You won't want to miss this panel! Learn transition planning from experienced professionals, executives, and a business owner. Together they will share experiences hard earned from planned transitions and those that were not planned.
- Organizational composition considerations in today's workforce.
- Some examples of fractional executive and advisor resource models.
- Insights into the financial benefits of using a comprehensive fractional executive model.
- Discussion on how fractional executives strengthen exit planning strategy and results.
About the Presenters:
Hear from industry experts, Steve Yakesh, President of Versique, and Joe Reardon, VP of Versique. Learn more about below!
Thank you to our Sponsors
Who Should Attend?
You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.
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.
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.
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 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.
Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.
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.
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
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.
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.
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.
Private Business Owners
Members of Family Business Boards
Other Business Professionals
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.
WITHOUT A WELL-PLANNED LEADERSHIP TRANSITION - YOU ARE SCREWED!
Meet Joe Reardon:
Joe Reardon is a 20-year veteran of the finance and accounting industry, having held roles such as CFO and Controller. Over 15 years ago, Joe transitioned into the executive recruiting industry, with a focus on leadership and finance.
After leading Versique’s Finance and Accounting Direct Hire division for 8+ years, Joe has now has moved into Versique’s Executive Leadership Search practice where he focuses on matching high level executives with the right opportunities within forward thinking companies. His deep industry knowledge and experience have proven to be a valuable resource to his clients, ranging from large well-established corporations to entrepreneurial environments of a start-up, with an emphasis on privately-held, and in particular family-owned companies.
Joe is committed to developing long-term, value-based relationships with both his clients and candidates by aligning management styles and personality profiles best positioned for success within each unique culture of an organization. Every search Joe conducts is tailored and personalized for the unique situation of each client.
Meet Steve Yakesh:
As President, Direct Hire & Executive Search, Steve leads Versique’s award-winning permanent placement division with more than 20 years of experience. Additionally, he guides strategy for Versique’s twelve practice areas, including IT, HR, Finance & Accounting, Engineering & Operations, Sales, CPG, Digital Marketing, Executive Retained Search, Healthcare, Manufacturing, Family Owned and Demand Generation.
His diverse background and wide breadth of expertise add considerable value to Versique’s executive retained search team. Prior to Versique, Steve held numerous sales and marketing leadership roles and gained extensive experience inside both a global 50 and fortune 500 company.
With a background in sales and marketing, Steve brings a unique skill set to the team and understands there’s no room for error in the selection of critical roles like CEO. He has a natural aptitude for leadership, which was developed through roles at a variety of companies prior to joining Versique over fifteen years ago. Steve has spoken nationally to audiences ranging from business owners and leaders to agency recruiters on the topic of generating qualified candidates and leads, which has led to significant financial results for those in attendance as well as for the organizations he has recruited for.
Steve is a recruiting practitioner who intimately understands the industry and the issues facing each position he fills. Additionally, he has the expertise to identify which candidates are capable of effectively operating within each role and, equally as important, within the culture of each organization. Steve’s approach accounts for each candidates’ competencies, personality traits, motivating factors and the past experiences that make them a good fit for the role.