Business Risk: How Geo-Political Wars, Pandemics and Inflation are Changing Exit Planning Forever

GREATER PHILADELPHIA CHAPTER EVENT

Business Risk: How Geo-Political Wars, Pandemics and Inflation are Changing Exit Planning Forever


A global pandemic, rapid inflation, and geo-political tensions in Europe are examples of unforeseen business risks.  But risk has predictably loomed as a persistent feature of the modern economy.  It is in this context that award winning speaker and best-selling author Dr. Tom Deans explains how entrepreneurs can use risk to drive clarity in the creation, protection and ultimately the transfer of family wealth.

Many of Dr. Deans ideas are unconventional, and challenging to business owners. Be prepared to learn a new paradigm for business wealth transition based on the best practices of entrepreneurs who master risk in their journey toward their exit.

Learning Objectives:

  • Understand why concentrating your personal wealth in one business is both brilliant and innately risky.
  • Learn how to time your business exit by mastering one simple idea.
  • Understand why transitioning wealth is always easier than transitioning an operating business.
  • Learn how “new money” becomes “old money” one family conversation at a time.

 

About the Presenter:

Learn from industry expert Dr. Tom Deans PhD, Intergenerational Wealth Expert & Best-Selling Author, Every Family’s Business and Willing Wisdom.

Meet the Presenter

Thank you to our Sponsors:

 

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Greater Philadelphia 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.EPIPhilly.org

About the Presenter


Dr. Tom Deans

Dr. Tom Deans

Intergenerational Wealth Expert & Best-Selling Author, Every Family's Business and Willing Wisdom

Meet Tom Deans:

Dr. Tom Deans is the author or Every Family’s Business – the best-selling family business book of all-time, selected by the New York Times as one of the Top Ten Books Business Owners Should Read. With more than a million copies sold in more than 100 countries the book provides the framework for his public lectures and seminars. Having delivered more than 1000 speeches in 25 countries, his long-awaited sequel – Willing Wisdom was released to critical acclaim and is already an international best-seller. This book has already inspired an entertaining new digital tool called the Willing Wisdom Index – described as the Ultimate Estate Planning Checklist.

Both of Tom’s books deal with the intergenerational transition of family wealth. Like his books, his talks are unconventional and contrarian.

Previously, Deans was the CEO of a large multinational family business, has worked in banking and government relations, and has been the president of a railway. Tom has been featured in numerous magazines and journals including Profit, Money Sense, Inc., The Wall Street Journal, and The New York Times. A frequent guest on CNBC, Money Line, and BNN, Tom is a highly sought after international public speaker on succession planning, wealth management, and philanthropic giving. With his family selling businesses for more than $100 million, prepare to unlearn everything you thought you knew about business succession planning.

Deans earned a PhD from the University of Warwick in England.

His speeches aren’t just about money and clever tax plans. They’re about giving people the confidence and inspiration to transition more than just assets to family and community.