Life can throw many “curves” in an owner’s professional and personal life as we have witnessed with a pandemic, loss of a major client, a death, or even divorce. Any major disruption can have a tremendous effect and impact on their performance in an operation of the business. Guidance from trusted advisors to prepare exiting business in the first place could head off common issues to make a world of difference.
Learning Objectives:
Learn the steps involved in de-risking a business
Learn the importance and use of business continuity plans
Understand how to incorporate de-risking into client conversations
Learn the tools available to make the process easier
About the Presenters:
Learn from industry experts Zachary T. Nohre, Nohre CPA & Consultants, Dan Huber, Transworld Business Advisors of MN, Troy Noor, CFP®, CFA, Boulevard Wealth, and Robert Morse, Midcounty Bank, as moderator.
This meeting will be held at MN Society of CPAs and Virtually via Zoom.
Address:1650 W 82nd, Suite 600, Bloomington, MN 55431
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.EPITwinCities.org.
Zach began his career with Grant Thornton in Boston after graduating from the University of St.Thomas in 2016. While at Grant Thornton, Zach was a senior accountant in the tax practice with a primary focus on hedge funds, private equity funds, and operating partnerships. Zach will be joining the insurance, and manufacturing & distribution teams at Nohre & Co. with an uncompromising approach of providing the highest level of client service possible.
Education:
Zach earned his Bachelor of Arts in Business Administration with an emphasis in Accounting, summa cum laude in 2015, and his Master of Science in Accountancy from the University of St. Thomas
Troy A. Noor, CFP®, CFA is the Executive Director of Boulevard Wealth Management and has been in the financial advisory business since 1996. Boulevard does team-strategic financial planning stewarding the financial resources of their clients to help them maintain their financial independence and security and leave a legacy of which they can be proud.
Noor holds a B.S. in International Business and is also a CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Analyst. He is a member of Kingdom Advisors and the CFA Institute and serves on the Board of the Eden Prairie Chamber of Commerce and is a Thrive Community Leader for Eden Prairie through Ambassadors for Business.
Troy is passionate about helping families faithfully steward their financial resources and particularly enjoys working with executives on equity compensation and business owners on establishing, growing, and preserving the value of their businesses.
For a copy of Troy’s Advisory Brochure (ADV2B), visit www.boulevardwealth.com/noor
To schedule meeting time with Troy, visit: calendly.com/troynoor
Focusing on what matters most. Long time Clients tell me that I’m not your “typical” Banker. I treat each client like they are my most important and not just another number, I actively search for different options to get things done, I take personal ownership of my clients’ experience to provide common sense consultation approaches to grow their businesses and themselves. You will find that I’m easy to do business with, Compassionate, honest, ethical and fair, persistent and honest, and return my calls, emails and texts promptly.
Specialties: * Passionate about Business Account Development * Growth of Small Business and Community Lending * Superior Relationship Management * Problem Solving & growing community through involvement * Owner occupied and Investment Real Estate * Commercial Banking * Lines of Credit * Business Acquisition Financing * Construction * SBA lending * Participation Lending for any business structure * Cash Management
I care about the whole person and your family. Experience includes 20+ years in banking with flexible and out of the box creative solutions to expand profitability and exit strategy. I can ask tough questions but know I don’t win without you first winning!
Experience
Midcountry Bank
VP Senior Community Business Banking
Dates Employed Jan 2013 – Present
Senior Community Business Banker for the foundation of small and medium businesses within the metro area. Specialize in gathering information and problem solving for lending and daily banking needs as business entrepreneurs attain growth goals. These include all facets of tools for conventional, SBA, participation and individual strategies to develop a road map to success within the personal goals set by the individual. Complete and maintain required regulatory monitoring, presented sales training and perform additional BDO activities.
WBL Area Educational Foundation
VP Development and Board of Director
Dates Employed Sep 2013 – Present
Education Foundation supports and enhances the White Bear Lake School District #624 with innovative support of the students and teachers with various grants and fundraising activities with various endowments touching both internal and external capabilities. Innovations include creation of a Writing Center, IB, School Orchestra, support of a student run specialty coffee business, and adding Environmental Studies. The Foundation has created programs to support students in need such as The Closet and Holiday Angels. This can make a difference in student life direction.
Vadnais Heights Economic Development Corporation
Member Board of Directors
Dates Employed Nov 2012 – Present
The VHEDC is a private, non-profit organization established to further economic development in the City of Vadnais Heights, MN and surrounding areas. Established relations with partner organizations and Century College, piloted a college Internship Program with area businesses, Grow MN, and workforce initiative with community business, District 624 and Post Secondary Education.
Ramsey County WIB
Ramsey County Past Youth Council Chair and Present Member
Dates Employed Aug 2011 – Present
Youth Council Chair of an official board of City of St Paul and Ramsey County representatives Aug 2011 – Dec 2013 as part of the Ramsey County WIB focused on workforce development for local youth. Primary focus on growth of Youth Internships in partnership with the Business Community, and extending existing Youth Service partnerships toward suburban Ramsey County.
White Bear Lake Rotary Club
Past President Rotary and Present Rotarian
Dates Employed Aug 2004 – Present
Past President of Rotary Club of WBL 2009-10 of 82 member club very active in community, vocational and international projects in the White Bear Area and around the globe. Present Rotarian on Community Service and International Committees
Implementing the CEPA Playbook
This three-module course is an expansion of the playbook and introductory call by the Exit Planning Institute that instructs advisors on the first 120-days post-CEPA program. Together with the creator of the playbook, President of EPI Scott Snider, the attendee will lay the foundation for implementing the training, tools, and knowledge into their practice as either a chargeable service, marketing strategy, or both.
Platform:EPI Academy
Style:Online / Self-Paced
CEPA Exam Prep Course
The CEPA Exam Prep Course is a recommended add-on course produced by the creators of the CEPA exam and is intended to fully prepare candidates to successfully pass their test with ease. Strengthen your knowledge of exit planning core concepts and expand your opportunities by receiving additional and exclusive insights from your CEPA faculty, along with your own study guide and sample test questions.
This course allows you to focus in on key areas prior to the start of your CEPA program and includes:
Course walkthrough, core concepts to know, test tips, and Q&A.
Both a physical and digital version of the CEPA Exam Prep Guide.
Already registered for CEPA, but still want to add on the Exam-Prep Course? Get it here.
