LEVERAGING BUSINESS HISTORY AND INDUSTRY DATA TO ELEVATE EXIT PLANNING GUIDANCE FOR WEALTH MANAGERS
In the complex and often emotional landscape of exit planning, wealth managers play a vital role in guiding clients towards a successful transition. To provide the most effective and comprehensive guidance, it is essential for wealth managers to possess a deep understanding of not only their client's business history but also the broader industry trends and dynamics. This webinar will explore how the powerful combination of business history and industry data can revolutionize the exit planning process, enabling wealth managers to deliver unparalleled value to their clients.
Exit planning is a multifaceted endeavor that requires careful consideration of a wide range of factors. By delving into a client's business history, wealth managers gain invaluable insights into the unique journey of the business, including its growth trajectory, key milestones, and the personal aspirations of the business owner. However, to truly elevate the exit planning process, it is crucial to contextualize this business history within the larger industry landscape.
During this webinar, we will examine the critical role that industry data plays in the exit planning process. We will explore how wealth managers can leverage industry trends, market dynamics, and competitive analysis to gain a more comprehensive understanding of the opportunities and challenges that their clients may face during the exit process. By analyzing industry data, wealth managers can identify potential buyers, assess market demand, and develop exit strategies that maximize value for their clients.
Moreover, this webinar will highlight the importance of staying attuned to the latest industry developments and disruptions. We will discuss how emerging technologies, regulatory changes, and shifting consumer behaviors can impact the exit planning process. By incorporating these industry insights into the exit planning equation, wealth managers can help their clients navigate the complexities of the current business landscape and position themselves for success.
Throughout the webinar, we will present practical frameworks and case studies that demonstrate how the integration of business history and industry data has led to successful exits. We will showcase examples of how wealth managers have leveraged this powerful combination to identify strategic buyers, negotiate favorable terms, and ensure a smooth transition for their clients.
Attendees will also have the opportunity to engage in interactive discussions and Q&A sessions, allowing them to share their own experiences and challenges related to incorporating business history and industry data into exit planning. This collaborative environment will facilitate the exchange of best practices and insights, enabling wealth managers to refine their approach and deliver exceptional value to their clients.
By the end of this webinar, participants will have a deepened appreciation for the transformative impact that the combination of business history and industry data can have on the exit planning process. They will be equipped with practical strategies and tools to effectively harness this knowledge, allowing them to provide more comprehensive and tailored guidance to their clients.
Whether you are a seasoned wealth manager looking to enhance your exit planning expertise or a newcomer seeking to differentiate yourself in this critical area, this webinar is an essential resource. Join us as we explore the power of leveraging business history and industry data in exit planning and discover how it can elevate your ability to guide clients through this significant transition.
Don't miss this opportunity to sharpen your exit planning skills, stay ahead of industry trends, and gain a competitive edge in the wealth management industry. Register now for this illuminating webinar and unlock the potential of business history and industry data in your client's exit planning journey.
Learning Objectives:
- Understand the significance of leveraging business history and industry data in the exit planning process for wealth managers.
- Identify key elements of a client's business history that provide valuable insights for developing effective exit strategies.
- Learn how to analyze and interpret industry trends, market dynamics, and competitive landscapes to enhance exit planning guidance.
- Discover practical frameworks and tools for integrating business history and industry data into the exit planning process.
- Gain insights from real-world case studies and success stories that demonstrate the impact of leveraging business history and industry data in exit planning.
Event Details
Who Should Attend?
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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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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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Business Consultants
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Professional Advisors
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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.
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
Vincent Mastrovito, CEPA, CBEC
Founder & President, Prometis Partner
Vincent is the founder and president of Prometis Partners, and he began his career in 1989 providing wealth management services to businesses and individuals. After two decades with Lincoln Financial Group, Vincent decided to become an independent advisor, after 25 years in the business Vincent successfully sold his practice to pursue his passion in working closely with business owners on exit planning strategies and founded Prometis Partners to pursue his desire to help business owners accomplish their exit planning goals.
Vincent has successfully completed advanced education through the Exit Planning Institute, Value Builder program, Pinnacle Equity Solutions, ant the Business Enterprise Institute – all of which focus their education and training on how to best help business owners successfully transition out of their business.
Vincent has successfully transferred or positioned many businesses for their transition to the next generation or sale.
Vincent is a national speaker on exit planning. He also conducts business owner roundtables to discuss the issues that they face, and how to best approach their situation. Vincent also conducts monthly podcasts and maintains a blog on his website.
Vincent is a Certified Business Exit Consultant (CBEC®), Certified Exit Planning Advisor (CEPA®) and a Certified Value Growth Advisor (CVGA®). These designations reflect a strong commitment and educational background to deliver optimal solutions to business owners. Vincent provides his clients with the written goals for the succession of a business’ ownership and control. His process is derived from a well thought out and properly executed plan that considers all factors, all interested parties, and the personal goals of the owners in a manner and a time period that is accommodative to the business, its shareholders, and potential buyers. He is a member of the Business Enterprise Institute Inc. (BEI), which provides comprehensive practice development tools, education and ongoing support networks to business owner advisors. He is a member and Preferred Associate of the Michigan Manufacturing Association, as well as a member of Central Michigan Manufacturing Association and Great Lakes Bay Manufacturing Association.