VALUE BOOSTER SESSION: THE 5-POINT PROVEN BLUEPRINT TO BOOST THE VALUE OF YOUR CLIENT’S BUSINESS
The way we do business has changed in a blink of an eye. Our best ideas from a year ago are our baggage today. If your clients are struggling to position their businesses to sell at a higher price or are stressed out about the future, we guarantee you’re going to love this session! You’ll learn the exact steps they need to take to go from being stuck, to bringing in new business easily and in less time.
In this high-energy and illuminating session, Master Coach and globally award-winning business owner Susan Thomson will share the proven blueprint to improving your clients’ new business acquisition rates and increasing their profits dramatically. Susan's strategies are both immediately actionable and come from 25+ years in manufacturing hardgoods success, plus 18 years of working with client companies through ActionCOACH. We guarantee you will love this entertaining and helpful session – imagine what it will feel like to be able to position your clients’ businesses for top dollar!
Learning Objectives:
- You will see how small adjustments will equal Big Results!
- Your clients so they stop wasting time and money on marketing that doesn’t produce results.
- You’ll the power of keeping their teams focused on the right things
- How you can partner to ethically get anyone want to say yes to your services – everything you are learning about your clients’ businesses applies to your CEPA practice as well.
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
Susan Thomson has deep roots in the manufacturing world. Each step of the corporate ladder came with a chance to grow and be challenged. As you can imagine, there were a lot of lessons learned along the way. Susan candidly shares these from both the successes and the tough stuff so you can short-cut your own journeys to running your businesses in a way that’s vastly simplified and you are more successful.
As a speaker, Susan has delivered business and educational presentations to over 12,000 entrepreneurs, executives and aspiring leaders through their corporations and trade associations. She is the author of Make More, Work Less. Six Keys to Massive Growth & Freedom in YOUR Business, a lively, quick and impactful read for anyone who wants to, well, make more and work less.
17 years ago, Susan founded the globally award-winning business & corporate coaching firm, ActionCOACH, which works with business owners, executives, CEOs, entrepreneurs and teams on how you can simplify your business, make more money, and have business you can sell or pass down when you’re ready.