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
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
I am the Founder and President of Exit Factor, a business coaching and consulting franchise that helps entrepreneurs increase the profit and value of their businesses. Exit Factor clients increase their profit and free time while designing an exit that works for them, and achieve an average 56.7% increase in business value each year.
I have over a decade of experience in the M&A and exit planning industry, having overseen more than 1,500 exits professionally and personally completed 23 M&A transactions. My first book, Getting the Most for Selling Your Business, is a #1 Amazon bestseller in multiple categories, and my keynotes and workshops are sought after by business groups.
Personally, I have known my husband, Al, since we were 14 years old, and we've been in business together for pretty much our entire relationship. I am a boy and dog mom. I am originally from New Jersey (an avid Bruce Springsteen fan) but have lived in Florida, Colorado, and now call Texas home.
