The session highlights how Certified Exit Planning Advisors (CEPAs) can partner with REAG to guide business owners through these growth initiatives, leveraging REAG's expertise in buy-side advisory services, market intelligence, and strategic planning.
We'll discuss how choosing growth aligns with ongoing exit planning, emphasizing that building a more valuable business creates expanded options for an eventual exit.
The session also covers REAG's role in supporting growth through acquisition, including their approach to strategic assessment, sourcing proprietary deal flow, market intelligence and risk mitigation. Attendees will learn how the Growth path leads to increased business value, personal fulfillment, and long-term success.
Learning Objectives:
- Understand the Growth option at the Decide Gate and its potential for value creation beyond immediate exit strategies
- Identify and evaluate four key growth strategies: hiring talent, equipment investment, market expansion, and acquisitions
- Explore how CEPAs can leverage REAG's expertise to guide clients through growth initiatives and buy-side acquisitions
- Learn how choosing growth aligns with ongoing exit planning and can lead to more valuable exit options in the future
- Gain insights into REAG's comprehensive approach to supporting growth through acquisition, from strategic assessment to integration planning
Event Details
Who Should Attend?
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Business Owners & Their Trusted Advisors
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Business Owners
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Other Business Professionals
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Business Consultants
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Professional Advisors
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Members of Family Business Boards
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Private Business Owners
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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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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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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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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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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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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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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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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.
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
Jaclyn Ring has over 10 years of mergers and acquisitions experience and is responsible for the execution of buy-side and sell-side transactions at REAG. She is an active member of the M&A Source, earning the prestigious CM&AP designation and the M&AMI. In 2023, Ring was elected to the M&A Source Board of Governors and serves as the sponsorship chair. She is a member of the Pittsburgh Chapter of the Association for Corporate Growth, active participant in the ACG Women’s Network and the recipient of the 2024 ACG Pittsburgh Women in Transaction Award.