Successful Families and Business Owners often pressure their advisors to get straight to the solution for whatever their ow-ee is. This urgency mindset tends to cause us, as the trusted advisor, to feel like we need to jump to asset-centric strategies, products, and/or transactions. Starting with urgency is a band aid: apply, rip, repeat; or even worse, forget to take it off – causing the need to redo the work in the future. It’s likely the outcome will be less than they hoped for, and the family may not understand why. Join Joe and Shelley to find out how planning for efficacy, based on verified data and a genuine understanding of the relational motives, will be your differentiator to attracting and engaging HNW clients. Learn what it takes to build a lasting outcome for your clients as well as maximize future deployment of their material assets.
Learning Objectives:
As a result of participating in the session, attendees will be able to:
- Learn why The Invisible Guest of Motive can cause a family or an advisor to push for Urgency over Efficacy – and how to avoid it.
- Determine whether you are chasing a case or building a business – one with future enterprise value.
- Re-energize your practice by gaining the language and tools to slow down at the onset in order to transform your client’s outcomes.
About the Presenter:
Hear from industry experts Shelley Lightfoot and Joe Strazzeri.
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
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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
Joe Strazzeri is a Counselor and Attorney for Successful Families and Business Owners. Educator for Wealth Advisors. Speaker and Author. As a former general contractor, land developer, and business owner, Joe combines these skills along with more than 25 years of experience as an attorney to counsel families and business owners. Through 3 unique brands, Joe and Shelley educate wealth advisors, assist business owners to find “what’s next,” counsel families towards alignment, as well as protect families and their assets. The Southern California Institute is a Thought Leader Community providing resources, education, and advice via collaborative think tanks, events, programs, online content, and introductions. Strazzeri Mancini helps affluent families and business owners get to the heart of highly relevant matters and resolve messes in the areas of integrated tax, estate, asset protection, and business continuity planning as well as mediation, facilitation, and family synergy counseling. The Founders Group helps successful business owners in conflict who desire a resolution, and a path forward.
Shelley Lightfoot is a life-long financial and legal services professional with a unique combination of experience, passion, and creativity – which all lead to her objective of helping wealth advisors provide comprehensive solutions for success families and business owners with a focus on transition planning. Since early 2009, Shelley has enjoyed her role as the Chief Operations Officer and Partner with the Care to Know Family of Resources. Through 3 unique brands, Joe and Shelley educate wealth advisors, assist business owners to find “what’s next,” counsel families towards alignment, as well as protect families and their assets. The Southern California Institute is a Thought Leader Community providing resources, education, and advice via collaborative think tanks, events, programs, online content, and introductions. Strazzeri Mancini helps affluent families and business owners get to the heart of highly relevant matters and resolve messes in the areas of integrated tax, estate, asset protection, and business continuity planning as well as mediation, facilitation, and family synergy counseling. The Founders Group helps successful business owners in conflict who desire a resolution, and a path forward.