At the conclusion of this workshop, you will walk away with a set of simple, practical tools that you will use immediately to focus on priorities, get clear on issues, and gain traction together, as a healthier leadership team.
- Discuss the six key components ™ of a successful business
- Help understand and address common issues that you or a business owner client may be facing
- Gain more control over priorities, time, and growth
About the Presenter:
Hear from industry expert, Bill Duguay.
Thank you to our Sponsors
Who Should Attend?
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.
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.
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.
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.
You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.
Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.
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.
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.
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.
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.
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.
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
Members of Family Business Boards
Private Business Owners
Other Professional Advisors
Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.
Other Business Professionals
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
Meet Bill Duguay:
Growing up, every moment not spent in school, my dad and I were doing home remodels and landscaping. My first exposure to entrepreneurism was not a choice, it was a necessity for our family. That work ethic allowed me to grow, from the bottom all the way to CEO. I took the reins of $250 million Employee-Owned contractor that was struggling. With the leadership team, I turned it around and doubled the value. Doing that, I sat in a lot of seats, some of them pretty hot. It was frustrating, with lots of roadblocks and barriers and felt more like brute force than finesse. The successes and failures I’ve had, made me realize, the more invested the people were, around who we are and where we are going, the better we performed. That coaching, teaching, communicating better, drive success. When I heard about EOS at a peer group, and people I know well and respected getting unstuck using EOS, I knew I found my answer for helping leadership teams perform better. So, I’ve come back to my roots, working with entrepreneurial companies, ones who are passionate about their journey. For me, that’s where the real energy, the sense of urgency is.