The Business Owners Forum provides both advisors and owners with a look at the future of exit planning. Discover why proper exit planning is important for not only your future success, but the success of your business as well.
This event helps to connect the dots, showcase your firm as the go-to in the market, and helps foster a collaborative environment for owners to get the information they need to trigger action in their businesses.
Attendees will hear expert sessions from two keynote speakers and an award-winning producer.
Learning Objectives:
- Discuss the future of exit planning from the advisor and owner perspective
- Understand the importance of incorporating experiences, people, and innovation into your practice
- Highlight how your firm can flourish with the addition of a collaborative exit planning team.
Time:
- 9:00 – 9:30: Registration & Breakfast
- 9:30 – 9:45: Introductions
- 9:45 – 10:25: Dr. Fred Johnson Keynote
- 10:25 – 11:00: Wendy Federman, interviewed by Mark Kravietz
- 11:00 – 11:15: Break
- 11:15 – 11:45: Tom Jaklitsch Keynote
- 11:45 – 11:50: Closing Remarks
Thank you to our Sponsors
Event Location
Event Details
Who Should Attend?
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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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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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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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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.
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 PRESENTERS
MARK KRAVIETZ, CIMA, CFP, CEPA
Managing Partner, Founder and President of the EPI Greater New York Chapter
Meet Mark Kravietz:
Mark Kravietz is the Managing Partner and Founder of ALINE Wealth. Mark offers financial solutions with a decidely human touch. He brings a consummate investment acumen to the full range of clients’ challenges, supplemented by considerable insight in exit strategy. His knowledge of financial, investment and exit planning has helped clients through difficult economic and market cycles. “I also help clients every step of the way in their success,” he says, “from building it to sharing it with their loves ones when that time comes.”
Mark holds the Certified Financial Planner (CFP®) designation, as well as the Certified Investment Management Analyst (CIMA®) designation from the Wharton School of Business. He specializes in exit planning and achieved the prestigious accreditation of Certified Exit Planning Advisor (CEPA®) from the University of Chicago’s Booth Business School. He is a founding member and President of the New York Chapter of the Exit Planning Institute (EPI). Mark has been recognized for efforts in exit planning – he was recieved EPI’s 2016 Leader of the Year award at the Exit Planning Institute’s International Conference and was honored in 2014 with the Excellence in Planning and Volunteer of the Year Award.
Mark was named among the top wealth advisors in New York State from 2019-2022 by Forbes Magazine. He was selected by the Long Island Business News (LIBN) as a 2021 Business and Finance Award winner. Mark was recoginzed by Dan’s Papers on the 2021 PowerList of the East End. He has been the subject of articles in a variety of publications and has made radio appearances. mark also has a podcast about how to successfully exit your business called, “Find Your Exit” and a video series called “Coffee with Krav.” He was a featured presenter at the 2021 PodFest Global Summit.
Mark has been on the National Investment Committee for the American Heart Association. He is a founding board member of the LI Alliance of Mergers & Acquistions Advisors (AM&AA), a member of the New York State Society of CPAs. Mark is a founding member of Registered Player Financial Advisors of the National Football Players Association (NFLPA).
In addition to being a loyal husband and father, Mark believes in giving back to the community. He is currently a board member for the Long Island American Heart Association and is a former member of the Board of Trustees for Portledge School, as well as a fundraiser for the National Breast and Prostate Cancer Research Association, Make-A-Wish Foundation, and the Ronald McDonald House.
DR. FRED JOHNSON
Chief Executive Officer and Founder of InitiativeOne
Meet Fred Johnson:
Dr. Johnson is the results-driven Chief Executive Officer and Founder of InitiativeOne. He has developed and implemented proprietary processes that create cultural change within corporate and organizational environments by focusing on improving the behaviors of key leaders. Implementation of these processes results in verifiable improvement in morale, productivity, profitability, and efficiency. In a world of fast paced change, leaders need to internalize principles that enable nimble adaptation and effective response to multiple scenarios. Dr. Johnson aids leaders in obtaining a heightened knowledge and practical skills, such as decision-making and problem solving, to elevate their leadership abilities in order to be effective as an individual and as a part of a team. Dr. Johnson is a nationally recognized expert in the implications of the interaction of different generations and their own unique needs as they relate to the corporate environment. He is co-author of the book Is Everyone On the Boat? and The Reality of Change and is a sought-after speaker for business conferences and corporate seminars. He has taught leadership and organizational principles to senior executives of Fortune 100 companies, and is passionate about sharing his message with organizations throughout the United States. Dr. Johnson is a catalyst for deep transformation that encompasses the whole person. What emerges is a heightened sense of identity coming from who you are rather than what you do. Clients consistently note the impact that Dr. Johnson has made on their personal and corporate leadership journeys. He is passionate about guiding change in the lives of those who play integral roles in the workplace.
WENDY FEDERMAN
Thirteen-time Tony Award Winner
Meet Wendy Federman:
Wendy Federman is a thirteen-time Tony Award-winning theatre and film producer. She has also received two Olivier Awards, eleven Drama Desk Awards, nineteen Outer Critics Circle Awards, eighteen Drama League Awards, and three GLADD Media Awards for many of her over ninety co-productions. Her current and upcoming shows on and off-Broadway, on US National Tour, and in London & Australia include Company, Dear Evan Hansen, Hadestown, To Kill a Mockingbird, Ain’t Too Proud-The Life and Times of the Temptations, Beetlejuice, Moulin Rouge!, Jagged Little Pill, Tina: The Tina Turner Musical, The Minutes, Sing Street, Get Up, Stand Up! The Bob Marley Musical, Funny Girl, The Play That Goes Wrong, Little Shop of Horrors, The Piano Lesson, and The Devil Wears Prada Musical. Wendy produced the film WAKEFIELD starring Bryan Cranston and Jennifer Garner and is an Executive Producer on the upcoming film LILLY, starring Patricia Clarkson as equal pay advocate Lilly Ledbetter. Wendy is a 2019 Recipient of the Ellis Island Medal of Honor and is also a former Board Member of the Kennedy Center’s National Committee for the Performing Arts, MCC Theater, and the Bergen Performing Arts Center. Wendy is a significant supporter/co-producer of the Museum of Broadway, the first permanent museum dedicated to Broadway. For more information on Wendy and all things Broadway, please visit:
TOM JAKLITSCH
Co-Founder and CTO of Order
Meet Tom Jaklitsch:
Tom Jaklitsch began his journey to found the fintech startup Order after working at an accelerator in high school. He designed the first few years of his college experience to prepare him for starting the company, which he launched in 2016 with his co-founder Zach Garippa as part of Entrepreneur’s Roundtable Accelerator at 20 years old. Today, Order has 150 employees and has raised of $50mm from prominent VCs, is valued at over $150mm, and services hundreds of millions of dollars of business spending annually. In this talk, he detailed how he approached preparing for entrepreneurship, hard lessons learned with rapid fundraising and product development, and a few keys to Order’s continuous 200-300% annual growth and industry leading 200+% net dollar retention.