Command the Room, Drive the Deal: Charisma as a Leadership Asset
Whether you’re advising clients on value acceleration, leading your own organization through transition, or preparing your leadership bench for succession, this session reveals how Presence, Power, and Warmth—the three pillars of charisma—can profoundly shift perception, leadership effectiveness, and business value.
Commercializing Your CEPA: How to Build an Offering
Join Michael Brady from Maus Software - We will explore the best strategies to position yourself as the go-to exit planning expert in your market and create a repeatable, scalable process for generating high-value business owner clients. Learn how to qualify leads, nurture prospects, and implement marketing strategies that convert opportunities into long-term engagements.
Asset Transitions of Real Estate and Other Appreciated Assets
Jason Pueschel will review options for business owners to utilize IRC Section 1031 with passive professionally managed fractional ownership of real estate to defer all taxes on the sale of real estate with the potential to fully eliminate through a step-up in cost basis to beneficiaries. Learn how Qualified Opportunity Funds can turn capital gains on assets such as closely held businesses and appreciated stock, into the potential for tax free growth of wealth and deferral of capital gains taxes.
How to Thrive in the "Trust Recession" with Trust-Based Selling
In today’s over-marketed, over-hyped and commoditized world, Ari Galper, the world’s #1 authority on trust-based selling, has defined the state of selling in today’s economy as the “Trust Recession”. You’ll know you’re in the Trust Recession, if you are delivering more value, doing free consulting, educating and “chasing” your prospects… with only declining results to show for it. Getting more leads is not the problem, converting the leads you already have, IS the problem you must solve to maximize your profits. If you don’t break out of the Trust Recession cycle, your sales growth will be stunted, and you’ll be in for a rude awakening.
Become The Advisor The Owner Cannot Live Without: Mapping Their Journey To A Successful Exit
Hear from Todd Bailey discussing a decision-making model for FAs to help you guide your client along the exit journey so you can execute a strategy that creates a win-win scenario for both of you.
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Employee Ownership for the Rest of Us
Michael Balstad will speak on, Employee Ownership sounds great - and it is – in fact, it potentially has the power to mitigate much of the risk created by the “Silver Tsunami” of entrepreneurs looking to exit within the next 5 years. But if it is so wonderful, why are only .02% (that’s 2 one hundredths of one percent) of businesses taking advantage of it? Join us for a talk with Mike Balstad about some innovative structures and use cases for broad-based employee ownership that can serve owners interested in pursuing employee ownership; and for whom employee ownership appears to be too costly, complex, and or lacks the flexibility necessary to achieve their specific goals.
Power of 3 – explore the 3 Circle Model for Family Business Advisors
Join BlueRoots and Tammy Buss for an insightful seminar on the renowned 3 Circle Model: a powerful framework designed to help your clients foster harmony and sustainability in family businesses, allowing you as an Advisor to overcome the hurdles that are faced when families are not aligned on topics.
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The Importance of Cybersecurity Due Diligence
This webinar presented by Mark Pardee, will emphasize the importance of cybersecurity due diligence for both regulated and unregulated companies, exploring key differences in cybersecurity regulations and frameworks. Attendees will also gain insights into the concept of an “assumed breach,” its importance, and the practical workings of cybersecurity due diligence.
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Essential Risk Management for Business Value Preservation
In this training session for the Exit Planning Institute, Jeff Ditsworth of TrueNorth Companies will provide a high-level overview of TrueNorth’s Risk Review Process, focusing on the three core areas of Corporate Risk Management, Financial Risk Management, and Human Capital Risk Management. This session will explore the critical steps businesses need to take to protect their current value before pursuing growth. Jeff will outline the top risk factors that commonly impact a company’s stability and sustainability and share actionable insights on mitigating these risks effectively. Ideal for professionals supporting business owners—financial planners, CPAs, attorneys, and M&A advisors—this session equips attendees with a foundational understanding of risk management essentials for business value preservation.
Life After Exiting Your Business: Take Clients Deeper to Design their Next Chapter of Meaning, Purpose, and Joy
Statistics show that an astounding 75% of business owners report feeling profound regret after selling their business, and it’s not because of the financial deal. (source: PWC 2023) Are you and your clients ready for life after a successful business exit? Clients face the same questions that you will eventually face: What will I do when I stop working and get back 40 hours a week (or more)? How will I stay relevant? What will my identity be without my title and business? The time to plan for the next phase in life is right now. You have an opportunity to give clients more personal preparation, so they stay out of that category and refer others to you for exit help. Planning now for the significant life transition that is coming, helps clients avoid feelings of regret and unhappiness, and averts the sense of depression felt by a reported 1/3 of retirees in the first two years of their retirement. (source: Harvard Medical School) Using a proven process, we take clients from uncertainty and avoidance of retirement to excitement and readiness, with their own personalized plan for a life of meaning, fulfillment, joy, and connection. Learn how to help your clients plan now for the change that is going to come and move into the next chapter with ease and success.
Mastering LinkedIn: Unlock Opportunities and Build Connections
Hear from Greg Kaye with Blue Craze Media presenting best practices for LinkedIn and how to get the best out of it.
