Come learn how Cultivate works closely with CEPAs to take care of the value advising while you focus on investment strategies. We will walk you through our methodology for increasing value, provide clear examples and provide a framework on how a partnership together would work. We look forward to helping your clients achieve personal, financial, and business freedom.
In this presentation you will learn how CEPAs take care of business advising while you focus on investment strategy. We will walk you through methodologies for increasing value, provide clear examples, and give a framework on how a partnership would work. We will also explore impactful ways to look within each of the 4 C’s of intangible capitals. These in turn offer business owners actionable steps to increase valuation multiples.
Learning Objectives:
- Learn what to look for in a business to evaluate the 4 C's
- See practical examples of what success does (and doesn't) look like
- Leave with a checklist you can use in your everyday work to give clients more regular feedback on the state, and opportunities, within their Intangible Capitals
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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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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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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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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
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
Meet Kyle Werych:
Kyle is a seasoned advisor and business leader specializing in helping successful 1st-generation entrepreneurs. He’s helped companies scale from start-up through to mature leadership teams, and helps business owners and their families navigate the challenges of transitions. As Managing Director at Ark Financial, he and the team collaborate with other like-minded tax, legal, and wealth professionals in supporting business owners and their families up to and through successful business exits, and see them enjoy the protection, peace, and purpose afforded to those supported by healthy professional teams.