WHO HAS A SEAT AT THE TABLE - MOVING FROM EXIT PLANNING TO EXIT EXECUTION
The upcoming meeting will delve into crucial aspects of client readiness, exploring when clients are prepared for various stages of the sales process. Additionally, we'll discuss the advantages and disadvantages of engaging a sell-side advisor versus opting for a do-it-yourself approach. We'll also dissect the different types of sell-side advisors available to clients. Furthermore, the session will provide an overview of the active sales process, outlining what participants can expect in terms of timeframe, involvement, and associated costs. Finally, the floor will open for a Q&A session to address any lingering inquiries or concerns.
Learning Objectives:
- Buyer team selection
- Readiness
- Attraction
- Value Acceleration
About the Presenter:
Hear from industry expert Robert Rough.
Thank you to our Sponsors
Event Location
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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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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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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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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Business Owners & Their Trusted Advisors
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Business Owners
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Other Business Professionals
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Business Consultants
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Professional Advisors
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Members of Family Business Boards
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Private Business Owners
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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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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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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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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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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.
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 Robert Rough:
Robert Rough is a Managing Director and Founder of Telos Capital Advisors, LLC, a lower middle market investment banking firm in Dallas, TX. Telos, an Axial Top 100 Advisor firm, helps entrepreneurs achieve their financial goals through sell-side representation and debt and equity capital raises for growth, dividend recapitalizations or restructurings.
Robert was honored to be named the DCEO Magazine/Association for Corporate Growth 2023 Investment Banker of the Year and a Finalist for the award in 2024 to be named in May.
Robert has spent more than thirty years as an intermediary, investor, senior executive, consultant, and board member in the middle market space. He has worked on over one hundred transactions, often with primary responsibility for all aspects of the transaction, from deal initiation through acquisition integration. Robert’s industry experience includes Manufacturing, Distribution, Services, Education, Healthcare, Technology, Retail and Consumer Products.
Robert lives in Carrollton with his wife Lori; they have two adult children. Mr. Rough is a frequent speaker on corporate finance matters and a guest lecturer at the University of Texas at Dallas in the Finance and Entrepreneurial Studies programs and serves on the Finance Advisory Board there. Robert graduated from Dartmouth College in Hanover, NH and earned his MBA from the Harvard Business School in Boston, MA. Mr. Rough is a FINRA registered representative holding Series 63, 65, 79, 82 and 24 designations.