CHAPTER LAUNCH EVENT: EXIT PLANNING IS NOT WHAT YOU THINK

EPI PHOENIX CHAPTER

We are pleased to announce the launch of the Phoenix Chapter of the Exit Planning Institute! Our first event will be on Tuesday, March 26th at Venue8600.

Our commitment is to form a chapter of business professionals who are thought leaders on business succession planning, capable of serving business owners in Phoenix and surrounding areas.

Exit planning is the fastest growing marketplace within the financial and professional services industry, with the exit of millions of Baby Boomer business owners on the horizon totaling more than $10 trillion dollars in transferable wealth. This is your “$10 Trillion Dollar Opportunity!”

That said, the business community is changing and like it or not, the need for a new kind of advisor has become undeniable. You can no longer view your relationships with your clients and prospects as transactional. You must become more than your deliverable. In 2024 and beyond, you must do more than assess value. You must provide value. In this session, you will learn how to help change the outcome for business owners by identifying, protecting, building, harvesting & managing business wealth.

 

Learning Objectives:

  • Review social and economic market dynamics in play
  • Discuss challenges & opportunities and how to overcome them
  • Introduce you to the Value Acceleration Methodology
  • Define the Exit Planning Ecosystem
  • Introduce the various roles an advisor can play inside the Exit Planning Ecosystem
  • Define the role of the “Advisor of the Future” inside the Exit Planning Ecosystem

About the Presenter:

Learn from leading expert Scott Snider, President, Exit Planning Institute.

Thank you to our Sponsors

Event Location

Event Details

Date: Tuesday, March 26, 2024
Time: 11:30 am - 1:30 pm Mountain Time
Where: Venue8600 | 8600 E Anderson Dr., Scottsdale, AZ 85255
Cost: $125, Free for Annual Members
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.

  • 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.

  • 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.

  • 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.

  • 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.

  • Estate Planners

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

  • Insurance Professionals

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

  • Other Professional Advisors

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

  • 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.

  • 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.

  • Professional Advisors

  • Private Business Owners

  • Members of Family Business Boards

  • Other Business Professionals

  • Business Consultants

  • Business Owners

  • 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