Join us for an interactive, hands-on workshop where we will work through the process of designing an exit plan for a real business owner. This is not a sit-back-and-listen presentation — it’s an opportunity to collaborate with fellow advisors, share ideas, and sharpen your skills in real time. Come ready to roll up your sleeves, think strategically, and gain practical insights into the challenges and opportunities involved in preparing a business for a successful transition or sale. Whether you’re experienced in exit planning or looking to deepen your expertise, this session will provide valuable perspective, meaningful discussion, and actionable takeaways you can apply with your own clients.
Learning Objectives:
- Collaborate with fellow advisors and sharpen your skills
- Practice strategic thinking and planning
- Engage in meaningful discussion and deepen your expertise
About the Presenters:
Hear from industry experts Scott Cunningham and Rick Krebs.
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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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
-
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.
ABOUT THE PRESENTER
Meet Rick Krebs:
M&A (Mergers and Acquisitions) Professional, CPA (Certified Public Accountant), CEPA (Certified Exit Planning Advisor), “Business Sale” Tax Strategist, Head of the M&A division of Business Sales Group since 2010. Business Sales Group was awarded as the Best Mergers & Acquisitions Firm in the Western United States by Acquisitions International in 2021. Having sold over 60 companies nationwide, Rick is an expert in sale-side advisory services. Rick’s specialty is selling lower mid-market companies with high growth potential and ample runway with annual sales between $1 million-$30 million. Rick is a “deal guy” who carefully maneuvers through the “sticky” parts of a transaction to accomplish the Seller’s objectives.
Bestselling author of: Sell Your Business By Design, Not By Default.
Forbes quoted Rick as an expert in selling businesses.
www.forbes.com/sites/cherylsnappconner/2015/04/10/are-you-selling-a-business-read-this-first
Business Valuation Expert and owner of My Biz Value. Rick has valued hundreds of businesses nationwide, Rick is an expert in valuing all types of businesses. He has access to multiple national databases of comparable business sales which are used in the Valuation Reports. His business sales experience lends itself well to correctly valuing businesses.
With over 30 years of experience, Scott specializes in wealth management for individuals, families, retirees, business owners, executives, and non-profits. He offers a comprehensive approach to investment management, retirement planning, and tax planning strategies and creates personalized plans tailored to your past, present, and future financial goals to help you look at the possibilities. Scott’s holistic solutions are designed to maximize income and provide the financial flexibility you need. He is committed to providing independent, objective, and cost-effective advice.