LEGAL CONSIDERATIONS FOR EXITING YOUR BUSINESS, AND THE CURRENT STATE OF THE M&A MARKET
In this session, you will explore a hands-on case study centered around advising Tom and Mary on their growth strategy. Your task is to approach the scenario as a trusted advisor, providing insights on how the Company can navigate its goal of doubling sales while maintaining financial stability. You will collaborate with peers to develop a compelling conversation strategy, address potential concerns, and propose actionable growth plans. By engaging in this interactive case study, you will enhance your advisory skills and learn how to facilitate strategic growth discussions with business owners.
Learning Objectives:
- Shifting Paradigms: The Days of Handing the Business Down to the Next Generation Are Gone (to a Point).
- Prepare to Sell From the Beginning of the Business’ Life
- Stock Sale vs. Asset Sale: Pros and Cons
- What to Do With the Real Estate
- Post-Sale Considerations and the Interaction Between the Sale of the Business and Your Estate Plan
- Corporate Transparency Act (“CTA”) Considerations
About the Presenter:
Hear from industry expert, Jeffrey O'Brien
Thank you to our Sponsors
Event Location
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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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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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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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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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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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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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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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
A corporate and transactional attorney who thinks holistically about clients’ businesses, Jeffrey often serves clients for decades.
Jeffrey began his legal career at a firm that focused on both real estate and traditional corporate transactions, and he quickly discovered that he thrived on closing deals. Almost a quarter century later, he still finds it exciting and rewarding to get a client’s deal across the finish line, and he loves seeing the business growth that results—especially when it’s tangible real property that can be visited in real life.
Primarily a business attorney with a focus on corporate transactions, Jeffrey regularly oversees mergers, acquisitions, joint ventures, and private securities offerings. He also frequently handles ancillary real estate deals, including commercial leasing, land acquisition, loan documentation, purchase and sale of residential and commercial property, and resolution of title matters. While Jeffrey supports clients in a variety of industries, he has built a strong niche practice in the hospitality realm, often representing restaurants, bars, and breweries. After cannabis was partially legalized in Minnesota in 2023, he began representing businesses in the burgeoning industrial hemp and cannabis industries as well and has become a leading attorney in the Minnesota cannabis world.
Jeffrey works with clients who have branches, offices, and restaurants across the country, and he joined Husch Blackwell in 2024 to ensure nationwide coverage for the organizations he represents. He handles deals with values in the low millions up to hundreds of millions—but he treats every deal like a major deal, because he knows no transaction is small or insignificant to the client. Jeffrey is known for going beyond an individual transaction and thinking holistically about the client’s business and its future: he structures deals and gives advice with an eye to the organization’s long-term goals, often all the way to an eventual exit strategy. His ability to serve as a business partner draws clients back again and again, and Jeffrey has served many of the same clients for nearly 20 years.