Welcome to 2024. Please join the Rocky Mountain EPI Chapter and WoMAN at the first event of the year where we will review the 2023 M&A market and gather insights from industry experts about 2024.
Learning Objectives:
- M&A Activity 2023 Review
- M&A Activity 2024 Outlook
- What should owners be aware of in 2024 when selling their business?
About the Presenters:
Hear from industry expert, David Tolson, Managing Director of VI Partners, Carolyn Ryan, Founding Partner, Business Broker & Advisor of Main Ascent, and Jon Underkofler, Vice President, Private Wealth Management of AB Bernstein.
Event Location
Event Details
Who Should Attend?
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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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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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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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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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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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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
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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 PRESENTERS
Meet David Tolson:
David co-founded Class VI in 2005 with a mission to Enable the Entrepreneurial Spirit. Sharing a passion for what entrepreneurs mean to our community, David and his business partner Chris Younger felt they could do a better job for business owners and have had a great time helping clients ever since.
Prior to Class VI, David founded CapitalValue in 2001, a valuation services firm providing valuations to mid-market entrepreneurs in the Rocky Mountain Region. In addition to his valuation experience, David was responsible for business and corporate development for a number of startups and most notably, he created and ran a highly successful strategic business unit at JD Edwards, an enterprise resource planning software company.
Professionally, David is a member of NACVA (National Association of Certified Valuation Analysts). David holds the CBA (Certified Business Appraiser) designation and has been recognized as a Distinguished Member of the Institute of Business Appraisers for his commitment to the valuation profession.
David is a graduate of Colorado State University (B.A.) and the University of Colorado, Denver (MBA).
Meet Carolyn Ryan:
Carolyn is a business broker and advisor who has spent over 30 combined years as a business owner and a global business development specialist. As a broker, her goal is to defend other business owners’ vision and purpose. Carolyn spent 17 years in the global development of Colorado’s home-grown brands, Celestial Seasonings and Gaiam. Carolyn has also lived overseas and travelled internationally for work.
Carolyn earned a BS in Marketing from Arizona State University and an Executive MBA from the University of Denver. She was born in Colorado and currently lives in Louisville with her husband.
Meet Jon Underkofler:
Jon has over 25 years of banking, investment management, and financial planning experience, as well as, professional expertise in financial, estate, retirement, and charitable planning. He joined Bernstein from BNY Mellon where he was the director of the overall wealth management strategy, including new business and relationship development of the firms clientele in the Rocky Mountain region.
Jon attended Arizona State University studying Economics and earned a Masters in Finance from Northwestern University. Jon and his wife along with their children live in Highland Ranch where they enjoy boating, skiing, hiking, and biking.
