Relaunch Event – Exit Planning Is Not What You Think

CHATTANOOGA CHAPTER EVENT

Relaunch Event - Exit Planning Is Not What You Think


Exit planning is the fastest growing marketplace within the financial and professional services industry, with the exit of millions of Baby Boomer business owners on the horizon totaling more than $10 trillion dollars in transferable wealth. This is your “$10 Trillion Dollar Opportunity!”

That said, the business community is changing, and like it or not, the need for a new kind of advisor has become undeniable. You can no longer view your relationships with your clients and prospects as transactional. You must become more than your deliverable, more than “a guy with the right answers.” In 2022 and beyond, you must do more than assess value. You must provide value.

In this session, you will learn how to help to change the outcome for business owners by identifying, protecting, building, harvesting, & managing business wealth.

 

Learning Objectives:

  • Review social and economic market dynamics in play.
  • Discuss challenges and opportunities and how to overcome them.
  • Introduce you to the Value Acceleration Methodology™.
  • Define the Exit Planning Ecosystem.
  • Introduce the various roles an advisor can play inside the Exit Planning Ecosystem.
  • Define the role of the “Advisor of the Future” inside the Exit Planning Ecosystem.

 

About the Presenter:

Learn from chapter president, Jeffrey Wiese, CFP, CEPA, Financial Advisor, UBS Financial Services, Inc.

Meet the Presenter

Thanks to our sponsor, this event is free!

 

 

This meeting will be held Virtually.

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Chattanooga Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPIChattanooga.org.

About the Presenter

Jeffrey Wiese, CFP, CEPA

Jeffrey Wiese, CFP, CEPA

Financial Advisor, UBS Financial Services, Inc.

Meet Jeffrey Wiese, CFP, CEPA:

As a Certified Financial Planner practitioner and a Certified Exit Planning Advisor, Jeffery focuses on all a aspects of wealth management through the a detailed financial planning process for clients of The Vantage Point Financial Group with UBS Financial Services, Inc.   Building on the his professional relationships and serving as the President of the Chattanooga Chapter of the Exit Planning Institute, Jeffery works closely with tax, estate and M&A attorneys, as well as CPAs to develop and implement sophisticated estate and tax planning strategies to minimize tax liabilities within the families of entrepreneurs, executives, and founders in the phase of upcoming liquidity events.  Furthermore, he leverages these partners to consult clients on philanthropic strategies commonly utilized to minimize tax liability in a year when an exit via M&A transaction, IPO, or other liquidity event occurs.

Jeffery’s personal interests includes cycling, climbing, and spending time outside with his wife and two children!  He is also an active supporter of the Ronald McDonald House in Chattanooga and the Good Shepard School on Lookout Mountain.