WHO HAS A SEAT AT THE TABLE?
In this meeting, we will explore the dynamics of inclusivity and diversity within our organization, discussing who has a seat at the table and why. Through candid conversations and case studies, we'll examine the importance of diverse perspectives in driving innovation and fostering a culture of belonging. We'll also address any barriers or challenges that may hinder equitable representation and participation. Join us as we strive to ensure that everyone's voice is not only heard but valued in shaping our collective future.
- Learn strategies to enhance the attractiveness of businesses to potential investors or stakeholders through branding, marketing, and operational excellence.
- Understand the indicators and factors that contribute to readiness for various wealth management activities, such as mergers, acquisitions, or exit strategies.
- Engage in a Q&A session to deepen comprehension of how enterprise value influences wealth management decisions and explore practical approaches to maximize returns while managing risks.
Thank you to our Sponsors
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.