EXIT PLANNING CASE STUDY: THE TRIGGERING EVENT ENGAGEMENT
Is Jim prepared to exit? Join chapter experts as they dive into the triggering event and lead a discussion on Jim’s personal goals, wealth gap, readiness, and more.
In this session, you will work through a hands-on case study to advance your exit planning acumen. Through this case study, you will collaborate with an interdisciplinary team of advisors to gain experience you can directly apply to your practice.
Learning Objectives:
- Define the wealth gap, the equation, and calculate Jim’s wealth gap
- Determine key players on an exit planning team
- Identify personal and financial readiness issues and questions to ask an owner
About the Presenters:
Learn from industry experts Julie Keyes, CEPA, Founder and President of KeyeStrategies, LLC and Dyanne Ross-Hanson, CEPA, CLU, CFP, CHFC, President – Exit Planning Strategies, LLC.
Thank you to our Sponsors
Event Details
Virtual Location: Zoom
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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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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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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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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Professional Advisors
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Members of Family Business Boards
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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.
ABOUT THE PRESENTERS
Meet Julie Keyes, CEPA:
KeyeStrategies is an advisory and public speaking firm, providing exit planning education and consulting to business owners of many sizes and types.
Julie Keyes is a national speaker, teacher and Certified Exit Planner. As a life-long entrepreneur, and faculty member for the Exit Planning Institute, she brings an uncommon set of skills and talent to every speaking and consulting engagement. Her mission with every client or audience is to unpack the mystery of Exit Planning, explain the process and provide a road map for succession. Her speaking engagements bring her across the country delivering her expertise to owner and adviser groups alike.
Meet Dyanne Ross-Hanson, CEPA, CLU, CFP, CHFC:
Dyanne Ross-Hanson CEPA, CLU, CFP, CHFC, is President of Exit Planning Strategies, LLC. A firm dedicated to offering business owners (industry generic) objective, fee-based, financial consulting in the development of intentional ownership transition plans.
She directs and inter-disciplinary process for owners and their advisory team to explore planning options, map realistic exit strategies, and develop an Action Checklist to accomplish the owner’s objectives.
She has an expertise in the areas of internal transitions, key employee incentive/retention plans, and business continuity. Her work is outcome agnostic and owner centric.
Dyanne is a founding member and serves as Secretary for the Twin Cities Metro Area EPI Chapter.