Artificial intelligence is transforming the way businesses create and capture value. Join Chris Schneider, Alex Brito and Troy Scheer, for an insightful session on how AI can strengthen structural, human, social, and customer capital, significantly boosting a business's valuation. Learn how integrating AI into operations and strategy can enhance intangible assets and ultimately increase the multiple businesses receive on their cash flow. Gain actionable insights to help your clients leverage AI for smarter, scalable, and more profitable enterprises.
Learning Objectives:
- Understand how AI can enhance key components of intangible capital
- Explore practical applications of AI to improve business processes, decision-making, and scalability
- Learn how stronger intangible assets influence business valuations and cash flow multiples
- Identify strategies to integrate AI into operations to create measurable value
- Gain insights into future trends in AI and their potential impact on business growth and exits
About the Presenters:
Hear from industry experts, Chris Schneider, Alex Brito and Troy Scheer
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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
As Co-Founder and Partner at CURE, I help legacy and mid-sized organizations unlock their potential by infusing startup energy into established operations. My passion lies in guiding businesses through digital transformation, product innovation, and brand revitalization—leveraging their history and strengths to create future-ready growth.
My background includes co-founding Richmond’s first bean-to-bar chocolate company, where we achieved profitability within four months and successfully led the business through an acquisition. In a previous role as Director of Digital Services, I honed my skills in digital strategy, brand innovation, and process integration, leading bold transformations for diverse clients. Since 2011, I’ve been actively involved with Young Life Capernaum, first as the program director and now as a volunteer, supporting young people with intellectual and developmental disabilities.
At CURE, I focus on aligning leadership, streamlining operations, and helping businesses unlock new growth through innovation. I work hands-on with clients to integrate processes, develop change-ready strategies, and energize legacy brands, ensuring they’re not just future-proof but positioned to thrive. I hold a BS in Computer Science from the University of Mary Washington and furthered my skills through Lighthouse Labs Accelerator. My mission is to help organizations leverage their legacy while embracing innovation, building sustainable growth for the future.
For nearly 30 years, Troy Scheer has been instrumental in generating hundreds of millions in revenue across diverse industries, from automotive to technology. His ability to adapt quickly to changing market conditions and implement data-driven solutions has consistently yielded impressive results, moving brands beyond mere transactions to establish long-term customer loyalty, and leveraging strategic, data-driven solutions that deliver quantifiable results.
As the Vice President of Auto-Mobility at BrainTrust Partners, Troy's focus is on steering growth through innovative, comprehensive data strategies that resonate with audiences.
He prides himself on partnering closely with clients, educating them on cutting-edge marketing strategies and technologies while aligning our efforts with their unique business goals. This collaborative approach allows him to deliver tailored, high-impact solutions that resonate with CEOs, COOs, CFOs, and their customers.
His approach combines education, collaboration, and execution, ensuring that clients not only achieve their immediate goals but also develop the skills and knowledge to thrive in an ever-evolving marketplace.
His team's mission is to transcend typical transactional encounters, crafting memorable experiences that secure lifelong customer relationships. By aligning data governance and management process with sales, marketing, and operations, we have successfully cultivated a culture of value that not only meets immediate goals but also ensures long-term profitability and growth for the company.