Businesses are run by systems, processes, and people. While the people part can sometimes be the most challenging, it is also often overlooked as a vital part to any business succession plan. More than ever before, investors and strategic acquirers recognize the role people play in business value. People play a key role in creating efficiencies, developing new products and services, establishing the business brand, and generating customer satisfaction. Josh, Daniel, and Ailene will share their expertise to help your business owners not only find and hire the best talent, but also train them to be great leaders and retain them through inclusion, empowerment, and benefits. Explore and discuss how your clients can maximize the value of their business through human capital.
Learning Objectives:
- Finding and hiring a great leadership team to prepare for succession
- Transformational Leadership Thinking for better results
- Benefits and strategies to retain your leadership team
About the Presenters:
Learn from industry experts Joshua Walters, President of Hire Retention, Daniel Feiman, MBA, CMC, Founder at Build It Backwards, and Ailene Dewar, Vice President of Sales, California at Engage.
Thank you to our Sponsors
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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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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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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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 Joshua Walters:
Joshua Walters is the President of Hire Retention. Hire Retention helps businesses, and their leaders drive results through their people. Using data and science we help you hire the right people, engage and retain the ones they currently have, and achieve business results through your team. We do this through our Behavioral Academy and Executive Search.
The Academy - Tools + knowledge to drive results through people. The academy is a suite of tools and knowledge transfer to enable business leaders to hire, manage, and inspire their people using science and data rather than assumptions.
Executive Search - Recruiting for key business leaders. We help define the role, create the success profile, and hunt for the best candidates. After placement, we remain engaged to ensure successful onboarding and integration.
Josh is a husband and dad to four little ladies, board advisor, community leader, and business owner. Advocate for family businesses, succession planning, and using our business resources to make a positive impact on our communities and families.
Meet Daniel Feiman:
Daniel Feiman, MBA, CMC, Managing Director brings over three decades of experience in consulting and training to his clients. Before founding Build It Backwards he has spent more than 18 years in both traditional and non-traditional banking, where he developed his skills in commercial lending. As an internationally recognized speaker and trainer, Mr. Feiman also has developed and presented hundreds of successful seminars, training programs and educational courses to thousands of attendees around the world with topics covering all aspects of strategy, finance, and leadership.
Meet Ailene Dewar:
Ailene Dewar possesses extensive experience in human resources, recruiting, and worker's compensation as well as deep experience in healthcare. Ailene is certified as:
- Associate Professional Human Resources (aPHR) by the Human Resources Certification Institute (HRCI)
- Certified Business Performance Advisor (CBPA) by the University of Houston, Bauer College of Business
- Slavic 401K Certified
Serving as Vice President of Sales, California for Engage empowers Ailene to help businesses to succeed by strategically managing their human capital. At Engage, Ailene helps business owners, CEOs, CFOs, and founders of startups to focus on the creation, development, marketing, and deployment of their product/service instead of devoting precious time to administrative tasks, compliance, and cost containment issues. It's all about empowering you to attract and retain the best talent that helps you to:
- Focus on your core business
- Become an employer of choice
- Reduce administrative cost
- Maintain peace of mind