Are you a CEPA® -designated advisor seeking to deepen your impact with business owner clients? Join us for a transformative immersion training designed to elevate your advisory practice.
Led by Casey Clark, CEO of Cultivate Advisors:
With firsthand experience as a founder who successfully exited his first business, Casey brings invaluable insights into what business owners seek in their advisors.
Have you ever wondered:
- Why do owners ghost you?
- Why do owners fail to engage in holistic planning?
- Why are owners firing you after the exit?
Casey pulls back the curtain on how owners think and what you need to be prepared to do and say to avoid these traps.
Under his leadership, Cultivate Advisors has guided thousands of entrepreneurs, earning a spot on the Inc. 5000 list for six consecutive years.
He's going to share the tools, playbooks, and frameworks Cultivate has used to engage 3,000+ business owners over the past decade - all customized for CEPA wealth management professionals.
Why Attend:
This isn't theoretical training. You'll gain access to the exact playbooks and tools that have been instrumental in engaging business owners in the Value Acceleration Methodology™ . Tailored specifically for CEPA wealth management professionals, this session will empower you to:
- Enhance your advisory approach with actionable strategies.
- Build deeper, more meaningful client relationships.
- Ensure your role remains pivotal throughout the business owner's journey, from growth to exit and beyond.
You'll Learn How To:
✅ Position yourself as the trusted financial advisor business owners need.
✅ Build a Business Owner System that differentiates you in a crowded market.
✅ Understand the business owner mindset to forge lasting client relationships.
✅ Implement simple, proven Value Acceleration owner engagement strategies
✅ Master Enterprise Value talk tracks that open new client opportunities.
✅ Break down a business to uncover growth and advisory opportunities.
✅ Implement a repeatable, scalable process specifically designed for business owners.
Key Takeaways:
- Overcome Owner Resistance: Learn strategies to initiate meaningful conversations that resonate with business owners' goals and challenges.
- Establish Peer-Level Trust: Position yourself not just as an advisor, but as a strategic partner integral to their business and personal success.
- Drive Early and Sustained Engagement: Implement proven frameworks to engage & maintain long-term client relationships, ensuring you're part of the journey well before and after the exit event.
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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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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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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Professional 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
Casey Clark has only been an entrepreneur; from paper routes as a kid to scaling a home service franchise to 600+ employees. Now, the co-founder and CEO of Cultivate Advisors, one of the largest business growth and value advising firms in North America. Casey was recently awarded ‘Best Entrepreneur’ by Titan Business Awards. Additionally, his team of 150+ has landed on the Inc 5000 list of fastest growing companies seven years in a row by helping thousands of businesses reach their growth, scale and exit objectives.