Most QSBS conversations stop at eligibility: does the stock qualify, yes or no. This session goes further, equipping advisors to move clients from passive QSBS awareness to proactive, executable strategy. We’ll cover how to quickly spot QSBS candidates within a client base, the real limits and edge cases of Section 1202 planning (not just the headline benefits), and how those who never thought they could qualify, can maximize the benefits. Particular attention will go to the mechanics that make QSBS strategies defensible in practice: documentation standards, “risk factors” and gray areas, and the potential liquidity tradeoffs inherent in more complex structures. Designed for advisors already familiar with QSBS basics or exploring the benefit for the first time in depth. This session is built for those working with businesses owners who could exit via a stock sale in the future, and who need a framework for turning QSBS knowledge into action ahead of a transaction.
Learning Objectives:
- Quickly identify potential candidates for QSBS planning
- To understand the limits and potential of QSBS-related strategies
- To advise clients undergoing layers of exit planning on how QSBS impacts their current strategy
- To better facilitate conversations around documentation, risk, and liquidity regarding complex QSBS structuring
- To advance general QSBS knowledge beyond passive planning to more proactive strategies
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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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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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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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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Private Business Owners
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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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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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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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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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Business Owners
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Other Business Professionals
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Business Consultants
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Professional Advisors
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Members of Family Business Boards
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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
Brady is a Co-founder and the Chief Strategy Officer at QSBS Rollover, the only advisory firm in the US focused exclusively on executing complex planning strategies around Qualified Small Business Stock. He leads the firm’s business development and education efforts, and is the internal SME for Section 1045 QSBS rollovers and other QSBS-related planning. He attended Loyola University Maryland and lives in Baltimore County, MD with his wife Rachael and twin girls.