ADVANCED TAX SAVINGS STRATEGIES FOR CLIENTS THAT SELL THEIR BUSINESS, AND PERSONAL PLANNING FOR LIFE AFTER THE SALE
Discover how to effectively implement:
- Deferred Sales Trusts
- Tax Advantaged Corporations
- Third Party Installment Sale
These strategies can provide flexibility in terms of usage and execution. They can be used in partiality or can be used in unison. There is not a “One size fits all” requirement for application.
75% of clients that sell their business, profoundly regret selling one year after the sale. We will discuss preparation and planning of how to minimize this with energy, vitality and longevity through a personalized, customized approach.
Learning Objectives:
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Learn some of the time tested alternatives to paying Capital Gains Tax that have extensive history and long standing track records of execution and fulfillment.
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Personal Planning for successfully preparing for the next phase of a Business Owners Life.
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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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
A Financial Advisor since 1992. Bucknell University graduate, Bachelors Degree, double majoring in Economics and Sociology. Completed “Delivering Solutions for Small Business Owners” certification program in conjunction with The Wharton School of Business. Completed the Investments & Wealth Institute Certified Private Wealth Advisor Program through The University of Chicago Booth. Series 7, 63, and 65, and Life and Health insurance licenses.
Use of Advanced Plan Design with a concentration on tax efficiency,
especially for the highly compensated. Incorporating tax efficient strategies in financial planning. Disciplined investment planning approach – recommending and helping clients implement strategies that strive to provide the most tax savings, without reducing benefits to all valued employees.
Quinn Ellis is Trustee and Co-Founder of Engineered Capital Gains Solutions, Inc. (ECGS), an approved trustee company working alongside The Estate Planning Team. He works closely with clients and their legal, tax, and financial professionals to help coordinate and implement Deferred Sales Trust transactions.
With more than 15 years of experience in the financial services
industry, Quinn has built his career working directly with business owners, real estate investors, financial advisors, CPAs, and attorneys to help clients make informed decisions surrounding highly appreciated assets and capital gains tax planning. Quinn began his career in 2010 within his family’s financial services organization, where he gained hands-on experience across multiple areas of the industry, including client service, business development, advanced planning, and investment advisory support. In 2014, he obtained his securities licenses and went on to work closely with affluent and high-net-worth clients, helping advisors and professional firms strengthen relationships through sophisticated tax and estate planning strategies.
In 2020, Quinn partnered with his father, David Ellis, to establish Engineered Capital Gains Solutions and become an authorized trustee working alongside The Estate Planning Team. As a trustee, Quinn helps coordinate the planning and implementation process while working alongside the legal, tax, and financial professionals involved in each transaction. His focus is ensuring clients have a clear understanding of the process and receive ongoing support long after the initial sale. Known for his responsiveness, ability to simplify complex concepts, and commitment to client service, Quinn has become a trusted resource for clients and professional advisors alike. He believes informed clients make better decisions and focuses on helping people understand both the opportunities and limitations of advanced planning strategies before moving forward. Today, Quinn works with clients across the country, focusing on trustee oversight, client education, and helping coordinate the professionals involved in some of the most significant financial decisions of their lives.
On a personal level, Quinn considers himself fortunate to have partnered with his father in building Engineered Capital Gains Solutions from the ground up. Working alongside family has given him a firsthand appreciation for the dedication, sacrifice, and persistence required to build a successful business, while deepening his respect for the opportunities his father worked so hard to provide. Outside of work, Quinn enjoys spending time with family and his longtime significant other, maintaining an active lifestyle, and getting outdoors with their two huskies. Together they enjoy hiking, traveling, prioritizing health and fitness, and spending time with family and friends.
SVP, Director of RIA Strategy, Annuities
Vanbridge, an EPIC Company
*16 years of financial services industry experience.
•Held roles at various organizations on the direct distribution side since 2010, including:
•Jackson: National Sales Desk Director and then RVP covering wires in New England
•Global Atlantic: RVP covering all channels in New England
•Corebridge: DVP covering multiple channels in New England
•Significant background in the distribution of various annuities and insurance solutions, including Variable, Index, Fixed, RILA, IOVA, SPIA/DIA, and LTC & CDAs.
