De-Risking Transferable Value

KENTUCKIANA VIRTUAL CHAPTER EVENT

De-Risking Transferable Value


Fact: owning a business is risky and often times it is the largest asset held by a business owner. How can you limit that risk, without limiting growth? Join us in a presentation by Kerry Pulliam who will discuss strategies to help business owners with risk awareness and how to avoid common threats to business, personal, and family wealth.

 

Learning Objectives

  • Understand the three levers to accelerate value in a business.
  • Find out the often overlooked asset held within the business that can account for as much as 48-96% of business value.
  • Learn the rarely discussed by widely available strategies to protect transferable value.

 

About the Presenters:

Learn from industry experts Kerry Pulliam, CEPA.

Meet the Presenters

Thank you to our sponsors:

 

This meeting will be held as a GoToWebinar.

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI 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.EPIKentuckiana.com.

About the Presenters


Kerry Pulliam

Kerry Pulliam

Meet Kerry Pulliam.

As a Director of Private Wealth at Gowers & Associates, Kerry Pulliam is a nationally top-ranked specialist providing comprehensive estate and insurance planning solutions for high net worth clients of bank and wirehouse financial advisors, independent financial planners, and property and casualty firms in Kentucky and Tennessee. He provides sophisticated, client-tailored, tax-efficient estate, asset protection, business succession and charitable planning strategies to the high net worth clientele of many highly regarded financial institutions in the United States. His responsibilities include face-to-face meetings with clients and their financial advisors to assess planning needs and objectives, analyze supplied data and develop strategies for plan implementation through client-selected providers.

As a Certified Financial Planner with over twenty years of high-end financial planning experience, Mr. Pulliam has provided advanced technical support to some of the nation’s top bank and wirehouse financial advisors, independent financial planners, and property and casualty insurance firms. His ability to cover the simple to the complex and to explain the complex simply has been instrumental in developing long term relationships with these advisors while also successfully implementing sophisticated strategies to protect personal and family wealth for some of the top business owners, family offices and sports/entertainment advisors globally. Mr. Pulliam is a frequent keynote speaker and has conducted numerous seminars and continuing education courses for clients, professional advisors and financial institutions. He has significant experience working with the sports and entertainment marketplace.


Continuing Education


This meeting qualifies for the following continuing education credits:

One (1) CPE hour (pending approval)

One (1) CFP hour (pending approval)

One (1) CEPA credit (pending approval)

 

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact the Exit Planning Institute.