Forsyth Advisors, a Midwest based service provider, focuses on adding fractional, functional, focused and fact-based value to an organization through their supply chains. Our analysis focuses on high quality earnings improvements by leveraging client data to identify and execute profit improvement opportunities. This ranges from transactional purchasing costs to freight cost optimization, procurement organizational structure, and strategic sourcing. Our expertise can assist the EPI community and CEPA professionals in maximizing the return for their clients (and themselves).
Learning Objectives:
- Red/Yellow Flags that indicate latent profit improvement opportunities in supply chain
- Leveraging both Client-Data and activities with cost benchmarking to ensure costs are aligned and optimized
- Checklist for Value-Add components when preparing for exit: What does a Buyer want to see in a supply chain?
Event Details
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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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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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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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
Spencer Malcolm has been Principal at Forsyth Advisors since 2023. Prior to arriving, Spencer worked in a variety of capacities involving strategic sourcing, distribution, manufacturing, and service across industries including consumer products, OEM, paper/packaging and building products. In addition to supply chain optimization, Spencer focuses on operational strategy, continuous improvement development, and manufacturing implementation. Spencer graduated from Northwestern University with a Bachelor of Science in Mechanical Engineering where he was a varsity wrestler, earned an MSc in Biomechanical Engineering from the University of Edinburgh(UK), and an MBA from Northwestern’s Kellogg School of Management. Spencer is the 1996 Great British National Wrestling Champion.