THE VALUE ACCELERATION METHODOLOGY PART 4: DECIDE GATE
Join us as we continue our 4-part journey through the Exit Planning Institute’s proven process, The Value Acceleration Methodology. In part 4, we conclude our deep dive into the methodology, key concepts to be understood by owners and their advisors, and how to increase the value of a business. Annually, an owner must assess energy and runway for continued value creation and relative position in achievement of the master plan. This session will focus on the Decide Gate, exit options and opportunities, and the tradeoffs of those crucial decisions. We will also cover how to identify which transition / exit options may be more appropriate and the importance of teamwork all the way to the finish line. After this session, attendees will have a greater understanding of the final phase to coach owners to the culmination of their work.
Panel discussion begins at 4:10 pm
Networking to follow at 5:10 pm
Learning Objectives:
- What is Value Acceleration
- Understanding the Decide Gate
- How to decide: Grow or Exit?
- Exit Options
- How Your Practice Fits into the Process
Meet the Speakers:
Hear from industry experts, Wylie Runnestrand, Managing Partner, Sapientia Ventures, Dan Zugell, ChFC®, AEP®, Senior Vice President, Business Transition Advisors, Dave Eichenlaub, Managing Director, Confluence Advisors, LLC, Matt Caiazza, Managing Director, MTA Business Brokers, Brian Coulter, Partner / Attorney, Brouse McDowell, LPA, and moderator Chris Colella, Senior Vice-President, FNB Corp.
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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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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Business Owners & Their Trusted Advisors
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Business Owners
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Business Consultants
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Other Business Professionals
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Professional Advisors
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Members of Family Business Boards
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Private Business Owners
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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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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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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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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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Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
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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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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.
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 Dan Zugell, ChFC, AEP:
Wiley Runnestrand, Managing Partner / Vice-President, Sapientia Ventures / GreenBoard IT
The expectations for engagement in the 21st century are high; constituents want a curated experience that demonstrates we are invested in them. Technology and sound strategy unlock that experience. I have built my career by understanding data, process and digital trends. My passion lies in enhancing our constituency’s experience while driving actionable insights.
Brian is a business counselor, trial lawyer, and partner in Brouse McDowell’s Youngstown office. As outside general counsel for a number of companies, Brian works closely with his clients to understand their businesses, mitigate their risks, help capture their opportunities, and solve their problems proactively to avoid the burden and expense of litigation. When litigation is unavoidable or advantageous, Brian routinely and aggressively advocates for his clients in the courtroom and at the negotiation table.
As a member of Brouse’s Insurance Recovery Practice Group, Brian has helped clients of all sizes obtain the insurance coverage for which they bargained by forcing insurers to honor the terms of their own policies. Brian has been a key player in winning several multimillion-dollar judgments and settlements against insurers in both federal and state court.
Brian’s clients run the gamut from publicly traded Fortune 500 companies to locally owned family businesses. No matter the client, Brian approaches all legal matters with the same goal: to obtain the best possible outcome for the lowest possible cost, whether measured in time, attention, or dollars and cents.
Brian’s experience as a zealous advocate is significant. Some of his most recent matters involve:
- Assisting multiple corporate clients in obtaining the insurance coverage for which they paid by negotiating with and, when necessary, suing their insurers;
- Representing a global real estate investment trust in zoning and conditional use proceedings, as well as in adverse possession and breach of lease disputes;
- Representing a publicly traded environmental services conglomerate in regulatory proceedings, as well as in a mandamus action involving an alleged regulatory taking;
- Helping business clients struggling as a result of the COVID 19 pandemic by renegotiating leases, loans, and other contracts, and by securing them financial assistance provided through government relief programs; and
- Assisting both contractors and commercial property owners in construction defect and breach of contract disputes, including the filing, foreclosure, and litigation of mechanics’ liens.
Brian is a graduate of Belmont University in Nashville, Tennessee (2011) and the Ohio State University Moritz College of Law in Columbus, Ohio (2014). He is the former president of the Mahoning Valley Young Professionals, the recipient of the MVP Designation at the 25 Under 35 Awards (2022), and a proud graduate of the Ohio State Bar Association Leadership Academy.
Brian was born and raised in Columbiana, Ohio and currently resides in Canfield, Ohio with his wife and four children.
Dave has over 25 years of diverse experience in Corporate Finance, Mergers and Acquisitions, Business Strategy, Business Advisory and Public Accounting. Dave leads and participates in numerous types of transactions, including management buyouts, acquisitions, shareholder transactions, balance sheet restructurings, growth strategy, senior and subordinated debt placements and divestitures. His industry expertise includes manufacturing, food and beverage, business services and financial services. Dave has also served in senior level roles with commercial and investment banking firms where he gained significant experience in serving large corporations and middle market businesses. He began his career with a big four accounting firm. Dave is a Certified Public Accountant (inactive) in Pennsylvania, and a General Securities Representative licensed (7 and 63) by FINRA. Dave is a Registered Representative of and Securities Products are offered through BA Securities, LLC Member FINRA, SIPC.
A Western Pennsylvania native, Matt’s roots run deep in the community. He’s a devoted family man, proud father of two grown children, and he shares his life in Allison Park with his wife Holly and their cherished boxers, Lola, and Enzo.
With MTA Business Brokers, he’s not just changing the game; he’s rewriting the playbook for how business transactions should be conducted—with expertise, commitment, and genuine care.