•Specialization within the Structured Settlement industry focusing on NQ Assignments, Third-Party Installment Sales & Market-Based Structures.
•Holds Series 7, 63, and 24, and is Life and Health licensed.
•Graduated from Sacred Heart University (Fairfield, CT) with a degree in Business Administration and Management.bridge.com, epicbrokers.com
Cara Gray is a Future Identity Strategist and the founder of Good Morning Freedom, where she helps accomplished executives, professionals, and business owners design an intentional next chapter beyond their primary careers. Her work addresses the part of a major transition that financial planning leaves untouched: the personal one. Most owners arrive at an exit fully prepared on paper and unprepared for who they become once the business is no longer the center of their identity. Cara closes that gap.
Her approach is identity-first and future-oriented — not therapy, not coaching, and not conventional retirement planning. It centers on the questions that decide whether the next chapter holds together: who a client wants to become, how and where they want to live, and what will give their life meaning when work no longer defines it. The throughline of her work is the chance to be as intentional about who you become next as you were about what you built — to design the next phase of life on purpose rather than let it simply arrive.
That philosophy is built into her flagship tool, the Future Identity Snapshot — a confidential, AI-enabled assessment that gives clients a clear read on where they stand across five signals: direction, work identity, vitality, connection, and meaning. For clients ready to go deeper, the Future Identity Blueprint is a bespoke, one-on-one engagement that produces a comprehensive, personal roadmap for the next chapter — a document clients return to as they step into what comes next.
Cara is also co-founder of OptionBuilt™, a partnership with business growth advisor Greg Maddox and their co-authored book, Life First. Business Second. Now available, the book lays out the OptionBuilt™ approach for owners who want greater personal freedom while still building — rejecting the idea that personal development and business performance belong in separate lanes. Its Triple Freedom Framework aligns Personal, Business, and Financial Freedom into one integrated plan, so owners don’t have to wait until exit day to experience the payoff. OptionBuilt™ doesn’t replace a client’s CPA, attorney, or wealth advisor; it makes their work more valuable by giving owners the clarity and alignment to actually act on it.
Within the exit-planning profession, Cara is a recognized voice on the non-financial side of ownership transitions. She is platformed through the Exit Planning Institute, serves on the EPI Chicago Chapter board, and works alongside CEPA-credentialed advisors and wealth teams who bring her in as the personal-planning complement to their financial work.
Cara holds the Certified Exit Planning Advisor (CEPA™) and Certified Professional Retirement Coach (CPRC) designations, along with a Bachelor’s degree from the University of Southern California
Lamar is dedicated to helping successful dentists, physicians and business owners develop comprehensive solutions designed to preserve and grow their wealth. He and his team of professionals help clients in the areas of estate, business succession, retirement, risk management, tax strategies and investment planning.
An Investment Adviser Representative who has earned designations as a Master Financial Planner (MFP) and Registered Financial Specialist (RFS), Lamar tailors his planning to each client’s specific needs, goals and visions. Lamar can offer both investment and insurance products and services, and his team works with clients’ existing CPAs, attorneys and other professionals to create coordinated strategies that provide clients with clarity and confidence to pursue their dreams. He graduated from the University of Washington in 2001, earning his bachelor’s degree in criminal justice.
Before entering the financial services industry to help clients protect their financial wealth, Lamar spent 12 years serving and defending our country as an infantry officer in the United States Marine Corps, including multiple tours in both Iraq and Afghanistan. With a rich family heritage of military service, Lamar also is CEO and chairman of the board for the American Patriot Service Corp, a nonprofit organization that supports veterans and their spouses by helping them successfully apply for the Wartime Aid and Attendance Pension.
Lamar is the proud father of three highly energetic boys. When he isn’t helping clients, Lamar enjoys shooting, camping with his family, surfing and classic motorcycle restoration.