This presentation introduces the audience to CBRE's National Commercial Real Estate Advisors, and its industry-leading services, that would help business owners maximize their wealth through commercial real estate.
Learning Objectives:
- Familiarize the audience with CBRE and its services.
- Introduce the audience on the role of real estate (and its value) in a business transaction.
- Educate the audience on real estate ownership.
- Inform the audience on real estate fundamentals and valuation.
- Guide the audience through a 1031 Exchange.
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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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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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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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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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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 Gary Stache:
Gary P. Stache is Vice Chairman with CBRE Capital Markets, Investment Properties, based in Newport Beach, California. Gary is the recipient of the prestigious CBRE Lifetime Achievement Award, which recognizes him as an “outstanding professional whose material contributions to the company, the real estate industry and their community over their long career have made them a ‘true legend.’"
Gary has been specializing in investment sales with CBRE for over 40 years. He co-heads the Investment Properties – California/Arizona/Nevada/Oregon/Colorado team, which is a 34-person team plus a 5-person financial underwriting team. The Buyer Advisory Services portion of the team represents 1031 Exchange buyers in locating upleg exchange properties, whether it be office, medical office, retail, apartments or industrial, anywhere throughout the country.
Gary is a 40-time Top 10 producer in the Newport Beach office, which is one of the premier offices of CBRE nationally. He is widely recognized as a leading investment properties expert. His expertise is in understanding the capital markets, creating value in an investment transaction, knowing and accessing investors and developing marketing strategies for commercial investment properties.
Gary has represented numerous institutional and private investors in acquisitions as well as with the disposition of their assets. In the last 3 years, the team has been involved in the sale of over 336 investment transactions valued at more than $5.1 Billion. The Team has ranked in the top 5 nationally out of 92 Investment Properties teams every year for the last 14 years.
Gary and his team bring a broad base of marketing and investment expertise to an engagement. They are recognized as leaders in structuring complex sale and sale-leaseback transactions, in addition to handling the sale of notes and structured equity transactions.
Prior to joining CBRE in 1979, Gary spent 3.5 years at IBM. He began his career at IBM as a Marketing Representative and ultimately obtained a management position. During his career at IBM, he was a recipient of numerous regional and national awards.
