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FACILITATING A SUCCESSFUL BUSINESS TRANSITION (BEYOND THE NUMBERS)

EPI GREATER LOS ANGELES CHAPTER

In today’s competitive marketplace, how do you make your company stand out from the rest of the companies for sale.  It’s about more than just the EBITDA and Multiple – in this session, we will explore some of the intangible factors that are just as important and meaningful during the business transition.  

Learning Objectives:

  • How to properly identify and harmonize corporate cultures during an acquisition
  • How to use systems, processes, and finances to meaningfully track business success going forward (KPI’s, accounting, deal success)  
  • Why leadership can make or break an acquisition by using the proper communication styles, channels, goals, and incentives
  • Ways coaching, support and alignment can create successful business transitions.  
  • How the proper transition of finance & accounting systems can enhance post-deal value  
  • How to win through communication  

About the Presenters:

Hear from industry experts, Roth Herrlinger and Jamie Koogler

Thank you to our Sponsors

Event Details

Date: Wednesday, May 28, 2025
Time: 2:30 pm - 4:30 pm Pacific Time
Where: In-Person: Capital Group | 11100 Santa Monica Blvd., 14 NW Los Angeles, CA 90049
Virtual: Zoom
Cost: $35, Free for Members
EPI Hours: 2
Register Now

Who Should Attend?

  • Attorneys

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

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • Other Professional Advisors

    Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.

  • 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.

  • Private Business Owners

  • Members of Family Business Boards

  • Professional Advisors

  • Business Consultants

  • Other Business Professionals

  • Business Owners

  • 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

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