HOW TO TURN A BUSINESS INSURANCE EXPENSE INTO A TAX EFFICIENT PROFIT CENTER FOR A BUSINESS OWNER AND AN ADVISOR
How would you like to participate in a strategy that rewards your company’s effective risk management, identify and fund catastrophic risk, and qualify for a tax efficient expense in doing so? The team at Madison Insurance Group will show you how to fund future losses while allowing investors to participate in the insurance profits that would otherwise be lost to Big Insurance.
Learning Objectives:
- Learn about enterprise risk management and uncover hidden risks that business owners never knew they could insure
- Learn about the Madison Insurance Group structure, and how you can profit off your own good risk management
- Learn how to create a tax efficient strategy as a client, and how to create AUM as an advisor
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
Mark Sims serves as President of Madison Insurance Group, bringing over 30 years of expertise in enterprise risk management and insurance consulting. In this role, Mark specializes in helping businesses mitigate catastrophic risks and structure employee benefit programs by transforming insurance premiums into financial assets through Private Insurance Linked Securities. Since joining Madison Insurance Group in 2000, Mark has collaborated closely with CPAs, investment advisors, tax attorneys, estate planning firms, family offices, and other trusted professionals. He is known for designing highly customized risk management strategies tailored to the needs of high-net-worth individuals and business owners across a wide range of industries. A dynamic and sought-after speaker, Mark is frequently invited to present to professional organizations and industry associations nationwide. His presentations focus on the strategic use of Private Insurance for risk management, asset protection, wealth preservation, and business exit planning. Mark is certified by the National Association of State Boards of Accountancy (NASBA) as a National Registry CPE Sponsor, delivering continuing professional education on Enterprise Risk Management and Insurance. He regularly leads industry-specific webinars and live sessions for advisor groups and CPAs interested in exploring the Private Insurance landscape and the advantages of the Puerto Rico domicile.