SPECIAL EDITION: IT'S A JOURNEY: DEFINING YOUR ROLE ON THE CEPA TEAM WITH EXIT PLANNER OF THE YEAR AMY WIRTZ
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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
Amy Wirtz is a senior consultant with The Family Business Consulting Group who is passionate about helping families develop and define their purpose. She works closely with families to identify their goals around values, ownership, and financial wealth. To support these goals, Amy helps families establish family offices, family councils, and enterprise governance systems.
“My family has a tradition of family learning which I bring to the work I do with family business owners,” shares Amy. “I assist them in creating updated or new documents and structures that will make their lives easier, and professional teams that focus on their collective goals. I make hard concepts easy for our families to understand.”
Amy believes her role as an advisor is to educate families and business leaders on options and support systems that are available to assist in their continued growth and aligned vision. It is the families’ role to align and select which options best fit their needs. Once the family is aligned on their decision, Amy assists the family, owners, and leadership team in developing their implementation plan and ensures it stays on target.
Amy brings a diverse range of education and experience to family enterprises including a bachelor’s degree in secondary education and a law degree. She served as a lawyer for 27 years, with the last 10 years practicing collaborative law. In addition, Amy is a trained mediator and skilled facilitator in conflict resolution, communication, and listening skills.
Utilizing her expertise, Amy helps families identify their unique interests, goals, and plans for transfers of values, wealth, ownership, and leadership of their various family and business systems.
She serves on multiple family business advisory boards located in Ohio. She frequently teaches and speaks at business forums, including YPO, YPO Family Office, Private Company Governance Conference, and The Exit Planning Institute.
