In this training session for the Exit Planning Institute, Jeff Ditsworth of TrueNorth Companies will provide a high-level overview of TrueNorth’s Risk Review Process, focusing on the three core areas of Corporate Risk Management, Financial Risk Management, and Human Capital Risk Management. This session will explore the critical steps businesses need to take to protect their current value before pursuing growth. Jeff will outline the top risk factors that commonly impact a company’s stability and sustainability and share actionable insights on mitigating these risks effectively. Ideal for professionals supporting business owners—financial planners, CPAs, attorneys, and M&A advisors—this session equips attendees with a foundational understanding of risk management essentials for business value preservation.
Learning Objectives:
- Understand the three core areas of risk management: Corporate, Financial, and Human Capital.
- Identify top risk factors affecting business stability and growth potential.
- Discover practical strategies to protect and maximize current business value.
- Explore methods to help business owners build resilience before growth initiatives.
- Gain insight into integrating risk management with value preservation and exit planning.
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
Jeff Ditsworth, a seasoned Certified Exit Planning Advisor, brings a remarkable 25 years of experience in guiding business owners to elevate their company's value and transition according to their vision. His expertise isn't just confined to traditional methods; it's enriched by a creative and forward-thinking approach to business succession planning. Jeff's extensive background has made him a dependable and respected authority in the field.
His expertise shines in educating business owners on innovative techniques to increase the value of their primary asset—their business. Jeff's distinctive, inventive strategies in business succession planning make him an indispensable consultant.
Jeff's firm, TrueNorth Companies, specializes in a holistic approach to risk management, encompassing Operational Risk Management, Human Capital Risk Management, and Financial Risk Management. This breadth of expertise positions him to partner effectively with various types of CEPAs, adding substantial value to their business owner clients in the risk management domain.
Moreover, Jeff excels in working collaboratively with teams of advisors for each business owner client. He has a wealth of experience in assembling effective teams and often plays a pivotal role in risk management. His ability to integrate seamlessly into diverse advisory teams underscores his adaptability and commitment to delivering comprehensive, client-focused solutions.
Beyond his advisory capabilities, Jeff's entrepreneurial journey with Pescador on the Fly, a company specializing in the manufacture and global distribution of high-quality fly rods, underlines his practical understanding of business challenges and opportunities, further enhancing his ability to provide nuanced and effective counsel to his clients.
