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This discussion will provide an overview of different charitable planning strategies, considerations and tax planning benefits that should be discussed with business owners as they are planning for the exit or transition of their business.
- Overview of charitable planning vehicles
- Considerations when gifting business interests
- Tax benefits of gifting business interests
Learning Objectives:
- Pre-sales Opportunity: Charitable planning strategies in a pre-sales planning situation to deepen and retain relationships with your best clients.
- Strategy: By funding the most appropriate charitable giving vehicle or vehicles ahead of a business sale, the client can pre-fund their charitable giving and establish their family’s charitable legacy.
- Strategy in action: A pre-sale contribution of assets can increase the assets available for grant making, reduce your client’s tax burden, and allow assets to be managed with the opportunity to grow tax free.
About the Presenters:
Learn from industry experts, Jeff Gerold, CFP®, CEPA®, Senior Director of Development, Southwest, National Philanthropic Trust and Rudy Flescher, Regional Director, West, National Philanthropic Trust.
*Please Note: This meeting is free to attend virtually. If you are attending virtually, please register here through Zoom. If you are attending in-person, please use the button on the right.
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Event Details
Virtual: Zoom
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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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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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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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 Jeff Gerold, CFP®, CEPA®:
Jeff Gerold, CFP®, CEPA® is the Senior Director of Development, Southwest and leads the U.S. West Team of Regional Directors at National Philanthropic Trust (NPT). Jeff is based in Austin, Texas.
Jeff began his career in financial services in 1998 with a focus on charitable planning since 2007. He has experience in managing contributions of real estate and private company stock. Jeff enjoys helping clients achieve their philanthropic goals through gift planning that reduces federal income and capital gains taxes, ultimately turning those savings into gains for charity.
Jeff is a Central Texas native and a graduate of the University of North Texas in Denton. In 1998, he began his career in financial services and in 2005, Jeff fulfilled the educational and exam requirements to be a Certified Financial Planning (CFP®) Practitioner. In 2019, Jeff attained the Certified Exit Planning Advisor (CEPA®) Designation. Drawing on his expertise, Jeff has written several blogs for NPT. Some topics include: Maximizing Year-End Giving, Donating Pre-Ipo Shares to a DAF and Converting a Foundation to a DAF.
Meet Rudy Flescher:
Rudy Flesher is the Regional Director, West at National Philanthropic Trust (NPT). As a Regional Director, Rudy cultivates relationships with financial advisors across Southern California, providing consultative support to help clients achieve their philanthropic goals. He is based in Los Angeles, CA.
Prior to taking on this role, Rudy has over ten years of experience in community-based fundraising and grantmaking. As a social impact consultant, he trained more than 250 individuals in fundraising and mission-oriented storytelling. In his former work as a foundation-based program officer, Rudy also managed a robust annual grantmaking portfolio, giving him fresh perspective from both ends of philanthropic relationship-building. Rudy holds a B.A. in Women’s and Gender Studies from The College of New Jersey and an M.F.A. in Screenwriting from the University of Southern California.