Are your finances ready? Do you know how much you need out of the business to live out your financial dreams? Join us to uncover hidden financial pitfalls, learn from the mistakes of others, and gain the knowledge to build a robust financial plan that enables a smooth business transition. Discover strategies to bridge the wealth gap and position yourself for long-term success.
Learning Objectives:
- Understand the impact a wealth gap has on business transition options and opportunities
- Identify the common knowledge gaps, mistakes, and regrets when it comes to personal finances and business transition
- Learn how to financially prepare for and plan around the eventual business transition
About the Presenters:
Hear from industry experts, Sean Gibbon, Christine Pikutis-Musuneggi, Laura Vassamillet, and Kevin Renne
Event Location
Event Details
Who Should Attend?
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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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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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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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Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
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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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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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Private Business Owners
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Members of Family Business Boards
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Professional Advisors
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Business Consultants
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Other Business Professionals
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Business Owners
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Business Owners & Their Trusted Advisors
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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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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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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.
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
Joining the JFS team in 2017, Kevin K. Renne is a Partner and Wealth Advisor based in Pittsburgh, PA. With over 22 years of professional experience in wealth management, Kevin is committed to helping clients navigate their financial journeys by providing tailored solutions that address their individual needs. His approach emphasizes education, planning, and proper implementation to solve clients’ financial concerns, and help meet their goals.
Kevin holds a Bachelor of Arts in Business Management and Marketing from the University of Pittsburgh and an MBA from Penn State University. His experience is focused on planning and wealth management for high-net-worth (HNW) and ultra-high-net-worth (UHNW) families, as well as providing institutional asset management for pensions and non-profits. Kevin is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Exit Planning Advisor (CEPA®).
Kevin’s commitment to his profession and community is evident in his active involvement. He is a member of several professional organizations, including the Association for Corporate Growth (ACG) Pittsburgh and the Exit Planning Institute (EPI) Pittsburgh. He also served as Chair of the Mt. Lebanon Municipality Pension Investment Advisory Board from 2013 to 2019.
Outside of work, Kevin enjoys spending quality time with his wife and their three boys. He avidly supports youth athletics and has a passion for live music, and outdoor activities like golfing, skiing, hiking, and camping.
Christine Pikutis-Musuneggi, CRPC®, CLTC, LACP
Financial Planner
Phone: 412-341-2888, ext. 314
Text Only: 412-361-9399
Fax: 412-341-0725
Set an appointment on Christine’s online calendar.
Christine is the person clients count on to help them make informed financial decisions. She strategizes with clients from budgeting basics to milestone moments like building the dream home, exiting their business, planning for retirement, and creating their legacy.
A graduate of the University of Pittsburgh, she intended to pursue a passion for architecture, when firsthand experience sent her down the path of wanting to work with business owners on a successful transition.
Christine began her career in the financial services industry in 1998 as a licensed sales assistant, transitioning into operations and leadership while growing a part-time practice. To better serve her clients, she moved into private practice in 2009 and relocated to the family firm, The Musuneggi Financial Group thirteen years ago. Christine’s areas of expertise within the practice include Retirement and Investment Planning, Estate and Business Exit Planning, Insurance and Small Business Retirement Plans.
Deeply involved in the industry, she has served as an elected state leader of a national trade association for professional insurance and financial advisors. Servant leadership has honed her strategic planning, collaboration, and mentorship skills. But the highlight(s) of her involvement includes leadership master classes with (the late) General Colin Powell and Steven Covey along with opportunities to speak with members of Congress on Capitol Hill.
During her twenty-six-year path, she has been recognized by Advisor Today’s “Four Under Forty”, graduated from NAIFA’s ‘Leadership in Life Institute”, and received multiple National Quality Awards. This year will mark her tenth consecutive Five Star Wealth Manager award, listed in Pittsburgh Magazine. She achieved Million Dollar Round Table (MDRT) Court of the Table qualification, providing another resource to experience personal and professional growth. In 2023, she was honored with the 2022 Keystone Award by the National Association of Insurance and Financial Advisors of Pennsylvania (NAIFA-PA), which recognizes exemplary service and dedication to the financial services industry.
If you bump into Christine outside of the office, it’s probably while she’s on a trail. A dedicated runner, Christine loves the challenge of races like the Ragnar Relays…but her greatest challenge to date was the 2015 New York City Marathon. She and her husband Christopher enjoy their time in the Laurel Highlands of PA but make their permanent home south of Pittsburgh in McMurray.
Awards or recognition by unaffiliated parties are not indicative of investment success. Awards or recognition do not ensure that a client or prospective client will experience a higher level of performance. For more information on NAIFA-PA Keystone Award visit: https://pa.naifa.org/awards. For more information on MDRT Award visit https://www.mdrt.org/. For more information on Five Star Wealth Manager Award visit www.fivestarprofessional.com.
Laura Vassamillet is a managing director with Fifth Third Wealth Advisors, serving clients across the country. With over 30 years of financial industry experience, she advises and implements various wealth strategies for high-net-worth individuals and families. Prior to joining Fifth Third Wealth Advisors in 2024, Laura served as a senior wealth manager and wealth strategist for BNY Mellon Wealth Management. She has also held multiple roles with PNC Bank and National City Bank. Laura began her professional career as an attorney with the law firm of Tucker Arensberg, P.C.
