Join us at the EPI Dallas Chapter for an engaging panel discussion event, where seasoned experts will guide you through the intricacies of crafting the perfect exit strategy. Gain valuable insights and practical tips as our panelists share their wealth of experience in navigating successful exits. Whether you're an entrepreneur planning your retirement or a business owner considering your next steps, this event offers invaluable advice tailored to your needs. Don't miss this opportunity to learn from industry leaders and take the next step towards your ideal exit.
- Understand the key components of a successful exit strategy, from planning to execution.
- Learn practical tips and insights from experienced professionals on navigating the complexities of exiting a business.
- Gain actionable strategies tailored to your specific circumstances, whether you're an entrepreneur planning retirement or a business owner considering next steps.
About the Presenters:
Hear from industry experts, Chuck Sharpe, Board Certified Attorney, Sharpe Law Group, Daniel Boarder, Deal Advisory Partner, Whitely Penn, and Mark Russell, Head of Finance, SES ESOP Strategies.
Who Should Attend?
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.
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.
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.
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.
You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.
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.
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
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.
Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.
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.
Members of Family Business Boards
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
Other Business Professionals
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
Meet Mark Russell:
Mark is head of the finance group at SES ESOP Strategies, a Stevens & Lee Company, and a Senior Managing Director at Griffin Financial Group where he works with clients and their principals, providing M&A advisory services and private placements of debt and capital. He works extensively with business owners, evaluating their business and personal situations and assisting in preparing for succession of or exit from their businesses by performing an exhaustive analysis of alternatives (including management buyouts, ESOPs, recapitalizations, and minority or majority sales of the business) to ensure business owners have all of the information necessary to decide the best path to achieve their goals. Finally, he assists business owners in optimizing the strategies designed to achieve the desired outcome.
As a non-practicing CPA and a lawyer, Mark’s background provides an important link between clients and their accountants and lawyers to creatively address accounting, tax and financial planning issues.
Mark is a former National Tax-Product Development Manager for PricewaterhouseCoopers, LLP in Washington, D.C., where he was responsible for conceiving creative corporate tax planning strategies and analyzing publicly available information to determine the applicability of those strategies. He was also responsible for implementing large projects and coordinating project teams and corporate personnel.
Mark is a Certified Financial Planner (CFP) and a Certified Exit Planning Advisor (CEPA®). He holds Series 79, 7 and 66 licenses from FINRA.
Meet Daniel Boarder:
Daniel Boarder’s experience includes assisting private equity firms and corporate buyers in evaluating potential company merger and acquisition targets. Additionally, Daniel has managed hundreds of engagements with transaction values ranging from less than $1 million to more than $1 billion.
Daniel also provides evaluations of post-transaction matters such as working capital analysis and related negotiations.
Meet Chuck Sharpe:
Chuck established Sharpe Law Group in 2003 after six years in the Personal Financial Counseling group at Ernst & Young. Since graduating law school, his focus has been providing traditional estate planning and sophisticated wealth planning strategies to the high net worth and ultra-high net worth community. Chuck’s client base includes high net worth individuals and families, entrepreneurs, and corporate executives with diverse estate planning, estate tax and asset protection needs. Having originally practiced as part of the financial advisory community and in public accounting, Chuck combines his legal experience, financial planning expertise and tax knowledge to provide clients with coordinated and innovative approaches to estate planning, wealth transfer planning and asset protection, while reducing their exposure to estate taxes and income taxes.
Chuck’s approach to estate planning has always been to coordinate with a client’s financial advisors, accountants, life insurance professionals and family attorneys to provide them with holistic estate planning strategies. He also works with Trustees and Executors to provide advice and support for the proper and efficient administration of trusts and estates.
Chuck is Board Certified in Estate Planning and Probate by the Texas Board of Legal Specialization and is a regular presenter to the financial planning sector regarding estate planning and the coordination with financial plans. Prior to entering law school, Chuck practiced as a CPA in Oklahoma at KPMG. He is a graduate of Texas Christian University (1992) and the University of Oklahoma College of Law (1997) and is a member of the Texas and Oklahoma Bars.