chair of OH WOW! The Roger & Gloria Jones Children’s Center for Science & Technology, the recipient of the MVP Designation at the 25 Under 35 Awards (2022), and a proud graduate of the Ohio State Bar Association Leadership Academy.
Brian is a Mahoning Valley native and currently resides in Canfield, Ohio with his wife and four children.
Dave has over 25 years of diverse experience in Corporate Finance, Mergers and Acquisitions, Business Strategy, Business Advisory and Public Accounting. Dave leads and participates in numerous types of transactions, including management buyouts, acquisitions, shareholder transactions, balance sheet restructurings, growth strategy, senior and subordinated debt placements and divestitures. His industry expertise includes manufacturing, food and beverage, business services and financial services. Dave has also served in senior level roles with commercial and investment banking firms where he gained significant experience in serving large corporations and middle market businesses. He began his career with a big four accounting firm. Dave is a Certified Public Accountant (inactive) in Pennsylvania, and a General Securities Representative licensed (7 and 63) by FINRA. Dave is a Registered Representative of and Securities Products are offered through BA Securities, LLC Member FINRA, SIPC.