My Discovery Gate Journey – From Hesitant
to Excited

EXIT PLANNING INSTITUTE WEBINAR

My Discovery Gate Journey - From Hesitant to Excited

How do you master a triggering event? Are you prepared to move through the Discover Gate to build value in your business before you exit?

The Value Acceleration Methodology™ is your strategic framework for executing exit planning. It is the value management system that makes the timing of an exit irrelevant. Exit planning is laser-focused on what you can do right now to grow the value of the business and drive income. By focusing the approach on building a business with characteristics that drive value and integrating the owner’s personal and financial objectives into it now, there will be many options to exit on the owner’s timeline and terms.

In this webinar, Larry Weiss will share how his journey to becoming a CEPA impacted his trajectory as a business advisor and the importance of understanding the Triggering Event.

Learning Objectives:

How do I prepare for an exit planning client?
How do I conduct a Triggering Event?
What are my deliverables during the Discover Gate of the Value Acceleration Methodology?
Choreographing the Triggering Event.

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About the Presenter

Larry Weiss, CEPA, CPBA, CPA

President

Meet Larry Weiss:

Larry Weiss is committed to helping Dental Lab Owners be more successful and profitable while increasing their wealth, personal satisfaction, and free time.

Prior to Weiss Advisors, Larry has 30 years plus of C Level roles including controller, CFO, President, Regional Director of Operations, Director of Business Development, and member of M&A team. He is most proud of his success at Keller Dental Laboratory where he built an amazing team that grew to a National Competitor with almost 250 employees producing 1,000 custom manufactured prosthesis a day.

After graduating from the University of Missouri, Larry joined PWC and spent a short stint in Banking. In the last two years Larry was certified as an Exit Planner, Certified Professional Business Advisor, and Re-activated his CPA License.

Throughout his career he has presented at programs, conferences, and National meetings. Larry likes to be involved. He has served on the Cal Lab Board of Directors, National Association of Dental Laboratories Board of Directors, Board of Directors of the St. Louis Chapter of the Association for Corporate Growth, Mizzou Alumni Association, and Adjunct Faculty at St. Louis University School of Business in their Entrepreneurship program.

He is married with three grown children and six grandchildren. His hobbies include spending time with family, traveling, anything outside or on the water, and finding good food tours and microbreweries across the country.

Education – University of Missouri BSBA in Accounting

CPA(Ret) | Member of AICPA & MSCPA | CEPA | Member Exit Planning Institute

Certified Professional Business Advisor | Member Maus International Partner Program & The Institute of Advisors

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Contact us today