FRACTIONALIZED CFO'S & EXIT PLANNING

EPI CONEJO VALLEY CHAPTER

In regard to liquidity event execution, a F-CFO will act as an important representative of the selling company, while performing important functions. Specifically, a F-CFO will facilitate or handle all of the financial due diligence tasks and responsibilities thereby relieving the management team from this burden. Notably, this will include assisting with the buyer’s “quality of earnings” review, and possibly an assessment of the seller’s auditability, via directly interacting with the buyer’s CPA. Further, the F-CFO will engineer a favorable purchase price adjustment mechanism related to working capital, provide tax advisement related to possible gross-up calculations, suggest parameters associated with representations and warranties, and even opine as to whether the owner should “roll” some equity into the buyer.

 In summary, F-CFO’s are underutilized assets in regard to both assisting with normalized matters, and exit preparation and execution. Their contributions upgrade any selling company, and many times function as “transformative catalysts.” As such, all trusted advisors to owners and companies should understand this value and proactively involve F-CFO’s on behalf of their clients.

Learning Objectives:

  • The basis of introducing a fractionalized CFO
  • The exit preparation functions of a fractionalized CFO
  • The liquidity event functions of a fractionalized CFO 

About the Presenter:

Hear from industry experts, Randy Miller, Fractional CFO, Brian Compton, and Jeffrey Knakal, Growth Partners.

Thank you to our Sponsors

Event Location

Event Details

Date: Wednesday, March 20, 2024
Time: 11:00 am - 1:00 pm Pacific Time
Where: Westlake Village Inn The Vintage Room | 32037, Agoura Road, Westlake Village, CA 91361
Cost: $100
Register Now

Who Should Attend?

  • Attorneys

    You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • Estate Planners

    Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.

  • 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.

  • Insurance Professionals

    Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.

  • 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.

  • 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.

  • 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.

  • Other Professional Advisors

    Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.

  • Private Business Owners

  • Members of Family Business Boards

  • Professional Advisors

  • Business Consultants

  • Other Business Professionals

  • Business Owners

  • Business Owners & Their Trusted Advisors

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 PRESENTERS