Building a collaborative team where everyone wins can be more difficult than you think, especially if you are new to exit planning. Joe Strazzeri has many years of collaboration experience and is going to share his best practices and secrets of success with you in how he has not only built her team over the years, but how his team has helped him build his practice. You’ll leave this session with actionable steps to build your own collaborative dream team for the benefit of everyone involved.
Learning Objectives:
- Learn best practices in choosing right-fit team members to work with
- Learn how to build a strong network for the benefit of your client and you
- Identify situations where specialized advisors are necessary
- Learn how to establish a collaboration process by working case studies of real client situations
- Learn best practices in giving and receiving great referrals
Event Details
Who Should Attend?
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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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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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Professional Advisors
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Business Consultants
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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
As a former general contractor, land developer, and business owner, Joe combines these skills along with more than 25 years of experience as an attorney to counsel families and business owners.
Through 3 unique brands and with his partners, Joe educates wealth advisors, assists business owners to find “what’s next,” counsels families towards alignment, as well as protects families and their assets.
The Southern California Institute is a Thought Leader Community providing resources, education, and advice via collaborative think tanks, events, programs, online content, and introductions.
Strazzeri Mancini LLP helps affluent families get to the heart of highly relevant matters and resolve messes in the areas of integrated tax and estate planning, business succession, and family governance counseling.
The Founders Group leads business owners through all phases of transition where increased clarity, net cash flow, and market value expands and solidifies choices for business transition: if, when, how, how much, and to whom.
