Who am I now? What’s my purpose? And what’s next for me?
One day, a business owner wakes up wondering who they are, why they’re here, and where they’re headed next. They’ve had a great run, but something is missing, and they feel it deeply. The future feels more uncertain than ever, the business that once shaped their identity will soon be gone, and the question of what comes next looms large. Chris Hare will introduce you to a narrative intelligence framework you can use to help owners strengthen the personal leg of the stool by:
- Navigating an exit with greater confidence
- Writing the next chapter with more clarity
- Finding a greater sense of purpose
- Building an authentic executive brand
Learning Objectives:
- Believe your story has the power to help you and your clients find greater purpose, clarify your vision, and unlock what’s next
- Learn how hidden internal narratives shape an owner’s identity, beliefs, and decision-making about the future
- Experience a powerful visualization that can help you and the owners you serve think more deeply about the future you want to create
- Discover how one CEPA used this methodology to define his narrative, fuel his executive brand, and capture his legacy
Event Details
Who Should Attend?
-
Attorneys
You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.
-
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.
-
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.
-
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.
-
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.
-
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.
-
Estate Planners
Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.
-
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.
-
Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
-
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.
-
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.
-
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.
-
Other Professional Advisors
Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.
-
Private Business Owners
-
Members of Family Business Boards
-
Professional Advisors
-
Business Consultants
-
Other Business Professionals
-
Business Owners
-
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
Chris Hare is a trusted advisor to owners, executives, and combat veterans navigating high-stakes transitions. He is also the creator of the Atomic Storytelling® methodology, which helps leaders find greater purpose, write the next chapter, and make a more meaningful dent in the universe.
Chris is unmatched in his ability to uncover stories from a leader’s past that have the power to transform them and make their vision a reality. He is also a keynote speaker and facilitator who leads workshops and destination storytelling experiences for leaders who are ready to shift the future.
In addition to his work with owners and high-net-worth leaders, Chris has designed strategic narratives, messaging, and thought-leadership initiatives that have helped Fortune 100 firms, high-growth startups, and purpose-driven leaders turn complexity and uncertainty into clarity and impact.