THE OVERLOOKED EXIT STRATEGY: WHY PERSONAL PLANNING BENEFITS OWNERS, ADVISORS AND CHARITABLE PLANNING
Personal Planning is one of the three foundational legs of the Value Acceleration Methodology—but all too often, it’s the leg that’s resting on shaky ground. When owners lack a clear vision for life after the sale, they risk entering the decision-making process wholly unprepared for the personal and emotional realities of transition. Deals stall, regrets set in, and value is lost for both the owner and the advisor. This session explores the very important though often-ignored human side of exit planning. In this program, you’ll learn: 1) why helping an owner envision a future beyond their business is not just a nice thing to do, but a business imperative; and 2) how a well-crafted personal plan improves an owner’s confidence, preserves deal momentum and deepens your value as a CEPA. Taking a holistic approach that supports the owner’s financial, business, and life goals, you’re not just helping them exit, …you’re helping them arrive.
Learning Objectives:
1. Understand the personal and emotional challenges many owners face when exiting their business and how they can impact the deal.
2. Identify the key components of a comprehensive personal plan and how they align with the Value Acceleration Methodology.
3. Explore how a compelling post-exit vision reduces seller’s remorse, increases readiness, and builds trust in the process.
4. Learn how to integrate purpose, identity, and lifestyle into planning conversations to support a holistic financial plan and a meaningful transition.
5. Strengthen your confidence and role as a CEPA by guiding clients through a personal planning process that unlocks better outcomes—for them and for you.
About the Presenter:
Hear from industry expert, Marianne Oehser.
Thank you to our Sponsors
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
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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.