BECOME THE ADVISOR THE OWNER CANNOT LIVE WITHOUT: MAPPING THEIR JOURNEY TO A SUCCESSFUL EXIT
Here's the dilemma: Most Financial Advisors (FA's) want to be intimately involved in the exit journey with their business owner clients because they invested heavily in educating and supporting their client's exit journey. However, the typical FA does not have the bandwidth, passion, or knowledge to manage the exit process in the detail required to serve the client well. That puts the client/owner relationship at risk if not handled properly. What's the solution? A decision-making model for FAs to help you guide your client along the exit journey so you can execute a strategy that creates a win-win scenario for both of you.
Learning Objectives:
You will…
- Gain clarity on the barriers to FA’s guiding the exit journey with their owner clients. Get honest with yourself.
- Learn what your options are in each of the three gates of the VAM. Get clear on your role.
- Adopt a “Decision Tree” to guide you with the optimal way to help your clients exit successfully. Get empowered to make the right decision.
- Receive concrete, actionable steps to map out your approach to owner clients. Get equipped to succeed.
- Discover how EOS is a premier tool for navigating the “Prepare Gate.” Get great partners.
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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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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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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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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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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Members of Family Business Boards
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Professional Advisors
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Business Consultants
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Other Business Professionals
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Business Owners
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Business Owners & Their Trusted 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
Todd spent 17 years in pastoral ministry, starting two churches (OH, NC). In 2008, he purchased a business and then pivoted to become an independent financial advisor. He went on to create a multi-advisor financial firm. After hiring an EOS Implementer in ‘17-18 to scale his firm, he felt its value. With EOS, his firm grew AUM from $40 million to $80 million in 4 years. Upon his exit (Strategic sale) from his firm in 2023, he believed the best way to impact owners was as an EOS Implementer & CEPA Exit Planning Coach.
