CONDUCTING AN OPERATIONAL ASSESSMENT TO IMPROVE EFFICIENCY AND IMPROVE PROFITABILITY
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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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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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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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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
Meet Benjamin Kelly, CPA:
Benjamin Kelly, CPA is a Tax Director at Grassi. He has more than nine years of accounting experience, primarily advising businesses in the Construction and Real Estate industries and helping high-net-worth individuals reach their tax planning and compliance goals. Ben specializes in tax strategies for partnership, S Corps, C Corps and other pass-through entities. His construction clients include heavy civil general contractors and multi-family residential contractors.
Ben is a Certified Public Accountant (CPA) and holds a Master’s degree in Accounting from the University of South Florida and a Bachelor’s degree in Accounting from the University of Central Florida. He currently serves as Treasurer for the Miami Dade County Chapters of both the Construction Financial Management Association and the Rebuilding Together organization.
Meet Matt Liebhaber, CPA:
Matt Liebhaber, CPA is a Tax Director at Grassi. He has more than 14 years of tax and consulting experience. Matt has been instrumental in serving the tax needs of businesses in the Real Estate and Construction industries. He has also helped high-net-worth individuals reach their tax planning goals, including their estate and trusts, as well as investment partnerships. Matt is responsible for maintaining direct relationships with clients and providing strategic advice beyond traditional tax compliance.
Matt is a Certified Public Accountant (CPA) and holds both a Master’s and Bachelor’s degree in Accounting from the University of Florida. He is a member of the American Institute of Certified Public Accountants (AICPA) and Florida Institute of Certified Public Accountants (FICPA).
Meet Jeff Agranoff:
Jeff Agranoff is the Chief Human Resources Officer and a Human Resources Consulting Principal at Grassi. With over 18 years of experience working in public accounting firms, he specializes in heading human resource departments, providing outsourced human resource solutions to clients and growing middle market businesses in various industries. Jeff provides HR and Operational Consulting to several clients with a strong focus on Workforce Planning, Employment Matters, Compensation Strategy and Performance Management. He also provides full Practice Outsourcing and works closely with Business Owners to provide Compliance Solutions while maximizing profitability and results.
Jeff received his Bachelor’s degree in Human Resources and Communication from the University of Buffalo.