The Magic of Thinking Big! This will be a program that will look at the current landscape for the economy, society, and investments and apply that to the environment for business opportunity. Starting with the end and mind and creating "signpost on the highway" to get there, I'll be sharing ways to optimize a financial outcome for business owners. I'll also be sharing the components of the 5P's which are the key characteristics that drive enterprise value.
Learning Objectives:
- Gain a better understanding of the capital markets and drivers of value
- Hear "War Stories" that they can apply to their clients
- Have a systematic and strategic framework to provide insights to business owners
About the Presenter:
Hear from industry expert, Michael Moe, Founder and CEO of GSV. Learn more about Michael below!
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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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 Michael Moe:
Michael Moe is the Founder and CEO of GSV, a growth-focused investment platform. GSV has invested in game-changing businesses such as Facebook, Twitter, Snap, Palantir and Spotify. GSV has several funds focused on the digital learning sector and has invested in Coursera, Chegg, Course Hero, Masterclass, and Guild Education. GSV stands for “Global Silicon Valley,” inspired by the entrepreneurial mindset of Silicon Valley spreading throughout the world.
Michael is also the co-founder of the ASU+GSV Summit, which Forbes called “the Davos of Education.” Additionally, Michael is on the Board of the National Football Foundation and the College Football Hall of Fame, Center for Education Reform, ClassDojo, Bookclub, FatBrain, Hi Solutions, and is an advisor to Arizona State University.
Before GSV, Michael was the Founder and CEO of ThinkEquity Partners, Head of Global Growth Research at Merrill Lynch, and was voted to be on the Institutional All American Research Team and named "Best on the Street" by the Wall Street Journal.
Michael is the author of three books, “Finding the Next Starbucks”, “the Global Silicon Valley Handbook” and his most recent, “The Mission Corporation.”
Michael holds a B.A. in Political Science and Economics from the University of Minnesota and is a CFA (Chartered Financial Analyst). He and his wife Bonnie live in Dallas, Texas where they moved to in 2021 after living in Silicon Valley.
