In this session, we’ll show how to uncover what traditional valuation assessments can miss by examining five critical areas of the business: culture, customers, product, financial model, and value.
Rather than spending months diagnosing the business, a focused assessment can surface the most important issues in less than 15 days—creating a clearer picture of what may be holding back both performance and enterprise value.
We’ll also explore how AI-assisted analysis, combined with experienced human judgment, is dramatically shortening the time required to uncover these issues—from months to weeks.
For exit planning professionals, the result is a faster way to help owners see what needs to change before the buyer does. Attendees will leave with a practical five-room framework for spotting hidden value drags in client businesses, and the language to open that conversation with owners long before a transaction is on the table.
Learning Objectives:
- Identify hidden risks that can reduce company value
- Connect operational and market issues directly to revenue, profitability, and valuation
- Prioritize actions that can begin within 30 days
- Help owners strengthen the business well before a transaction begins
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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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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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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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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Private Business Owners
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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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Business Owners & Their Trusted Advisors
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Business Owners
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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
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
Patrick Howell, Co-Founder and CPO, builds and scales product and go-to-market for the same kinds of companies, and has spent his career creating and /or translating vision into operating reality working with startups to larger organizations such as HP, Apple, Qualcomm, Western Digital, NASA, and JPL.
Morgan Ervin, Co-Founder and CCO, helps owner-led companies find the value their reports can't see. Across 30+ years and $34B+ in documented enterprise value, his diagnostic-first Envisioning work has powered landmark transformations for Apple, Hedera, PublicSquare, Aya Healthcare, and the City of Vancouver with the International Olympic Committee. His fifth book, The Genius You Already Own, shows owners how to recover it.