EXIT PLANNING CASE STUDY

EPI ORLANDO CHAPTER

Round Table Case Study Discussion involves participants working collaboratively in small groups to scrutinize a real-world case study featuring a business owner navigating through a transition phase while strategically planning for growth or exit. Within these small groups, participants engage in in-depth discussions, leveraging their collective expertise to analyze the challenges, opportunities, and strategic decisions made by the business owner in the case study. This interactive format not only encourages dynamic conversations but also provides a platform for participants to share diverse perspectives and insights. Through this immersive experience, individuals can gain practical knowledge and a deeper understanding of the complexities involved in business transitions and growth planning.

Learning Objectives:

  • Understanding the fundamentals of exit planning, including valuation succession planning, estate planning, and taxes.
  • Network with professionals to foster collaborations and build a supportive community for successful business exits.
  • Explore various exit planning strategies such as selling a business or transferring ownership and their advantages and challenges.
  • Gain insights into market trends and emerging opportunities in exit.

About the Presenter:

Hear from industry expert Joe Gitto.

Event Location

Event Details

Date: Tuesday, March 12, 2024
Time: 7:30 am - 9:00 am Eastern Time
Where: Nelson Mullins Meeting Room | 390 N Orange Ave #1400, Orlando, FL 32801
Cost: $35
Register Now

Who Should Attend?

  • 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.

  • 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.

  • 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.

  • 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.

  • Attorneys

    You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.

  • 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.

  • Estate Planners

    Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.

  • 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.

  • Insurance Professionals

    Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.

  • 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.

  • 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.

  • 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.

  • Other Professional Advisors

    Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.

  • Private Business Owners

  • Members of Family Business Boards

  • Professional Advisors

  • Other Business Professionals

  • Business Owners

  • Business Consultants

  • 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