Join the EPI Southeast Michigan Chapter on November 13th for the 3rd Annual Business Owner Forum!
Following the standing room only 2024 Business Owner Forum, the EPI Southeast Michigan Chapter is looking to elevate this experience even further in 2025! We will have expanded capacity allowing more attendees to benefit from the insights of an enhanced agenda this year…this includes the addition of more owner panels where the owners in the room can hear first-hand experiences of what worked, what was learned, etc. This event will also include the sought-after five TED Talk-inspired sessions that we have concluded with each of the last two years allowing all to gain inspiration and actionable takeaways.
A few items to note:
Business Owners: Several considerations have been made in the planning of this experience to create a comfortable environment for all. To name a few: no name tags will be provided, no filming or photographs other than the presentations, and professional advisors are required to attend with an owner.
Professional Advisors: Please note that attendance is limited to those who register with an owner. This is not an opportunity to meet new owners. You will be politely asked to leave if you try to solicit new business from attendees.
Don’t miss out – register by October 31st to secure your spot and be part of this can’t miss event!
Learning Objectives:
- Engage in dynamic discussions during owner panels moderated by industry experts, exploring real-world challenges and innovative solutions in business ownership.
- Extract actionable strategies and inspiration from five TED Talk-inspired sessions, covering a diverse range of topics pertinent to business growth and success.
- Foster collaboration and networking opportunities with fellow business owners and professional advisors to catalyze meaningful action and drive positive change within your business.
Thank you to our Sponsors
.png)
Event Details
Who Should Attend?
-
Attorneys
You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.
-
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.
-
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.
-
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.
-
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.
-
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.
-
Estate Planners
Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.
-
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.
-
Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
-
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.
-
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.
-
Other Professional Advisors
Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.
-
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.
-
Private Business Owners
-
Members of Family Business Boards
-
Professional Advisors
-
Business Consultants
-
Other Business Professionals
-
Business Owners
-
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.