Ben Utecht - Do you believe culture can transform your organization?
Ben has always chased his dreams, finding his way from the river town of Hastings Minnesota to a Super Bowl championship field. He has established himself as a prominent corporate speaker and coach in the areas of organizational Culture and Leadership development. Ben is a high performing Chief Culture Officer and Chief Growth Officer currently working with Behavioral Essentials, True North Equity, and Conquer Ninja Gyms.
Learning Objectives:
- Ben Utecht brings you inside the NFL Huddle to discover the steps to practicing championship listening.
- Experience the daily schedule of a Super Bowl contender and discover the keys of practicing championship learning.
- Listen in on the most intricate offense and audible system in NFL history to discover the facets of practicing championship language.
- Join the team and discover how practicing a championship culture of value and respect can propel you to new heights of success.
About the Presenter:
Hear from industry expert Ben Utecht.
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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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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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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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 Ben Utecht:
Ben Utecht has found success in many realms, sitting on the prestigious board of the American Brain Foundation, authoring Counting the Days While My Mind Slips Away with Simon and Schuster, creating the music group REBORN with South African Multi-Platinum Artist Andre Venter and Canadian Grammy Nominated Artist Mark Masri, and becoming a Dove nominated professional singer. He has performed with some of the world's best orchestras and conductors; such as the Cincinnati Pops under Maestro Erich Kunzel, and the New York Pops Maestro Steven Reineke. Ben has also shared the stage with Grammy-Winner Sandi Patty, performed for mega-producer and hit songwriter David Foster, and has toured many times with adult contemporary star pianist Jim Brickman. However, without question, Ben would tell you his greatest accomplishment is being a husband to his beautiful wife and a father to their four daughters.
Football Teams: Cincinnati Bengals 2008-2009; Indianapolis Colts 2004-2007; University of Minnesota