Join us as we continue our 4-part journey through the Exit Planning Institute’s proven process, The Value Acceleration Methodology. In part 4, we conclude 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. Annually, an owner must assess energy and runway for continued value creation and relative position in achievement of the master plan. This session will focus on the Decide Gate, exit options and opportunities, and the tradeoffs of those crucial decisions. We will also cover how to identify which transition / exit options may be more appropriate and the importance of teamwork all the way to the finish line. After this session, attendees will have a greater understanding of the final phase to coach owners to the culmination of their work.
Learning Objectives:
- What is Value Acceleration
- Understanding the Decide Gate
- How to decide: Grow or Exit?
- Exit Options
- How Your Practice Fits into the Process
About the Presenters:
Hear from industry experts Dan Zugell, ChFC, AEP, Senior Vice President, Business Transition Advisors, Mike Colella, Senior Vice President, Tri-State Capital Bank, Andy Bianco, CPA, MT, Shareholder, Holsinger, PC, Jim Carlisle, J.D., CExP, Partner, Dinsmore & Shohl LLP, and Michael Halperin, MBA, Certified EOS Implementer, EOS WorldWide, as Moderator.
A panel discussion will begin at 4:10 PM. Networking will follow at 5:00 PM.
Event Location
Event Details
Who Should Attend?
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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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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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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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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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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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Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
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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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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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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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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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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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Private Business Owners
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Business Consultants
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Members of Family Business Boards
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Professional Advisors
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Business Owners & Their Trusted Advisors
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Other Business Professionals
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Business Owners
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 PRESENTERS
Meet Jim Carlisle, J.D., CExP:
Jim is a business lawyer who has been practicing law for 32 years, proudly representing many significant business clients, serving as their outside general counsel, serving on boards of directors, and offering his judgment based on his experience related to important issues that clients encounter. Throughout the years, Jim has represented clients in connection with hundreds of complex domestic and international merger and acquisition transactions and hundreds of growth and exit plans.