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Conflict typically carries a negative connotation. But why? We have oodles of evidence that conflict creates division. We pull from our earliest childhood experiences when we defined conflict based on heated arguments of our loved ones. As adults, we label military battles as conflicts. And our current culture has created engagement around conflict. All this drives us to assume there’s something sinister behind conflict and we hold on to our need to win – at all costs!
Join this conversation, open your mind to the possibilities. See how conflict can move us forward instead of burying us in a hole.
Learning Objectives:
- Benefits of Conflict
- Process for Approaching Conflict
- Increased Comfort with Conflict
About the Presenter:
Learn from industry expert, Kelly Cousineau, Coach at Conquer Change Coaching.
Thank you to our Sponsors
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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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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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Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
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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
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.
Meet Kelly Cousineau:
For over 20 years, Kelly provided training and consulting services to corporations, primarily strategic planning and business process improvement. Over and over she noticed that people often know what they should do, but they have hidden obstacles that keep them from moving forward. This was the impetus for her transition into coaching.
Kelly works with leaders to address the unique challenges they face while building their businesses. She partners with them to overcome the obstacles that get in their way. As their coach, she pushes them forward when needed and always encourages their progress. Kelly has worked with leaders and their teams in many industries, such as: Manufacturing, Food Production, Hospitality, Financial Planning, Marketing & Promotion, Construction Management, Health Care, Non-Profit Services, Ministries, and Churches.
Kelly’s educational background is Aeronautical Engineering and Computer Science, and she enjoys the occasional reference to her as a Rocket Scientist. While these functional disciplines aren’t a core part of her services, she relies on the fundamentals to quickly understand nuances of her clients’ businesses.