THE CHALLENGE OF NOT WORKING WITH AN EXIT PLANNING ADVISOR
When planning to exit your business, having the proper team in place is paramount to your success. Xavier Egan shares what he and his buyside client experienced when trying to close on a deal with an owner who was ill-prepared to exit their business.
- Meet the CEPAs
- Learn from a real-life case study on how to exit an ill-prepared owner
- Review the company, the situation, the goal, the strategy, the results
About the Presenters:
Hear from industry experts, Xavier Egan, Business Broker, and Akili M. Johnson, CEPA.
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.
Meet Akili Johnson:
Education and Experience:
After completing an internship with Merrill Lynch, Akili received his undergraduate degree from Abilene Christian University in May 2001. with concentrations in Financial Management and Accounting.
His work experience includes roles as an Analyst, Controller, Lending Officer, Consultant and now an Investment Planner with an emphasis on investment management, financial advice, retirement, estate planning and business planning.
In October 2012, Akili was awarded the Presidential Award for Volunteer Service, highlighting his dedication to the community with more than 500 hours of community service within a calendar year.
He currently is a mentor for the University of North Texas' Professional Leadership Program and enjoys covering several topics on financial literacy.
Licensing and Designations
Akili holds both a Series 7, 66 FINRA registration and a Life and health license from the Texas Department Insurance.
He is a CFP candidate completing his Certificate in Financial Planning from Southern Methodist University.
To round off his educational achievements, Akili received an Accredited Wealth Management Advisor designation from the College for Financial Planning and other advanced designations.
Akili lives in Dallas, Texas, and enjoys serving, reading, watching movies, and participating in a variety of athletic activities.
In this role, Akili is responsible for developing relationships, providing customized advice, creating investment plans and investment portfolios.
He delivers a unique client experience by asking insightful questions to focus on what matters most in the financial lives of each client.
He then conducts a series of assessments, analyzes financial documents while capturing the unique goals to provide a disciplined customized approach that creates meaningful investment outcomes.
Meet Xavier Egan:
Xavier is a finance and business expert with numerous years of experience in driving growth.
Xavier Egan is an experienced financial leader with a successful track record in driving growth and efficiency in complex businesses. He has a well-rounded education, with qualifications in finance, accounting, strategic planning, and executive leadership.
Throughout his career, Xavier has partnered with businesses across all sectors to create opportunities for organizational stakeholders. He currently works in private equity, mergers & acquisitions, technology, venture capital, and real estate - making him well-placed to advise on some of the most lucrative deals in the market.
Xavier has a proven ability to see the big picture and identify opportunities that others may miss. He is an expert at financial modeling and forecasting, which allows him to provide insights into a company's future performance. He is also a skilled negotiator, who has successfully closed deals worth millions of dollars.
If you are looking for someone who can provide guidance on how to grow your business and maximize value for all stakeholders, then Xavier is the perfect partner for you. Contact him today to discuss your needs and see how he can help you achieve your goals.