CASE STUDY: HOW TO GROW YOUR PRACTICE WITH SUCCESSION PLANNING SERVICES!
There are many types of advisors (from multiple disciplines) that help business owners with different parts of the business succession process. There are also many ways to engage owners in the conversation. In this case study workshop, we will focus on scenarios involving succession planning and execution. Our presenter will introduce a fictional company and select resources available to all of us through our EPI membership. We will discuss common scenarios with the intent on helping attendees deepen their understanding on how to help an owner, family and employee stakeholders navigate common minefields relating to financial readiness, emotional readiness and business readiness while optimizing exit value and the ongoing legacy of the business. We want attendees to get new ideas for services that they can deliver using our EPI models and toolsets. Attendees will develop a better understanding of the capabilities of other professionals in our chapter with the intent of growing their practice by partnering with other professionals in our chapter and community.
- Help owners gain more clarity and identify their best succession scenarios.
- Learn the basics in performing financial and emotional readiness assessments with the owner or family, and the business readiness assessment with the leadership team.
- Build alliances with the professionals you need to know to help your clients execute a succession.
- Identify your value-added role in succession planning and execution as a member of a professional advisory team.
About the Presenters:
Hear from industry experts, Charlie Janes, CEO Agile Growth and Exit Advisory, Roland Kidwell, FAU Fellow of the Family Firm Institute and the United States Association of Small Business and Entrepreneurship, and Rene Paez, Wealth Advisor, Eisner.
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.