DESIGNING WORKPLACE BENEFITS AS A STRATEGIC DRIVER OF ENTERPRISE VALUE AND OWNER READINESS
Many business owners view employee benefits as a cost center rather than a value driver. This session reframes workplace benefits as a strategic lever that strengthens enterprise value by improving talent attraction, retention, and operational stability. From a CEPA perspective, we will connect benefits design directly to key value drivers - particularly human capital, recurring performance, and transferable culture - to enhance owner readiness and exit outcomes.
Learning Objectives:
- Understand how workplace benefits programs influence enterprise value through talent retention and productivity
- Identify gaps in current benefits that create owner dependence or key-person risk
- Align benefits strategy with value drivers such as scalability, culture, and workforce stability
- Recognize how benefits design supports continuity and attractiveness to buyers or successors
- Integrate benefits planning into a broader exit and owner-readiness strategy
Event Details
Who Should Attend?
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
Rob Odishoo, AWMA™, CEPA®, CPFA®, is a Financial Advisor and Senior Portfolio Advisor with Merrill who specializes in working with business owners. His practice focuses on helping owners align personal financial planning, retirement plan strategy, and exit planning objectives throughout the business lifecycle.
As both a Certified Exit Planning Advisor® and Certified Plan Fiduciary Advisor®, Rob brings a unique perspective on how qualified retirement plans can support owner readiness, wealth diversification, employee retention, and long-term value creation. He works with business owners to integrate retirement plan strategy into broader conversations around enterprise value, succession planning, and successful business transitions.
Rob has more than 20 years of experience in wealth management, banking, and advisory services. He earned his bachelor's degree from the University of Southern California, where he met his wife, Janelle. Together they founded and operated a technology business, providing firsthand experience with the opportunities and challenges business owners face. They now reside in the Dallas-Fort Worth area and have one daughter, Jessica.