CREATING A STRATEGIC PLAN FOR YOUR NEXT ACT: LIFE-AFTER-BUSINESS TRANSITION
This interactive workshop is designed for business owners and executives who are preparing for-or who have recently completed-a business exit. Leading this session is Scott Couchenour, an experienced 4th-quarter strategy coach who specializes in guiding leaders through life transitions with purpose, vision, and intentional planning. This session will explore how to craft a strategic plan that aligns personal fulfillment with legacy goals, ensuring the next chapter of life is meaningful and well-structured. Attendees will leave equipped with the tools to create a personalized roadmap for their ”next act”, including specific, actionable steps for the first 90 days post-transition. This is a must-attend for those who are ready to think beyond business success and commit to a fulfilling, intentional life post-exit. This session will set the stage for a purposeful, fulfilling life post-exit, empowering participants with the clarity, tools, and confidence they need to succeed in their “next act”.
Learning Objectives:
- Clarify Personal Vision and Legacy: Help attendees define their personal goals and legacy aspirations beyond business, creating a foundation for strategic life planning
- Translate Vision into an Actionable Plan: Provide a step-by-step framework for setting personal goals, identifying necessary resources, and establishing actionable steps that lead to meaningful, lasting impact
- Address Emotional and Identity Transitions: Discuss the emotional challenges of stepping away from business, with strategies for redefining self-identity and maintaining emotional well-being
- Build Accountability and Support Networks: Highlight the importance of accountability and support, encouraging participants to develop and lean on their network for achieving their next chapter goals
- Develop a 90-Day Action Plan: Guide attendees in creating a practical 90-day plan to jumpstart their next act with purpose and momentum
About the Presenters:
Hear from industry expert, Scott Couchenour
Event Location
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.
ABOUT THE PRESENTER
Scott Couchenour, an experienced executive strategic coach, specializes in helping business owners over 45 plan their exit. His unique approach emphasizes personal strategic plans that promote life freedom and reduce regret. His work results in a balanced life across spiritual, physical, relational, emotional, vocational, and financial dimensions for his clients. Scott’s commitment to lasting legacies makes him a sought-after speaker. Attendees will gain actionable insights and tools to help clients master the six hallmarks of a fulfilling life.