Mike and Eric will provide a brief overview of the varied skill sets available within the chapter. Members will be placed into small groups of 3-4 for 15 minutes to discuss current business and economic topics their business owner clients are facing. We will rotate groups several times to allow for additional interaction amongst various members.
Learning Objectives:
- Learning more about the practices of the other members
- Understanding who can bolster your own practice to enhance your client service
- Building a greater sense of community within the chapter.
About the Presenters:
Hear from industry experts, Eric Jones and Mike Rudow.
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
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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 PRESENTER
Meet Eric Jones, Esq.:
Eric Jones practices in the area of corporate and business law, counseling privately held companies and their owners in structuring, negotiating, and closing strategic transactions. His experience includes equity and asset acquisitions, financings, mergers, entity conversions and dissolutions, commercial transactions, and corporate governance matters. Eric advises on entity formation, investment-banker and accounting-firm engagement letters, term sheets and letters of intent, shareholder agreements, and general commercial contracts, including master services agreements, statements of work, and indemnity. Eric earned his Master of Laws in Taxation and works closely with clients’ tax advisors to address tax issues that may impact pending transactions.
The Pacific Coast Business Times named Eric to the “40 under 40” class in 2020 and “Who’s Who in Professional Services” lists in 2020, 2021 and 2022. The Greater Conejo Valley Chamber of Commerce named Eric to its “40 Under Forty 2021” class. He has also been named a Rising Star in the mergers and acquisitions practice area by Southern California Super Lawyers (2021 and 2022).
Eric is a dual citizen of the United States and New Zealand and serves as the point of contact for the law firm with Kiwis in LA (which the law firm is a proud sponsor). He is passionate about assisting New Zealanders with business operations here in the United States. In his personal time, Eric enjoys collecting fine wine and taking his dog for long walks.