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Talent acquisition is a strong consideration in M&A deals. But retaining talent through growth and acquisition can be a major point of failure, especially for middle market businesses where a limited number of employees can have an outsized impact on the success of a company.
Join us to learn what strategies business owners can put in place to retain key employees before, during, and after a transaction.
Learning Objectives:
- What financial incentive structures should be considered while growing a company to retain employees
- How to identify key challenges with employee retention through the transaction process
- How to shape the transaction story to employees
- How to orchestrate the transaction event with employees
About the Presenters:
Learn from industry experts Rob Novick, Managing Director of Blue Pasture Advisors, and Stan Doida, Attorney at Doida Law.
Event Location
Event Details
Who Should Attend?
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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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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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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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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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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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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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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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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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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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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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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
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 Rob Novick:
Rob Novick has founded, scaled, and sold a national strategic consulting practice to private equity. And has been recognized twice by Inc. Magazine as one of America's fastest growing companies. Rob has provided insights to numerous Fortune 1000 companies. He the former Advisory CEO of European Roasterie (middle-market, family-owned coffee roaster). He also has an MBA from Yale School of Management, and a BS from the University of Denver.
Meet Stan Doida:
With both a J.D. and an M.B.A., Stan uses his unique dual expertise in business and all corporate legal areas - including securities, financing, mergers and acquisitions, entrepreneurial and start-up legal issues, venture capital, and contracts - to help his business clients get great service. Stan is passionate about working with serious entrepreneurs who are passionate about their businesses.
Before he founded Doida Law Group in 2012, Stan was an attorney at some of the largest and most prestigious law firms in Colorado. Stan merged his firm with Crow Legal in 2021 to form Doida Crow Legal, LLC. He continues to offer sophisticated and personalized legal services to his clients.
During the course of Stan's career, he has represented clients ranging from small private companies to large public companies in a wide array of industries, including technology, SaaS and internet services, biotechnology, financial services, construction, energy, and consumer and business-to-business products and services.