Every business owner has a unique real estate scenario that is like a snowflake…no two are truly identical. Regardless of the scenario, five common pathways or themes, exist to provide value to the business owner. This webinar offers valuable thought leadership in the exit planning community, focusing on commercial real estate’s (CRE) influence on enterprise value and the integration of exit planning principles into commercial real estate. CRE assets, either owned or leased, are an often overlooked and underutilized lever for value creation. For financial advisors, business brokers, CEPAs or RIAs - these are the five common pathways to improving a business owners real estate scenario.
Learning Objectives:
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Continuation of the thought leadership provided in the “Top 10 Questions to Ask Business Owners about Commercial Real Estate
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Recognize the five common pathways to improving the real estate scenario of a business.
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Maximize the support and benefits the CRE, either leased or owned, provides to the operating business.
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Identify opportunities to close the wealth gap by maximizing the value of the CRE.
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
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Business Owners
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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
About Commercial Real Estate Strategic Advisory
The firm provides consultation and training services for business owners and their advisory teams. It will specialize in maximizing the relationship between an operating business and the real estate a business occupies. Our goal is to become a part of a business owners’ advisory team and to positively impact the attractiveness, readiness, and transactional flexibility of a business. If the business is in growth mode, maintenance/stable, or considering an exit, the advisory team effort will maximize the support and benefits the business receives from the commercial real estate on which it operates. If the business owner also owns the real estate, we will recognize the ownership of the commercial real estate as a distinct asset separate from the business. The real estate asset can be valued, maximized, and utilized as a major component of an owner’s net worth.
Commercial Real Estate Strategic Advisory is not brokerage...it is business planning that applies to every step of the business journey.
As one of a handful of CEPA®'s who work in commercial real estate, our firm understands the methods of principles of value acceleration and exit strategy development which can be applied to both business and commercial real estate. Our clients are business owners, financial/wealth advisors, M&A advisors, CPA’s, business coaches and similar members of business advisory teams.