We welcome all business owners and professional advisors to attend this experience that will feature an expert panel, exited owner panel, and several brief ted talk inspired sessions to help foster a collaborative environment for owners to get the information that may trigger action in their businesses. Business owners: there have been several considerations made in the planning of this experience to create a comfortable environment for all.
A FEW ITEMS TO NOTE:
BUSINESS OWNERS: THERE HAVE BEEN SEVERAL CONSIDERATIONS MADE IN THE PLANNING OF THIS EXPERIENCE TO CREATE A COMFORTABLE ENVIRONMENT FOR ALL. TO NAME A FEW: NO NAME TAGS WILL BE PROVIDED, NO FILMING OR PHOTOGRAPHS OTHER THAN THE PRESENTATIONS, PROFESSIONAL ADVISORS ARE REQUIRED TO ATTEND WITH AN OWNER.
PROFESSIONAL ADVISORS: PLEASE NOTE THAT ATTENDANCE IS LIMITED TO THOSE THAT REGISTER WITH AN OWNER. THIS IS NOT AN OPPORTUNITY TO TRY AND MEET NEW OWNERS. YOU WILL BE POLITELY ASKED TO LEAVE IF YOU TRY TO SOLICIT NEW BUSINESS FROM.
Learning Objectives:
- Hear from experts in the exit planning community what is being seen in the current M&A market, outlooks, and trends in the exit planning community.
- Understand firsthand from recently exited owners what they learned in their experience, what they wish they knew then that they know now, etc.
- Leave with new knowledge on something you either knew you didn’t know or didn’t know you didn’t know.
Event Agenda:
- 2pm- 2:15pm: Registration
- 2:15pm - 2:30pm: New Research from the Rutgers Institute of Employee Ownership and Profit Sharing
- 2:30pm - 4:15pm: Panel Discussion:
- Successful Exit Strategies: Private Equity, Strategic Buyer, Employee Stock Ownership Plan (ESOP)
- David Landau, DLA (Private Equity)
- Rich Gioia, Gioia Pasta and Home Power Systems (Strategic Buyer)
- John Bradley, Thea Enterprises (ESOP)
- Successful Exit Strategies: Private Equity, Strategic Buyer, Employee Stock Ownership Plan (ESOP)
- 4:15pm – 5pm: ESOP 101
- 5pm - 530pm: Estate Planning/Charitable Giving for Business Owners
- 5:30 - 6pm: Networking
Thank you to our Sponsors
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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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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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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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.