Effective systems and processes are the foundation of sustainable business growth and increased valuation. Join Tom Tompkins, Matthew Pohl, and Jen Eckhardt, for a comparative exploration of leading frameworks—EOS, ReWilding, and Entrepreneurial Freedom—that enhance structural capital and support the success of human, social, and customer capital. This session will delve into the strengths, applications, and unique approaches of each methodology, equipping you with the knowledge to help clients build scalable and efficient businesses that maximize value.
Learning Objectives:
- Understand the role of structural capital in increasing business valuation and scalability.
- Compare and contrast the EOS, ReWilding, and Entrepreneurial Freedom frameworks to identify their unique benefits.
- Learn how to align structural capital strategies with business goals to enhance operational efficiency.
- Explore practical steps to implement systems and processes that support long-term growth and exit readiness.
- Gain insights into how strong structural capital drives higher multiples and more attractive valuations for businesses.
About the Presenters:
Hear from industry experts, Tom Tompkins, Matthew Pohl, and Jen Eckhardt
Thank you to our Sponsors
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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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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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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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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
My career has always gravitated toward the sudden impact and highly visible results that come with SMB's.
Recognizing that the path to impact is not just "teamwork" but "systematic, disciplined, high-trust, low-drama teamwork", we started using EOS in our professional services firm. Since then I've helped organizations of all shapes and sizes apply EOS to transform their leadership teams.
Mathew Pohl is a former data analytics professional turned small business owner and advocate for organizational growth. After discovering his company's undervaluation, he applied the Stages of Growth methodology, resulting in a remarkable 10x increase in value within three years. This success motivated him to establish the ReWild Group, dedicated to sharing the methodology with others.
Pohl's expertise is reflected in his book series, "Organizational ReWilding Rules for Business Growth," which examines the seven stages of growth, offering principles and real-life illustrations. He is also developing "The Element Guidebook Series," focusing on the eleven elements that foster exceptional businesses. Pohl's passion for knowledge sharing extends to business leaders, owners, and advisers. He is genuinely curious about others' work and seeks opportunities for fruitful collaborations.
Pohl's journey showcases his entrepreneurial spirit, resilience, and dedication to empowering businesses to achieve their full potential. Beyond his professional pursuits, Pohl enjoys the natural beauty of Colorado, his home state, and spending time with his family. As an avid hiker, he undertakes the challenge of conquering a 14er each summer.
Jen Eckhardt helps growing services / consulting firms scale beyond owner dependence, build strong teams, and plan (eventual) profitable exits. She brings seasoned expertise as entrepreneur and former Fractional COO, with two previous exits under her belt. She now mentors Founder CEOs and their Ops Leaders to lead scalable teams, optimize operations, and drive growth.