Join REAG’s Todd Torquato and Jaclyn Ring to discover how REAG’s newly launched CEPA portal can become an essential resource in exit planning. Todd and Jaclyn will explore the vital role of strategic information gathering and demonstrate how integrating an investment bank early in the process can elevate the services CEPAs offer to business owner clients. Know the right questions to ask and when to ask them to enhance your advisory capabilities and drive successful outcomes in your exit planning endeavors.
Learning Objectives:
- Understand the Importance of Strategic Information Gathering: Learn how precise information collection impacts the exit planning process and the outcomes for business owners.
- Explore the Benefits of the CEPA Portal: Discover the features and resources available on REAG's CEPA portal and how it can serve as a crucial tool in enhancing your exit planning practice.
- Leverage Investment Banking Expertise: Gain insights into how partnering with an investment bank can provide added value in the structuring and execution of exit strategies.
- Enhance Advisory Capabilities: Learn how to utilize the tools and insights from the CEPA portal to improve your advisory services and better support your clients' needs.
- Drive Successful Exit Outcomes: Explore strategies and practices that can help you guide business owners towards successful and profitable exit outcomes.
Event Details
Who Should Attend?
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Attorneys
You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.
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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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Investment Bankers
Only 2 of every 10 businesses that come to market actually sell. Learn how exit planning can bring attractive AND ready business to your purview.
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Estate Planners
Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.
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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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Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
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Commercial Lenders
One of the best relationships a business owner makes is with their banker. How can you help your corporate clients think about the future and ensure financial continuity? Answer: exit planning.
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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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Family Business Advisors
More than 50% of lower middle market business owners would prefer to transition to the next generation. Help them succeed with exit planning strategies.
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Private Business Owners
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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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Members of Family Business Boards
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Professional Advisors
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Business Consultants
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Other Business Professionals
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
Mrs. Ring joined REAG in 2013 and has 10 years of mergers and acquisitions experience. She is responsible for the execution of buy-side and sell-side transactions. Mrs. Ring is an active member of the M&A Source earning the prestigious CM&AP designation in 2020. She is a member of the Pittsburgh Chapter of the Association for Corporate Growth and an active participant in the ACG Women's Network. She was elected to the M&A Source Board of Governors in 2023 and serves as the sponsorship chair. Prior to joining REAG, Mrs. Ring worked in the front office of the Pittsburgh Pirates, where she had a proven track record of client service, satisfaction, and retention.