Economic downturns and uncertainty can be daunting, but they also present
unique opportunities for growth and innovation. This session will equip
business owners and their professional advisors with the tools and strategies
needed to navigate recessions with confidence. By learning from past
economic cycles, leveraging leadership best practices, and implementing both
defensive and offensive business strategies, you’ll leave with a tactical
playbook to strengthen your company’s resilience. Whether you’re looking to
safeguard cash flow, optimize operations, or capitalize on new market
opportunities, this session will provide actionable insights to turn uncertainty
into a competitive advantage.
Learning Objectives:
- Analyze historical recession trends to identify key lessons for
business resilience. - Differentiate between defensive and offensive strategies to maintain
stability and drive growth. - Develop leadership best practices to guide teams effectively during
economic downturns. - Optimize sales and marketing strategies to retain and attract
customers in a recession. - Implement a tactical recession-proofing plan to ensure long-term
business success.
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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Business Owners
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Other Business Professionals
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Business Owners & Their Trusted Advisors
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
For more than a decade, Colin has been helping fellow entrepreneurs reach their goals and celebrate big wins by sharing the lessons he’s learned along the way. Known for his energy, insight, and no-nonsense approach, he’s the kind of leader who rolls up his sleeves and gets to the heart of the problem—then helps owners rise above it.
Colin’s journey began as the owner of a record-breaking trades franchise. From there, he stepped into the franchisor role, leading a division that spanned 65 franchisees and over 350 employees across six states—including Oregon, Washington, Colorado, Montana, and Wyoming.
