The 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 top 10 questions to ask your clients about their CRE assets.
Learning Objectives:
- Maximize: Maximize the support and benefits the CRE, either owned or leased, provides to the operating business.
- Recognize: Recognize and treat the ownership of CRE as a business, and not as an asset or a line on the operating financials.
- Apply: Apply the same methodology and analytical rigor to the CRE business as applied to the operating business
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
Jason is a results-oriented real professional with a proven track record across commercial real estate, corporate exit strategy, structured finance, reinsurance, and civil engineering. With more than two decades of multidisciplinary experience, Jason is known for building trusted partnerships, developing high-performing teams, and delivering measurable value to clients across various industries.
Jason began his career as a professional civil engineer in New York, bringing analytical rigor and problem-solving to infrastructure and development projects. He later transitioned into structured finance and reinsurance with Republic Mortgage Insurance Company, where he spent a decade structuring complex financial transactions. His first of many merger and acquisition experiences began with Zingenuity as the acquisition director of reinsurance subsidiaries.
His career evolved further through leadership roles in acquisition, advisory and brokerage—culminating in his role as an Owner and Partner at Linville Team Partners. A two-time founder, with one successful exit, Jason understands first-hand the challenges of growing and exiting a business.
Jason holds a B.S. in Civil Engineering from Clarkson University and an MBA from Wake Forest University’s Babcock School of Business. He is a Certified Exit Planning Advisor (CEPA) through the Exit Planning Institute, enabling him to help business owners unlock real estate value in preparation for successful exits. As "The CRE CEPA” Jason can share a unique perspective on enterprise value and the application of exit planning principles to commercial real estate.