This month, we will be studying a recent case of an owner selling their business. Join us as we dive into the case and lead a discussion on how as a business owner you can be better prepared for the sale of your business, or how you can help a business owner client be better prepared.
In this session, you will work through a hands-on case study to build your exit planning acumen and collaborate with others to gain experience you can directly apply to your practice.
Learning Objectives:
- Identify how an owner can better prepare themselves for the sale of their business
- Identify the different ways an individual can help a business owner client through an exit
- Identify different ways an owner can exit
About the Presenter:
Learn from industry expert John Ward, Chapter Vice President, Managing Partner, Capital Pro Partners.
Thank you to our Sponsors
Event Details
Who Should Attend?
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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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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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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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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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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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Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
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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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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
For nearly 20 years John has worked in commercial lending, including various institutions such as Wells Fargo Bank and Bank of Utah. In 2015, along with his business partner, he started Capital Pro Partners for the purpose of helping business owners find better access to capital. Additionally, his work experience includes serving as VP of Finance and Operations at a regional HVAC company, VP of operations for an ecommerce company, and in hospital administration. John’s approach with clientele is consultative in nature. He forms true partnerships with business owners while aggressively sourcing capital, negotiating terms and capitalizing on growth opportunities to meet business objectives. As a managing partner, John is working to expand operations and revenue sources for Capital Pro Partners. This includes raising capital to operate as direct lenders, underwriting, analysis, and loan servicing. In 2001 John earned an MBA from the University of Utah. John is an avid golfer and family man. He loves opportunities to travel, especially if it’s near a PGA golf course.
