NAVIGATING THE PREPARE GATE WITH YOUR CLIENT: LEVERAGING OUTSOURCED SOLUTIONS TO DRIVE VALUE IN YOUR BUSINESS
During the Prepare Gate, business owners and advisors work to strengthen the business’s values and mitigate risks by making strategic improvements. Business owners often lack the bandwidth or expertise in-house to identify and execute meaningful business value improvements. This session will explore how business owners navigating the Prepare Gate stage can leverage the help of fractional and outsourced resources, specifically in the accounting and finance function. In this session, we will lean on two real life case studies of Company A (who ultimately decided to keep and grow) and Company B (who exited) and how they successfully partnered with outsourced resources to identify, prioritize, and implement strategic changes in the business to drive value.
Learning Objectives:
- When do you pull in outside resources?
- What role can an outsourced/fractional partner play?
- How do you vet potential partners and structure a productive relationship?
- What defines success in an outsourced/fractional partnership?
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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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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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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Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with 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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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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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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Private Business Owners
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Members of Family Business Boards
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Professional Advisors
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Business Consultants
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Other Business Professionals
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 Certified Exit Planning Advisor (CEPA), Judy Brown is equipped with the training, skills, and tools needed to strengthen her relationship with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA help you effectively transition your business, but will also advise you on personal and personal financial matters.
Leading the Accounting Solutions practice at SC&H, Pam Chelden, provides outsourced controller and CFO-level services to emerging growth and mid-market organizations, helping her clients with strategic planning, fundraising, preparing for sale, and more. A former CFO with more than 20 years of accounting experience, she adopts a personalized, tailor approach to help business owners achieve their short-and long-term goals, ensuring clients get the most out of their exit strategy.