In the U.S., we are entering a demographic phase that's been coined the "Silver Tsunami," representing the great wave of baby boomer business owner retirements.
However, from your small business client's perspective, selling their business may be very difficult, due to disinterested family members or not generating large enough revenue to attract a private equity buyer. As a small business advisor, exit planner or service provider, becoming more knowledgeable about employee ownership as a viable exit and succession planning strategy is a useful tool to add to your service portfolio.
We hope that this webinar will inspire and activate exit planners, business advisors, and service providers to build demand for employee ownership, while simultaneously increasing the supply of CEPAs and other exit professionals who can execute one or more pieces of the employee ownership service needs.
Learning Objectives:
- Identify employee ownership types, features, benefits, advantages, and limitations.
- Determine and recommend appropriate employee ownership options to clients when fit with a client's needs.
- Analyze and engage additional employee ownership advisor partners when missing technical expertise.
Thank you to our Sponsors
Event Details
Who Should Attend?
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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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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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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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Professional 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
Meet Stacey Smith:
Stacey has spent most of her career helping businesses examine their impact and aligning it with their values. She started as a CPA with Arthur Andersen, then moved into strategy and organizational development. Seeking to devote her financial expertise to social and environmental issues, she was an early mover in the field of sustainability and corporate responsibility in the U.S.
At Project Equity, she is helping grow our team of professionals to accelerate the adoption of employee ownership as a key to building wealth and high-quality careers in communities.
In addition to having been a licensed CPA, Stacey has a degree in Business Administration from the University of Vermont and has done coursework in International Business Studies at the University of Copenhagen.