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Have your clients ever said, "I'm not concerned about having a concentration of customers","Private Equity is the devil","I'm too small to do an ESOP", etc.? There are some trends that many business owners believe are true, that we need to help them overcome. Hear from a top EPI expert on what he has experienced helping owners exit their business and the misconceptions that they often believe about the process.
Learning Objectives:
- Network with advisors that help owners successfully exit their business.
- Learn about ways to help your business owner clients achieve the best results when planning for their exit.
- Learn best practices that owners can implement that will prevent them leaving money on the table when they exit.
About the Presenter:
Hear from industry expert, Steve Sprindis, Managing Director, Waypoint Private Capital.
Event Location
Event Details
Virtual Location: Zoom
Who Should Attend?
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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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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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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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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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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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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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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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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 Steven G. Sprindis:
Steve is a Managing Director of Waypoint Private Capital, Inc. with over 25 years of financial advisory, private equity, investment management, and executive management experience. He has worked extensively with middle-market and early-stage companies as an executive, investor, and intermediary. Steve’s significant investment banking experience has always been focused on mergers and acquisitions, private placements of equity, and debt financings for privately owned companies. His transactional experience is complemented by operational roles as Chief Financial Officer for the Noel Group, Compass Properties, Merchant Direct, and numerous CFO consulting clients.
Steve’s 25+ year career highlights include:
- Advanced degrees in Accounting and Finance
- Backgrounds in Investment Banking, Private Equity, C-Level Operations
- Chartered Financial Analyst (CFA) designation
- Series 24, 63, 79, and 82 securities exams passed
- Registered Broker Dealer, Member of FINRA | SIPC
- 100+ transactions and $1.0bn in value
Steve earned an MBA from the University of Chicago, a BBA degree in Finance from the University of Wisconsin, and the CFA designation. Steve is a member of the CFA Institute and is on the leadership team for the Wisconsin Chapter of the Exit Planning Institute.