This action-oriented session promises to empower advisors to take proactive steps in enhancing the value of their clients' businesses. Additionally, this webinar will serve as a great preview of the sessions Capitaliz will be hosting at the EPI Summit on May 4-6, offering attendees a glimpse into the valuable insights and discussions to come. Jared will share conversation and client engagement strategies that leverage your transferable skills and exit planning knowledge. Participants will learn how to effectively identify triggering events, conduct business valuations, perform planning assessments, and create prioritized action plans. Additionally, Jared will illustrate how the Capitaliz platform aligns seamlessly with the Value Acceleration Methodology, providing actionable strategies that can make an immediate impact on your planning practice.
Learning Objectives:
- Understand Risk Mitigation Strategies: Learn how to identify and address operational, financial, legal, and personal risks that can impact business value during the Prepare Gate.
- Conduct Comprehensive Assessments: Gain insights into analyzing business operations to uncover strengths, weaknesses, and vulnerabilities, and develop effective strategies for improvement.
- Integrate Personal Financial Planning: Discover the importance of evaluating an owner's personal financial situation to ensure a seamless transition upon exit and identify necessary adjustments.
- Implement Actionable Steps: Transition from data gathering to concrete actions by exploring effective techniques for implementing changes and mitigating identified risks.
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
Jared Johnson joined Capitaliz in February 2024 as the President of North America, bringing a wealth of experience in exit and succession planning and executive leadership. Prior to joining Capitaliz, Jared served as CEO of the Business Enterprise Institute (BEI), where he built resources and tools for advisors, increased membership, and expanded advocacy for exit planning. During his tenure, Johnson successfully transformed BEI into a premier content and resource hub, catering to advisors and exit planners in the United States and Canada. Before joining BEI, Jared held strategic roles at Convergys, Citibank, and AOL.
