Many business owners are interested in giving their employees a more meaningful role in their exit. We will explore ESOP, co-op, and other employee ownership structures at this meeting.
Learning Objectives:
- Effectively communicate the benefits of different types of employee ownership structures
- Describe which structures work best for different industries and business types
- Understand and be able to identify the right client for employee ownership
About the Presenters:
Hear from a panel experts, Evan Edwards, Stacey Smith, and Amy Schuster.
Recommended CPE: 1 Credit
Field of Study: Specialized Knowledge
Delivery Method: Group Live
Program Level: Basic
Prerequisites: None
Advanced Preparation: None
Cancellation Policy: You may cancel your registration at any time prior to the event
Complaint Resolution Policy: For more information regarding refund, concerns and program cancellation policies, please contact valerie.franco@marcumllp.com.
Thank you to our Sponsors
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
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.
Hear from a panel of experts.
Meet Stacey Smith:
Stacey has spent most of her career helping businesses examine their impact and aligning it with their values. She started as a CPA with Arthur Andersen, then moved into strategy and organizational development. Seeking to devote her financial expertise to social and environmental issues, she was an early mover in the field of sustainability and corporate responsibility in the U.S.
At Project Equity, she is helping grow our team of professionals to accelerate the adoption of employee ownership as a key to building wealth and high-quality careers in communities.
In addition to having been a licensed CPA, Stacey has a degree in Business Administration from the University of Vermont and has done coursework in International Business Studies at the University of Copenhagen.
Meet Amy Schuster:
Amy Schuster is a Managing Director for the ESOP Solutions team in Chicago. Amy has 6+ years of experience advising companies and business owners on all aspects of ESOP transactions from financing structures to valuation to transaction design. Amy provides subject matter expertise on ESOP transactions as an ownership transition tool and liquidity solution and functions as a resource both internally to PNC and externally to PNC clients and prospects advising on all aspects of lending to an ESOP-owned company.
Prior to joining PNC in May of 2019, Amy most recently served as a Senior Vice President with Fifth Third Bank’s ESOP Finance Group. Before joining the ESOP Finance team, Amy served as Regional Chief Financial Officer of Fifth Third Chicago where she was nominated for Chicago Business 40 under 40 for her ability to help the region with strategic planning.
Amy received her B.A. in Finance and Marketing from the Wartburg College and received her MBA for NIU in 2022. She holds the FINRA Series SIE and 63 licenses. She is a member of the National and Regional ESOP Associations, a member of the ESOP Association’s Finance Committee, a member of the National Center for Employee Ownership, and ESCA (Employee-Owned S Corporations of America).
Meet Evan Edwards:
Chief Executive Officer
Evan began his career as the International Business Manager at an early leading technology start-up, Quarterdeck Corporation. Bitten by the start-up bug, he spent following years in leadership and consulting roles at a variety of early stage enterprise including Bid.com (Northcore Technologies), Mediaseek Technology and Planesia Corp. Guided by a shift in personal and professional priorities Evan moved into the non-profit sector as Executive Director at YMCA Corporation of Los Angeles, leading the turnaround of an under-performing business unit. Driven by the value of social enterprises and the vision of a generative economy, Evan’s work with Project Equity creates strong collaborative partnerships across sectors. Evan is a graduate of Northwestern University in Evanston, IL (a proud supporter of Wildcat football!), and has certification from Stelter in Professional Fundraising Management. When not working he’s playing sports, walking his dogs or cooking a great meal from scratch.
Meet Leah Moses:
Leah Goldstein Moses is the co-creator, with her husband and partner Doug Moses, of Tranquil Bay, helping people tap into their most creative, joyful selves. She recently transitioned The Improve Group to an employee-led and -owned cooperative that continues its legacy to build a better world. Since then, Leah has embraced the things she loves the most: launching Tranquil Bay, helping leaders achieve their business and personal dreams, being in community, nurturing creativity, and spending time with the people she loves. In work, community, and life, Leah loves people: everyone she interacts with is already, or potentially, a friend.
