THE THREE LEGS OF THE STOOL
The most effective exit plans incorporate what Exit Planning Institute refers to as the Three Legs of the Stool. These Three Legs are your business, personal, and financial goals. By including them into your exit plan and day-to-day business strategy, you put yourself on track to have not only a successful exit, but a significant one.
- Understand the importance of owner readiness
- Understand the impact of the Three Legs of the Stool
- Explore how to incorporate Exit Planning into your practice
About the Presenters:
Hear from industry experts, James Bruner and Kariann Voorhees.
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 Kariann Voorhees:
Kariann Voorhees is managing partner of Voorhees Law Group PC. Kariann graduated cum laude from Whittier Law School in 2013. There she served as an executive member of Moot Court Honors Board, and was a member of the Whittier Law Review. During law school, Kariann was awarded best overall advocate in the Gail P. Sonnenburg oral advocacy competition.
Kariann was a certified law clerk for the Orange County District Attorney’s Office for a term as well as an extern with the Superior Court of Orange County for the Honorable Elaine Streger.
Kariann is licensed to practice in all California courts, and is a member of the Orange County Bar Association and the San Bernardino County Bar Association. She’s also a Board Member of the Exit Planning Institute, Orange County Chapter.
Kariann lives with her husband and 3 children in Yorba Linda, California where they enjoy camping and hiking in their free time. She is an avid fan of all Chicago sports teams and is still basking in the Chicago Cubs World Series win.
Meet James Bruner:
Jim started in the financial services industry in 1990 with Bank of America. Prior to joining UBS in 2007, Jim was a Senior Vice President with US Trust, a division of Bank of America, in Palm Desert. Jim has been a Certified Financial Planner (CFP) since 1999 and was licensed as a Certified Private Wealth Advisor (CPWA) in 2018. He holds an M.S. in financial planning from the College for Financial Planning and a B.A. in communications from California State University, Fullerton. Jim was granted the designation Master Planner Advanced Studies (MPAS) in November 2013 and the designation of Certified Financial Planner (CFP) in 2019.
He is former Chairman of the Board of the Riverside International Automative Museum, and he sits on the board of the Palm Springs International Film Festival. He is past board president of Big Brothers Big Sisters of the Desert and Past Vice President of the Indian Wells chapter of Childhelp. Jim has taught investments, financial planning, and corporate finance as an adjunct professor for the University of Redlands and California State University, San Bernardino. Jim lives with his wide, Kelly, in Bermuda Dunes, and enjoys outdoor activities, including off-roading and boating.