ENSURING A SMOOTH EXIT - THE VITAL ROLE OF LEADERSHIP SUCCESSION

EPI GREATER BOSTON CHAPTER
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Leadership succession is paramount for businesses planning a future exit strategy as it ensures continuity and stability during the transition. A well-prepared succession plan identifies and develops the next generation of leaders, minimizing disruptions and preserving the organization's value. Effective leadership succession not only instills confidence in potential investors or buyers but also safeguards the company's legacy and reputation. Without a seamless leadership transition, businesses face increased risks, including talent drain, loss of institutional knowledge, and diminished market confidence, all of which can jeopardize a successful exit and the long-term sustainability of the enterprise.

Learning Objectives:

  • The significance of leadership succession for businesses planning a future exit strategy.
  • Understanding the exit landscape and the importance of early planning.
  • The leadership gap and the risks associated with a lack of leadership continuity.
  • Key components of an effective succession plan, including talent development and identification.
  • Leadership development strategies and how to identify and nurture potential leaders within your organization  

About the Presenter:

Hear from industry expert, David Liddell.

Thank you to our Sponsors

Event Location

Event Details

Date: Thursday, February 15, 2024
Time: 8:30 am - 10:00 am Eastern Time
Where: Fiduciary Trust Company | 53 State St., Boston, MA 02109
Cost: Free to Attend
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Who Should Attend?

  • 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.

  • 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.

  • 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.

  • 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.

  • Attorneys

    You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of 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.

  • Estate Planners

    Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.

  • 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.

  • Insurance Professionals

    Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.

  • 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.

  • Professional Advisors

  • 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.

  • Members of Family Business Boards

  • 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.

  • 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.

  • Business Owners

  • Other Business Professionals

  • Business Consultants

  • 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