Joshua will share a bit of his story of the journey he has been on. At the high level of implementing EOS at his business a few years ago, the hard decisions that meant in terms of letting key leaders go and rebuilding the foundations of the business, then the big decision to get out of day to day operational roles a year ago when he realized what my "One Thing" was after reading The EOS Life. He will then share that journey with its ups and downs and where he is today.... which is out of all seats except for the Visionary role with time left for my consulting work. It's not perfect, but it's been a wild journey and I think I can help inspire others that it is possible.
Learning Objectives:
- Gain insights into implementing EOS (Entrepreneurial Operating System) at a business, including the challenges and hard decisions involved.
- Understand the importance of identifying and focusing on one's "One Thing" in the context of personal and professional growth.
- Learn strategies for transitioning from day-to-day operational roles to a visionary position within a company, while balancing consulting work and personal fulfillment.
About the Presenter:
Hear from industry expert Joshua Adams.
Event Details
Who Should Attend?
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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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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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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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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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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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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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Other Business Professionals
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Business Owners
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Business Consultants
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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
Joshua started programming at 11 years old and began his freelance web career at 14. His entrepreneurial spirit and years of experience (serving over 750 clients) have led him to become an expert in the fields of web development, digital marketing, and branding. After 10 years in the industry, Joshua founded Rock Paper Simple in 2013 with the vision of building an agency that focused on making a difference in the community, for the companies it served as well as those it employed.
He also serves as a Fractional CMO (Chief Marketing Officer) for a few select clients, is an Executive Producer for Breakthrough (a mental health documentary) and works on independent film projects through Mendx Studios. He recently founded Greater Purpose Ventures as he explores bringing several business concepts together under one roof.
His leadership of the Rock Paper Simple team has helped companies both large and small build marketing-focused websites, expand their digital presence, refine their brand, and create stunning videos. Joshua and Rock Paper Simple have served as a resource for companies such as Health First, Satcom Direct, Long Doggers, Space Coast Daily, Pizza Gallery & Grill, Brevard Health Alliance, The Orlando-Melbourne Regional Airport, Grills Seafood and Sorensen Moving and Storage.
Joshua has been recognized with LEAD Brevard’s “4 under 40” award in 2019 and as one of SCB’s Business Leaders of the Year in 2020. Under his leadership, Rock Paper Simple has also proudly racked up Addy awards every year since its founding including over 70 Addy awards, 5 Judges Choice and a Best of Show. Other awards include GrowFL’s Florida Companies to Watch (2020), A Gold Angel Award (2020), Central Florida Humanitarians (2019), the Business Acceleration Award (2017) and the twice-earned Cocoa Beach Chamber of Commerce Business of the Year award (2011 and 2018)
Joshua serves on the board of directors for New Life Mission and Junior Achievement of the Space Coast, spent 7 years on the Founders Forum board of directors (past chair) and is also a past board member of the Space Coast Early Intervention Center (an inclusion school) and AAF Space Coast. Furthermore, he has had the pleasure of sharing from his personal experience and expertise in marketing and entrepreneurship as a guest speaker at the University of Central Florida, Eastern Florida State College, Florida Institute of Technology and Brevard Public Schools.
Personally, he is never satisfied with the status quo and is always working hard to find the simplest, but most effective ways to create results for his clients and ventures. You will frequently hear him say “Ever Forward!”, as he believes the best option is always, always to move forward. He lives to empower talented people and dedicates his work in every endeavor to the glory of God.
He enjoys spending time outside of work travelling or serving the community with his wife, Diana. He is a follower of Jesus Christ, 3rd generation Pittsburgh Steelers fan (he says it’s in his blood at this point!), enjoys cigars and old fashions, loves anything Lord of the Rings or Star Trek related, collects strategy board games (his collection now exceeds 150 board games), and he 3D prints and hand paints tabletop miniatures.
