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. Thank You to Our Sponsor:  

Business owners overestimate the value of their business and underestimate the financial amount they will need to post sale to live for the rest of their lives. Holistic financial planning as practiced by Legacy Planning Exit Planning team helps the business owner prepare to close those gaps. We recommend every business start with a valuation. This is our opportunity to introduce an M&A expert. We also recommend business coaching to help remove the owner from the center of control and make sure there is a leadership and management team in place that can drive business success. We also interview the owner’s accountant and attorney to make sure they are up to the job. Basically, this professionalizes the operations of the business. And on the personal side we follow an approach that leads to “risk” management and projections of wealth needed to maintain lifestyle post sale for the rest of the owner and spouse lifetimes. As a result, we cover Estate Plan, Business Agreements, Property Risks, Emergency Management Plan and liquidity needs. Learning Objectives: How to begin a conversation that leads to an engagement Technology and techniques utilized in the engagement How to maintain control of the engagement Using holistic financial planning to answer the questions, “Keep” or “Sell” Thank You to Our Sponsor:  

CEPAs should consider PE as an exit option for smaller businesses: On the one hand: PE is moving down the market, looking to buy smaller companies, and sees direct deal sourcing as a competitive advantage. But on the other hand: PE firms are not staffed to deal with a high volume of small unprepared businesses. And many businesses in the lower end of the market are not only unprepared for, but also unaware of Private Equity as an exit option. CEPAs are perfectly equipped to create substantial value for both business owners and PE investors: Educate business owners about PE Assess businesses’ fit and prepare them for a PE transaction Help overcome common challenges in PE deals Learning Objectives: The composition of the Private Equity market, its various acquisition criteria and exit options Situations that lend themselves best to a PE exit Common challenges in PE deals and how to overcome them Thank You to Our Sponsor:  

The B2B payments landscape is undergoing a seismic shift as B2C trends centered around simplicity, ease of use, and convenience are being applied to the B2B market. Businesses have long suffered from an antiquated payment model involving numerous touchpoints, paper invoices and manual reconciliation. At the forefront of this shift is the introduction of buy-now-pay-later (BNPL) in the B2B market. We are still in the early innings of B2B BNPL, but the utilization numbers are staging. Join us for an overview of the market dynamics at play and learn numerous ways to harness the power of flexible financing to drive your own revenue growth and improve close rates as you seek to grow and/or exit your company in the year(s) ahead. Learning Objectives: History of the B2B payments landscape Introduction of BNPL to the B2C market and the opportunity it created for the B2B landscape Impact of offering flexible payment options (specifically BNPL) to B2B customers Examples of how customers have increased win rates and stickiness, expanded market share, and driven revenue growth Thank You to Our Sponsor:  

Businesses come in all shapes and sizes. The majority of businesses in North America are “main street” or “lower-middle market companies”. When you have a client who shares with you that they want to sell their business, but don’t have family, management, or employees to transition to, what are the options available to them, based on the factors, and how do you identify the right partners to work with them? The right transaction advisor/firm can depend on several factors: size of company, type of desired buyer, outreach strategy required, industry, region, structure of advisory firm, methodology of advisory firm, and more. Finding the right fit for your client and expanding your network come hand in hand. In this webinar we’ll review what questions to ask to quickly identify what type of advisor would fit the client’s needs, how to seek out these advisors and build meaningful relationships, how to differentiate between advisors and the resources available to your clients. We’ll play with several scenarios to demonstrate the variety of circumstances that may come up and have time for discussion around each topic. Learning Objectives: Understand the different brackets of sell-side service providers Quickly identify what bracket your client’s business falls into Learn the supports that are available for each bracket Thank You to Our Sponsor: