Join us for an enriching exploration into the intricacies of the Value Acceleration Methodology (VAM) in our upcoming chapter meeting. Delve deep into the core principles and practical applications of VAM as we uncover strategies to maximize business value and drive sustainable growth.
Our expert panel, comprising industry leaders and seasoned practitioners, will guide us through an insightful discussion on the nuances of VAM and share invaluable insights gleaned from their wealth of experience. Gain firsthand knowledge from those at the forefront of the field, as they illuminate key concepts, best practices, and real-world case studies.
Through interactive dialogue and engaging discourse, attendees will have the opportunity to deepen their understanding of VAM and explore its transformative potential for businesses across diverse industries. Whether you're a seasoned professional or new to the realm of exit planning, this meeting promises to inspire, enlighten, and empower you to unlock new avenues for value creation.
Don't miss this unique opportunity to join fellow enthusiasts and industry experts for a riveting exploration of the Value Acceleration Methodology. Together, let's chart a course towards enhanced value, sustained success, and unparalleled excellence in the realm of exit planning and beyond.
Learning Objectives:
- Business types and challenges
- In-depth definition of exit planning and its concepts
- What makes a business ready to transition
- How business value is determined
- Executing an exit strategy
Presenters:
Hear from industry experts, Kurt Rauzi and Shelley Lightfoot.
Thank you to our Sponsors
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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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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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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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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
Meet Kurt Rauzi, CEPA, ChFC:
Kurt Rauzi is founder and Managing Director of Dedicated Capital Advisors, a San Francisco based registered investment advisory firm that specializes in legacy, philanthropic, and business planning for business owners and affluent families across the US. Kurt holds a Chartered Financial Consultant and Certified Exit Planner Designations. Kurt’s planning model, The Simple Truth™, helps families clarify their most important goals and objectives. He also enjoys helping business owners and affluent families minimize tax on the sale of their business, appreciated assets and estate plans in addition to maximizing their return and minimizing risk in their investment portfolios. He has shared his ideas and expertise with many organizations, including the Association for Corporate Growth, Equitable University, the St. Helena Hospital Foundation, and the Milken Institute. He is active in his profession and community, having served as President of the San Francisco Society of Financial Service Professionals, a member of the Center for Tax Strategies & Resources, Exit Planning Institute and San Francisco Estate Planning Council. Kurt has also served on the Board of Directors for the YMCA of San Joaquin County, the Salesian Boys and Girls Club. He is a board member of the Habitat Stewardship Foundation, member of The Olympic Club, The San Francisco Italian Athletic Club, and Wilderness Unlimited. Kurt and his wife Tanya enjoyed splitting their time between San Francisco and Costa Rica and are currently living in Marin. They are blessed with four children, Dominic, Zackary, William and Marissa.
Meet Shelley Lightfoot, CEPA:
Shelley Lightfoot is a life-long financial and legal services professional, providing a unique combination of experience, passion, and creativity for her objective of helping wealth advisors attract and engage clients through collaborative efforts with other advisors.
Through 4 unique brands and with their partners, 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.
The Laureate Center for Wealth Advisors provides advanced training and support for wealth advisors, such as: Attorney’s, Accountants, Fiduciaries, Bankers, Financial Advisors, Insurance Professionals, and other wealth advisors. Learn how to attract, engage, and work with your perfect client and their trusted advisors.
Strazzeri Mancini LLP helps affluent families get to the heart of highly relevant matters and resolve messes in the areas of integrated tax and estate planning, business succession, and family governance counseling.
The Founders Group leads business owners through all phases of transition where increased clarity, net cash flow, and market value expands and solidifies choices for business transition: if, when, how, how much, and to whom.
