During this event, hear from Heidi Westfall, Wealth Advisor, as she shares the actionable steps in engaging a business owner / leader to invest in the value acceleration process.
Learning Objectives:
- To build a delivery method that gets ROI
- Engage business owners to take action
- Presenter a disruptor (or two) to an owners thought process
- Add value through visualization in under 5 minutes
About the Presenter:
Hear from industry expert, Heidi Westfall, Wealth Advisor.
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
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 Heidi Westfall:
As a wealth advisor, my greatest joy is empowering people to pursue their life goals through financial well-being. I am committed to adding value to my clients’ daily lives by building comprehensive plans and investment strategies that will define the path to wealth. I want to ensure that my clients make confident financial choices, so that wherever your individual journey takes you, you have a path and the support to new summits.
My clients are people just like you, people who own businesses, financially independent women, people looking to build a legacy, or those looking to live their best life. Whether you are building your financial future or need an advocate to guide you through your financial decisions, it all comes down to asking the right questions. I help you to ask the right questions.
I was raised in a family who knew the values of thinking outside the box, if we didn’t know the answer or have the right part, we were taught to figure it out, create a solution and make it better. As your financial hub, I bring all aspects of your financial life together to work for your benefit. It’s about building the right financial solutions for your life. I am committed to helping you define your wealth and build a plan to pursue financial independence.
My passion for fly fishing, steep chutes and floatplane adventures have taught me about the importance of plotting your path. Whether plotting a flight or picking the right line to ski through the steeps, the same discipline applies to plotting your path when it comes to your finances, and I am your guide towards your goals.
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