Join Exit Planning Institute's Manager of Strategic Relationships, Josh Koza, as he interviews CEPAs from large national firms to understand how they utilize the CEPA credential in their practice.
This month, Josh sits down with Dax Seale, CEPA, CFP, CLU, and Managing Director at Seale Wealth Management of Raymond James. Dax will share how he incorporates his CEPA education into his work at Raymond James.
Learning Objectives:
- Gain a deeper understanding of how to incorporate Value Acceleration into your practice in a national firm.
- Learn how to navigate compliance departments when beginning your exit planning journey.
- Determine how your practice can grow as a result of the CEPA credential.
Thank you to our Sponsors
Event Details
Who Should Attend?
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CPAs/Accountants
Owners participating in the State of Owner Readiness research continue to indicate that you are the No. 1 "Most Trusted Advisor." You are a natural fit to lead the exit planning team and deepen your relationship (and retention) of next generation owners.
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Wealth Managers
You’re a skilled relationship person. Being entangled into your clients’ professional lives matters as you build a strategy to manage their wealth upon them harvesting it from their business. Exit planning allows you to build a deeper relationship with your client, expands your COI network, while giving you an early seat at table well before the liquidity event.
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Financial Advisors
One of the critical ‘legs of the stool’ is personal financing planning. An owner must have a strong financial plan & contingency plan post-transition to enable them to thrive in the next act of the lives personally and financially. Exit planning brings this future mindset into the present. Exit is now.
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Valuation Analysts
Valuation is both a billable engagement AND an opportunity to provide owners some perspective on how to accelerate value drivers (and deal with value killers). Use exit planning to make that valuation into a longer term value acceleration engagement.
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Strategic Consultants
One of the most critical roles in exit planning is building transferable value. Strategic consultants have the ability to expand options and drive rapid business value that affect performance today.
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Mergers & Acquisition Advisors
Proper exit planning causes less deals to fall through at the last minute. Connect with CEPAs to build your healthy deal flow network.
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Other Professional Advisors
Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.
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Private Business Owners
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Professional Advisors
EXIT PLANNING IS GOOD BUSINESS STRATEGY
The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.
ABOUT THE PRESENTER
Meet Dax Seale:
Dax has worked in financial services for over 25 years. After earning his B.A. Economics with a Concentration in Banking and Finance from the University of Texas at Austin, he began his career with ADP in Dallas. There he worked with over one hundred companies advising executives and business owners on HR cost control, tax reduction, and 401k plan strategies.
He joined forced with his wife Amber to form Seale Wealth Management and provide his clients with a complete wealth advisory experience. His passion is working with business owners and executives to align their personal, financial, and business goals to prepare them for a successful exit.
Business owners call Dax when they want help to optimize, and tax mitigate their transaction while implementing a financial plan for their next act in life. Additionally, he collaborates with various institutions to assist clients with growth capital and sell side advisory.
Professionally, Dax stays on the leading edge of professional education through memberships in the Exit Planning Exchange, Association for Corporate Growth, and the Dallas Estate Planning Council. Additionally, he attends Investment Banking, Family Office, Alternatives, and High Net Worth investment conferences around the country each year.
Personally, Dax stays busy with his three daughters' performances, sports, and occasional drama. When his schedule is his own, he likes to golf, fish, hunt, and fire up his BBQ smoker. Dax has been very active in the community and served on the Boards of the Park Cities YMCA and C.A.R.E. as well as on the Global Outreach and Dad's Advisory Committees of Highland Park UMC. As a member of the Salesmanship Club of Dallas, Dax works to raise money and support the Momentous Institute, a school focused on Social and Emotional Health. This is accomplished through the Club's chief fundraiser, the AT&T Byron Nelson, a PGA Tour Event.
