The transaction is not the finish line. This session explores what is on the other side of the exit. Most exit planning engagements are built around getting to the closing table: valuation, deal structure, negotiation, financing, due diligence. All that work points to a single moment, the signature. But research from the Exit Planning Institute shows roughly 75% of sellers experience extreme remorse in the first year after exiting, and McKinsey and KPMG both find that most acquisitions fail to deliver the returns the deal promised. The signal from both sides of the table: value built is not value realized.
Learning Objectives:
- Recognize the common post-transaction risks and failures affecting both sellers and buyers
- Distinguish between preparing a business for sale and preparing a business for ownership transition
- Identify the essential components of a structured 90-day post-close plan and the governance cadence needed to support successful execution
- Explain the advisor’s role in supporting successful ownership transitions beyond the transaction close
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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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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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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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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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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Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
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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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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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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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Other Business Professionals
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Business Consultants
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Professional Advisors
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Members of Family Business Boards
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Private Business Owners
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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
Dan Dwyer, CEPA, is the founder of Dwyer Business Consulting, a boutique firm built for ownership transitions in the lower middle market. After over a decade building, scaling, and integrating operations in corporate environments, Dan founded DBC to close the execution gap. DBC works inside client organizations, owns the workstreams, and drives accountability through the first 90 days, when transitions are won or lost. Based in Northeast Ohio, serving clients nationwide.