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The EPI Fort Lauderdale Chapter is built around bringing together a local community of advisors to collaborate, sharing best practices, and spreading exit planning awareness. Come join the community to build on existing professional relationships and make new ones to deepen your bench of professionals. Network and connect with like-minded individuals within the exit planning industry this May at the Fort Lauderdale Yacht Club. We hope to see you there!
About the Presenter:
Ray Monteleone will be leading this event.
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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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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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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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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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
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 Ray Monteleone:
Ray Monteleone is President of Paladin Global Partners, a business management consulting firm, and Partner with Dannelly, Monteleone & Associates, a full-service CPA firm. Ray focuses on strategic management, problem solving, mergers & acquisitions, compensation consulting, growing companies, and senior executive mentoring for clients worldwide in industries such as healthcare, high tech, manufacturing, education, financial institutions and not-for-profit organizations. He held numerous directorships such as Rexall Sundown, First American Railways, Durango & Silverton Narrow Gauge Railway, Rush Holdings, and Pointe Financial Corporation, and he currently chairs the Advisory Board of Algy Costumes and is a member of the Board for Chen, Moore & Associates, chairing the Ethics & Governance Committee.
A CPA, Ray was Partner/Tax Director at Arthur Young for the South Florida practice and consultant with Holland & Knight involved in strategic planning & practice development. Ray was VP of Global Corporate Development for Sensormatic Electronics Corporation and interim CFO. He was President of First American Railways, Chairman and Co-CEO for Loren Industries, and Deputy Commissioner, COO/CFO for the Florida Department of Education and was an officer of Laser Spine Institute.
Monteleone serves professional/civic organizations including Florida Tax Watch (member of the Board), Leadership Florida (Audit Committee), Executive Leadership Orientation Committee (Class ’02) and member of the 2017 Planning Committee, Florida Atlantic University Foundation Board, Chair of the Audit Committee and serving on the Executive, Finance and Nominating Committees, and FAU Broward Alumni Council (Past Chairman), Florida Institute of CPAs and member of the Health Care Conference Planning and CPAs in Industry Committee American Institute of CPAs, Leadership Broward Foundation (Past President), was Vice Chair of the Fort Lauderdale Chamber and current member, and member of the Greater Fort Lauderdale Alliance. Previously on the Board of the Broward Education Foundation (Past Chair, serving for 2 terms) and served on the South Broward Hospital District (Commissioner). Ray was named Leader of the Year by Leadership Broward, Outstanding Broward Alumnus by FAU and inducted into its Parliament of the Owls (2010), just to name a few.
Monteleone graduated cum laude from New York Institute of Technology, attended the Arthur Young Harvard Business School program, received his MBA from FAU, and he lectures at universities and professional association seminars.