DESIGNING A SMARTER EXIT: LEVERAGING REAL ESTATE TO ENHANCE BUSINESS SALE OUTCOMES
Planning for UHNW families requires a coordinated team of core advisors and specialized subject-matter experts, real estate among them. In addition to their operating businesses and investment portfolios, these families often hold complex real estate assets, ranging from income-producing rental properties and multifamily developments to commercial land and long-term development opportunities. When a family begins planning for a business exit, the real estate component becomes both a challenge and an opportunity. The portfolio must be analyzed not only for its current performance but also for how it can support the family’s post-sale strategy, tax efficiency, and long-term legacy goals. A smarter exit involves aligning the timing, structure, and utilization of real estate assets with the broader liquidity event. By doing so, families can unlock hidden value, reduce transactional friction, and position their holdings for generational wealth preservation.
Learning Objectives:
Real estate experts Jeff and Stephanie will review a few case studies and solutions for a variety of potential scenarios:
- When real estate was neglected in a sale.
- When real estate was worth more than the business itself.
- When real estate was sold separately from the business.
- When real estate was included in the sale of the business.
- When the business was sold, but the owner kept the real estate and leased it to the new owner.
About the Presenter:
Hear from industry experts Jeff Kim and Stephanie Gilezan.
Thank you to our Sponsors
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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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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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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
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Business Owners & Their Trusted 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.
ABOUT THE PRESENTER
Stephanie Gilezan: With over 25 years of experience across commercial real estate, land development, asset management, industrial properties, distressed assets, and hospitality, I bring a versatile and strategic perspective to every client engagement. Throughout my career, I’ve successfully executed more than 10,000 real estate and business transactions across the U.S. and internationally. Fueled by a passion for disrupting and improving the industry, I’ve dedicated my career to education, collaboration, and team building—leading a high-performing group that has achieved over $3 billion in transaction volume. My mission is to deliver exceptional results while redefining how real estate is transacted and managed.