EXIT PLANNING CASE STUDY SESSION 3: INVESTIGATING EXIT OPTIONS
Has Jim investigated all of his exit options? Researching all exit options focuses on more than just sale. They can identify the exit option that aligns with the personal, financial, and business needs. Join chapter experts as they dive into what exit options exist for Jim and the importance of building a business that is independent of himself. In this session, you will work through a hands-on case study to build your exit planning acumen. Collaborate with an interdisciplinary team of advisors to gain experience you can directly apply to your practice.
Learning Objectives:
- Identify Jim’s exit options and investigate the best one for him
- Understand the importance of building a business that is independent of the owner
- Prepare and bring together the transition advisory team
- Determine next steps after vetting all exit options
About the Presenters:
Hear from industry experts Gabe Lengua and Bob Goldsmith.
Event Location
Event Details
Who Should Attend?
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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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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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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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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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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.
ABOUT THE PRESENTER
Meet Gabe Lengua:
Gabriel G. Lengua has more than 30 years of accounting and consulting experience. Gabe leads our Consumer Goods Group and has serviced many companies from startups to the Fortune 500 in a variety of industries. He has extensive experience with consumer product (wholesale and retail), distribution and service companies as well as international companies and mergers and acquisitions. His experience with mergers and acquisitions includes due diligence, buy/sell side consultation, post-merger integration and exit readiness. He has also developed various thought leadership for the Firm including our quarterly newsletter, Dealings, and our M&A Summit and Consumer Goods Forum.
Gabe was previously a partner at a smaller regional firm as well as a national firm. He was also the Chief Operating Officer of a credit monitoring company focused on the retail sector.
He enjoys sports and has coached youth baseball and basketball for many years.
Meet Bob Goldsmith:
Bob Goldsmith founded the predecessor to Northern Edge in 2006, developing its unique advisory model, building a talented team of experienced professionals and establishing offices across North America.
Bob brings thirty years of business ownership and management experience to his role and focuses on the development of new client relationships, advising private business owners in their evaluation of alternatives, engagement with the broader business community.
In addition to his leadership responsibilities at Northern Edge, Bob dedicates significant time towards sharing his comprehensive insights obtained over the past fifteen years on the dynamics in the M&A market for private companies and advising entrepreneurs and families on their strategic and financial options. He is a sought-after speaker on the important issues facing private business owners, and he is a published author and contributor to major publications.