The advisor of the future is an advisor that can look at the business owner themselves and their company holistically with all three elements of that owner in mind. Their business, personal, and financial goals. That is the missing piece today at the owner’s advisory table. There are specialists and experts all around them, but no one to tie it all together. Becoming a holistic advisor starts with the Certified Exit Planning Advisor Program. But that is not where it ends. The CEPA must expand their knowledge technically and conversationally to better attract, engage, and change the way the business owners think about their company. They must also understand how that ties to their personal and financial plans. EPI puts their new CEPAs on a 120-day path that allows them to begin implementation and find their role within the exit planning team. Those who are not CEPAs will benefit from this session by understanding the critical resources, education, and tools needed to accelerate your position with business owners and grow your practice. Learning Objectives: Understand the two types of CEPAs Understand the generations and the way they think about exit planning Understand your role within the exit planning team Understand how to position yourself and your firm in the exit planning space

Watch the Tour de France and it appears that hundreds of individual cyclers are racing for the same prize. In fact, each rider is part of an eight-to-ten member team participating in the race supported by dozens of other nutritionists, therapists, coaches, mechanics, and others supporting a shared goal. Value acceleration and transition planning is no different, requiring a multi-disciplinary team to tackle the various issues and nuances of a business. Working with clients can appear the same when one person is in the lead role. The real power, however, is in the diversity of perspectives, skills, and expertise coming together to support the business owner. Collaborative teams are critical to success in the work we do with our clients. This session will focus on the importance of teams inside your practice and when serving the needs of the business owners. Joe Slatter and Julie Keyes will provide insight and examples about how teams have brought value to their client engagements and how teams can accelerate results. Learning Objectives: Understand how to expand your perspective beyond your area of expertise Learn how multiple sets of “eyes” helps you see better Learn how teams grow faster individually and collectively Understand why having a team can sharpen and shore up your skills Thank You to Our Sponsor:  

How do you master a triggering event? Are you prepared to move through the Discover Gate to build value in your business before you exit? The Value Acceleration Methodology™ is your strategic framework for executing exit planning. It is the value management system that makes the timing of an exit irrelevant. Exit planning is laser-focused on what you can do right now to grow the value of the business and drive income. By focusing the approach on building a business with characteristics that drive value and integrating the owner’s personal and financial objectives into it now, there will be many options to exit on the owner’s timeline and terms. In this webinar, Larry Weiss will share how his journey to becoming a CEPA impacted his trajectory as a business advisor and the importance of understanding the Triggering Event. Learning Objectives: How do I prepare for an exit planning client? How do I conduct a Triggering Event? What are my deliverables during the Discover Gate of the Value Acceleration Methodology? Choreographing the Triggering Event. Thank You to Our Sponsor:  

Business owners overestimate the value of their business and underestimate the financial amount they will need to post sale to live for the rest of their lives. Holistic financial planning as practiced by Legacy Planning Exit Planning team helps the business owner prepare to close those gaps. We recommend every business start with a valuation. This is our opportunity to introduce an M&A expert. We also recommend business coaching to help remove the owner from the center of control and make sure there is a leadership and management team in place that can drive business success. We also interview the owner’s accountant and attorney to make sure they are up to the job. Basically, this professionalizes the operations of the business. And on the personal side we follow an approach that leads to “risk” management and projections of wealth needed to maintain lifestyle post sale for the rest of the owner and spouse lifetimes. As a result, we cover Estate Plan, Business Agreements, Property Risks, Emergency Management Plan and liquidity needs. Learning Objectives: How to begin a conversation that leads to an engagement Technology and techniques utilized in the engagement How to maintain control of the engagement Using holistic financial planning to answer the questions, “Keep” or “Sell” Thank You to Our Sponsor:  

CEPAs should consider PE as an exit option for smaller businesses: On the one hand: PE is moving down the market, looking to buy smaller companies, and sees direct deal sourcing as a competitive advantage. But on the other hand: PE firms are not staffed to deal with a high volume of small unprepared businesses. And many businesses in the lower end of the market are not only unprepared for, but also unaware of Private Equity as an exit option. CEPAs are perfectly equipped to create substantial value for both business owners and PE investors: Educate business owners about PE Assess businesses’ fit and prepare them for a PE transaction Help overcome common challenges in PE deals Learning Objectives: The composition of the Private Equity market, its various acquisition criteria and exit options Situations that lend themselves best to a PE exit Common challenges in PE deals and how to overcome them Thank You to Our Sponsor:  

Businesses come in all shapes and sizes. The majority of businesses in North America are “main street” or “lower-middle market companies”. When you have a client who shares with you that they want to sell their business, but don’t have family, management, or employees to transition to, what are the options available to them, based on the factors, and how do you identify the right partners to work with them? The right transaction advisor/firm can depend on several factors: size of company, type of desired buyer, outreach strategy required, industry, region, structure of advisory firm, methodology of advisory firm, and more. Finding the right fit for your client and expanding your network come hand in hand. In this webinar we’ll review what questions to ask to quickly identify what type of advisor would fit the client’s needs, how to seek out these advisors and build meaningful relationships, how to differentiate between advisors and the resources available to your clients. We’ll play with several scenarios to demonstrate the variety of circumstances that may come up and have time for discussion around each topic. Learning Objectives: Understand the different brackets of sell-side service providers Quickly identify what bracket your client’s business falls into Learn the supports that are available for each bracket Thank You to Our Sponsor: