In this session, we'll delve into assisting business owner clients with exit planning by examining a real-life case study. Through the lens of this practical example, we'll gain valuable insights into the complexities and challenges of the exit planning process. By dissecting the real-life scenario, we'll explore strategies and tactics that can be applied to various exit situations. This hands-on approach will provide concrete lessons and actionable takeaways for effectively guiding clients through their own exit journeys. Ultimately, our aim is to enhance our proficiency in supporting business owners in achieving successful exits.
Learning Objectives:
- Analyze the real-life case study to identify the specific roles and contributions of each member within the Exit Planning Team.
- Explore best practices and effective strategies demonstrated in the case study to support business owner clients in exit planning.
- Evaluate the collaboration and synergy among different professionals within the Exit Planning Team to achieve successful outcomes for business owners.
About the Presenter:
Hear from industry expert Marcus Johnson.
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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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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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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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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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
My purpose is to have a positive impact on those I serve. I believe, more than anything, that successful families deserve to be understood and heard and have someone partner with them, and advocate for them, to achieve their purpose.
We help very successful business owners, executives and their families make smart decisions with their money.
For nearly 15 years, I was asked to serve as a regional leader to oversee 50-plus Edward Jones branch teams. I was named general partner in 2012 to help shape the direction of Edward Jones. In 2022-2024, I was named to the Forbes Best-In State Wealth Advisors list*.
Our team, paired with advanced technology and in collaboration with a team of experts, uses an established process to help address our clients' key concerns: wealth preservation, wealth enhancement through tax mitigation and cash flow planning, effective wealth transfer, wealth protection against lawsuits, divorce, catastrophic loss and maximizing charitable impact.
How we align your wealth with your purpose:
1. A discovery meeting to deeply understand your goals and values.
2. An investment strategy and mutual commitment meeting where I offer recommendations on aligning your investments to your goals and address any questions.
3. Soon after, you will meet our team to ensure everything is in good order.
From that point on, we will meet to have regular collaborative meetings to review progress and the implementation of any other advanced strategies.
I grew up in Utah, and my parents have been my role models. My father was a first-generation college grad. With hard work and love, they were able to successfully raise seven children, one
of which is severely disabled. Their example motivates me to serve at a higher level. I have been married for 26 years to an amazing wife, Susie, and we are the proud parents to four children –
Emma, Elizabeth, Paige and Ben. In my spare time, you'll find me chasing my family at a Disney Park.
My business partner of over 20 years,
Mary, dedicates her time to providing top level service to our clients. She has two children. She loves to cook, travel and do anything outdoors with friends
and family.
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*2022-2024 Forbes Best-in-State Wealth Advisors in Utah, awarded 1st quarter each year, research by SHOOK Research, LLC, data as of June of prior year.
Compensation provided for using, not obtaining the rating.
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