The presentation "Human-Centric AI for Exit Planning" explores the transformative potential of integrating human performance coaching with advanced AI tools. It emphasizes the importance of placing human needs and experiences at the forefront of exit planning strategies. By leveraging ProjectWE's innovative approach, participants will learn how AI can enhance decision-making while maintaining a strong focus on collaboration, trust, and team dynamics. The session highlights practical applications of AI in exit planning, showcasing how it can empower business leaders to navigate complex transitions with confidence. Attendees will leave with actionable insights on harnessing the synergy between human and AI capabilities to achieve exceptional outcomes in their exit planning processes.
Learning Objectives:
- Learn a variety of applications for Artificial Intelligence that save time and money by producing workflow and process efficiencies unimaginable until today.
- Identify ways that AI can be a catalyst for driving efficiencies in Exit Planning service delivery
- Understand the necessity of keeping us as humans at the helm, and that AI does not replace us but fosters the ability to focus on higher-level initiatives
About the Presenter:
Hear from industry experts, David Matenaer and Erik Gabrielson
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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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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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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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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Members of Family Business Boards
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Private Business Owners
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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
David Matenaer is cofounder of ProjectWE with Erik Gabrielson. He blends human creativity with AI tools to deliver innovative solutions and fresh ideas. By understanding both human needs and AI capabilities, he creates work that combines the best of both worlds - pushing boundaries while keeping the human touch. He is also the founder of MojoSolo, a digital mix of creative directors, strategists, writers, art directors, designers, developers, videographers, editors, storytellers, and iconoclasts, all sharing the same brain when it comes to creating engaging, memorable, and kick-ass* results for the Fortune 500 and non-profits of all shapes and sizes.
Erik Gabrielson is a dynamic co-founder of ProjectWE and a co-author of “Our Fear Never Sleeps.” With over 25 years of experience in coaching individuals, families, teams, and advisors globally, Erik leads ProjectWe’s performance learning team, focusing on collaboration, trust, and team, creating high performance cultures. His diverse background spans finance, real estate, and global supply logistics, allowing him to design relevant learning experiences that directly apply to business initiatives.
Erik is at the forefront of blending human performance coaching with AI innovation at ProjectWE, transforming the landscape of human potential. Based in Park City, UT, Erik enjoys outdoor adventures with his family, including their son and Labrador, as he continues to inspire others to achieve extraordinary outcomes.