THE CHANGING LANDSCAPE OF SMALL BUSINESS: THE SELLER TSUNAMI

More than 50% of small and medium-sized businesses are owned by the baby boomer generation. During the next ten years, we will not just see a transfer of wealth unlike anything before, but also a transfer of entrepreneurship. The opportunity we are missing, however, is the cultural and technological shift that this Tsunami will create.

Learning Objectives:

In this keynote, we’ll explore:

  • What is the Seller Tsunami, the opportunities, and challenges it presents
  • How can we as entrepreneurs and consumers benefit
  • What kind of cultural changes may happen as well

Thank you to our Sponsors

Event Details

Date: Tuesday, April 11, 2023
Time: 1:00 pm - 2:00 pm Eastern Time
Where: Zoom
Cost: Free
EPI Hours: 1
Non-Member Registration

Who Should Attend?

  • 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.

  • Other Professional Advisors

    Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.

  • Professional Advisors

  • 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.

  • 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.

  • Attorneys

    You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.

  • 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.

  • Business Consultants

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