Five Things Every Business Owner Must Know About Exit Planning 5-4-3-2-1
The process of growing a significant company takes time and can be complex. This whitepaper takes the Value Acceleration Methodology and breaks it into 5 easy concepts as we introduced as 5-4-3-2-1. Though easy to understand as a business owner, you may be sitting here still wondering “How do I implement this?” You may be motivated, perhaps even inspired to incorporate this info into your strategic plans to begin not only earning more net profit to the bottom line but building something of significance.
Learning Objectives:
Learning the 5 stages of Value Maturity: Identify, Protect, Build, Harvest, Manage
About the Presenters:
Learn from industry experts Corina Davis and Lucas Kartic.
EPI Chapters bring together a local community of professional advisors to collaborate, address unique needs and topics, develop best practices, build awareness, experience valuable professional continuing education, and build their COI network with like-minded individuals within the exit planning industry and related professions. Whether you are a CEPA member of EPI or not, all are welcome to attend. Join the next local chapter meeting or event in your area.
The EPI Washington 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.EPIWashington.com
Corina Davis is a Managing Director and Wealth Management Advisor at Merrill Lynch Wealth Management in Seattle, Washington. As the founder of The Davis Group, Corina purposefully built her team with the aim of providing business owners, corporate executives and multiple generations of families with the same high-quality wealth management that she would expect to receive as a client.
For more than two decades, Corina has brought empathy, humility, and technical insight to her relationships. Sensitive as well as seasoned, she places clients’ situations and aspirations at the core of her thoughtful and responsive process. With the belief that they deserve an uncommon level of personalized wealth management, Corina takes great satisfaction in her ability to help clients resolve problems, enhance clarity, simplify complexity, and identify needs they may not realize they have. Her passion stems from helping people circumvent pitfalls as they make steady progress toward their goals.
Corina began her financial services career at Bank of America Investment Services in 2000 and joined Merrill Lynch Wealth Management in 2003. Offering a refined skill set, Corina has attained a multitude of certifications in planning and retirement strategy, deepening her understanding of the key issues that clients may encounter. She continues to expand her knowledge base, completing professional education to stay apprised of the strategies and tactics that can potentially benefit her clients.
Corina is a CERTIFIED FINANCIAL PLANNERTM (CFP®) certificant. Additionally, she holds the Certified Private Wealth Advisor® (CPWA®), Certified Exit Planning Advisor (CEPA®), and Certified Plan Fiduciary Advisor (CPFA) designations. More important than the intellectual strength and knowledge that this education represents, the depth and breadth of her real-world experience helps Corina translate the complex principles of investing and finance into easily understood concepts.
Corina is honored to have received several industry accolades for her work throughout the years. She attributes this recognition to the deep commitment, capability, and dedication of her entire team:
Forbes “America’s Top Women Wealth Advisors” 2017-2021
Forbes “Best-In-State Wealth Advisors,” 2018-2021
Forbes “Top Next-Generation Wealth Advisors” 2019
Working Mother/SHOOK Research’s “Top Wealth Advisor Moms,” 2017-2021
Corina is a proud graduate of the University of Washington with a Bachelor’s degree in business and communications. She and her husband reside in north Seattle with their children. In addition to playing tennis, running, and spending time with her family, Corina is generous with her time. She is an active member of Seattle Children’s Legacy Advisors and a board member of the Washington Wine Industry Foundation—an organization providing grants and educational opportunities to wine growers and vintners. Corina also enjoys mentoring and educating women. She currently volunteers with Bank of America’s women’s network, is a board member of Girl’s Inc.—creating educational programs to help girls learn to value their whole selves, and a Leader for her daughter’s Girl Scout Troop.
Lucas graduated from Seattle Pacific University in 2010 and achieved his CPA in 2013. He has been a Turning Point team member since the company’s founding in 2009. Lucas’ specialty is developing and implementing the financial processes that produce accurate and timely information for clients. He helps clients think strategically, using financial data to best advantage, increasing profit and managing cash flow. He has been a part of multiple mergers and acquisitions, assisting clients on both the buy and sell sides, evaluating financial and operation structures. Lucas is currently President, Managing Partner at Turning Point Strategic Advisors the leading financial transformation consulting firm in the Northwest.
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.
