THE VALUE ACCELERATION METHDOLOGY PART 1: KEY CONCEPTS
Join us as we begin our 4-part journey through the Exit Planning Institute’s proven process, The Value Acceleration Methodology. In part 1, we will begin 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. We will progress through the various stages of a successful transition and where advisors can add more value to your clients. After this session, attendees will understand the process which helps business owners successfully grow, transition and exit their business.
- The Current Need (Background/Situation)
- The Challenge for Owners
- Why Exit Planning is Important
- Redefining Exit planning and the process
- The Business Opportunity for Advisors
- How Exit Planning Institute Helps
About the Presenter:
Hear from industry experts Sean Gibbon, CPA/PFS, CFP, CEPA, Wealth Advisor, JFS Wealth Advisors, and Lou Colella, CPA/PFS, CFP, CEPA, Managing Director, Business Growth and Transitions Team, JFS Wealth 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.
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.