THE VALUE ACCELERATION METHODOLOGY PART 2: DISCOVER GATE
Join us as we continue our 4-part journey through the Exit Planning Institute’s proven process, The Value Acceleration Methodology. In part 2, we will continue 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. In part 2 of our 4-part introductory series, join us as we explore the Discover Gate, identifying value drivers, and how to set priorities for increasing business value and readiness for all three legs of the owner stool. We will cover how you can help your clients get a good start towards their goals. After this session, attendees will be better equipped to help business owners understand their business’ attractiveness and readiness, as well as personal readiness, and build prioritized action plans.
- What is Value Acceleration
- Understanding the Discover gate
- Triggering Event Engagement aka Value Assessment
- Setting Priorities for the Owner
- How Your Practice Fits into the Process
About the Presenters:
Hear from industry Andy Bianco, CPA, MT, Shareholder, Holsinger, PC, Lou Colella, CPA/PFS, CFP, CEPA, Managing Director, Business Growth and Transitions Team, JFS Wealth Advisors, Al Lorenzi, CEPA, Principal and Co-Founder, LRM Group, and Sean Gibbon, CPA/PFS, CFP, CEPA, Wealth Advisor, JFS Wealth Advisors, as Moderator.
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.
Meet Louis Colella:
Joining the JFS team in early 2015, Lou brings over 38 years of experience helping entrepreneurs and business owners increase and manage their wealth, both in their businesses and in their other portfolios. Lou possesses extensive knowledge of investment management, wealth and estate planning, and small business consulting, especially in the business growth and transitions/exit planning areas.
In addition to holding CPA/PFS and CFP® credentials, Lou holds the Certified Exit Planning Advisor (CEPA) designation from the Exit Planning Institute, designed specifically for business advisors who work closely with owners of privately held companies in the areas of growing and managing business value, and planning transitions and monetizing events. CEPAs help business owners understand the current and future value of their business, both tangible and intangible, and which exit options best align with their business, personal and financial goals. The CEPA program is a widely accepted and endorsed professional exit planning program administered through the Exit Planning Institute.
A 1985 graduate of Youngstown State University, Lou earned a bachelor’s degree in Accounting and earned his CERTIFIED PUBLIC ACCOUNTANT certification and Personal Financial Planning Specialist designation through the American Institute of Certified Public Accountants. In addition, he has earned, the CERTIFIED FINANCIAL PLANNER™ certification.
Prior to joining JFS, Lou launched and led a family office in Akron, OH, worked in the CPA / public accounting industry and held senior financial management positions with several private firms.
In his free time, you might find Lou in the outdoors, fishing, golfing, hiking in nature, or spending time with family and friends.