BRIDGING THE GAPS: HOW FOCAL POINT COACHES PARTNER WITH CEPAS TO ACCELERATE OWNER READINESS AND ENTERPRISE VALUE
Join fellow CEPA and Master Business Coach Todd Eppert for a powerful peer-to-peer conversation on how Focal Point Business Value and Transition Advisors can complement and enhance your exit planning practice.
Built on the foundation of the Exit Planning Institute’s Value Acceleration Methodology, this session explores how coaching can be the missing link in helping business owners actually implement the strategic and operational changes required to close the Profit Gap, Value Gap, and Wealth Gap.
As a CEPA who transitioned from manufacturing executive to advisor, Todd understands the challenges of aligning owners’ personal, financial, and business goals. He’ll share how Focal Point Value and Transition Advisors serve as execution partners—working side-by-side with owners to drive real progress on value-building initiatives that can stall after discover phase.
Learning Objectives:
- Explore how the Value Acceleration Methodology comes to life through coaching.
- Identify ways to integrate a Focal Point Value and Transition Advisor into your team to increase client engagement and long-term success.
- Learn how coaching accelerates owner readiness and boosts transferability by addressing people, process, and performance gaps.
- Discover a collaborative model that deepens your client relationships and helps you scale your CEPA practice.
- Hear real-world examples of how Focal Point Coaches help business owners turn plans into measurable results.
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
Meet Todd Eppert:
Todd has a Bachelors in Science, Industrial and Systems Engineering from the Ohio State University and an MBA from Thomas More College. He served in a number of leadership roles during his 20 plus year career in small to mid-sized manufacturing businesses including VP of Manufacturing roles at IPC Power Resistors/Post Glover and Skilcraft, and COO at Senneca Holdings. He has worked with continuous improvement teams, improved operational performance, and developed leaders. A key focus in his corporate career was helping his teams through a merger and multiple acquisitions, with most of his time spent on the integration efforts. Todd realized there was a significant gap with family-owned businesses seeking to transition leadership to the next generation, forcing them to sell. He left the corporate structure in late 2017 to follow his passion of developing people, coaching, and mentoring.
In early 2018, Todd started a FocalPoint Business Coaching franchise in the Cincinnati area. In this role, Todd focuses his time helping business owners and leaders achieve results they otherwise could not achieve on their own. He is a certified Business and Executive Coach as well as a Certified Exit Planning Advisor. He is proud to be a multi-year award winner at FocalPoint. Todd volunteers as a Facilitator and Family Guide with the University of Cincinnati Goering Center and serves as an adjunct instructor at UC, teaching a course on the Management of Family Business. His expertise includes manufacturing/distribution operations, leadership, leadership development, logistics/supply chain, strategic planning and implementation, continuous improvement, team building, coaching, and succession planning.
At home, Todd enjoys family time with his wife and two teenage boys. They enjoy outdoor adventure, travel, golf, and skiing as a family.
