DATES AND TOPICS:
June 19, 2024 from 2:30 to 4:00pm
An Intimate Conversation with an Owner: Exit, Failure, Retry, Success; presented by SD Board Members and their Clients
A take on our normally virtual “Perspectives Series: Entrepreneurs Revealed,” this live, in-person conversation will provide powerful insights from one or two owners who have had multiple attempts at a successful exit. Join us for a frank conversation including why their first attempt(s) failed, how they chose their advisory team, how they decided between internal versus external options, what they did (or didn’t do) to prepare, and what they wish they would have known then that they know now.
July 17, 2024 from 2:30 to 4:30pm
Helping Owners Reduce Risk with Business Continuity Planning; presented by John House, ChFC, CEPA
Business Owners often become so preoccupied with the day-to-day operation of their business that they tend to procrastinate or fail to adopt a proactive a planning Platform that will accommodate life’s contingencies.
A well-designed Business Continuity Plan can integrate constructive tax planning with ownership transition to a future generation and simultaneously mitigate the financial risks of death and disability. John will utilize a recent case study to tangibly demonstrate how innovative planning strategies, that will protect family members, (including the owner) can potentially mitigate income and capital gains taxes upon the sale or transfer of the business enterprise. Learn how to help your clients accomplish the task, mitigate the pain, and be prepared for the inevitable transition of ownership.
- Human Elements of Good Contingency Planning
- The Importance of Establishing Value-Based Goals
- The Application of Innovative Planning Techniques
August 14, 2024 from 2:30 to 4:30pm
Master Counseling & Then Collaborate or Partner to Engage Your Perfect Client; presented by Joe Strazzeri, Esq.
You worked hard to build a practice you are proud of, but are you wondering what’s next? How can you enhance your practice and get engaged, compensated, and valued for the work you love the most? Join Joe to learn game changing insights into what it takes to address the true, underlying obstacles that prevent business owners and their families from achieving a successful exit. Provide better results for your clients while also creating a practice that represents who you want to be.
- Learn the “master key” to the continued success of advanced wealth planners who equally balance soft and technical skills.
- Find your personal path to counseling and what’s behind your clients’ stated needs, to drive deep and long-lasting engagements.
- Reduce your team’s and your clients’ anxiety and frustration to obtain better and long-lasting results.
September 18, 2024 from 2:30 to 4:30pm
The Exit Planning Landscape Has Changed: Stay Relevant in 2024; presented by Scott Snider, EPI President
Join EPI President, Scott Snider as he shares the state of the exit planning market, M&A considerations, and provides our community of Exit Planning Advisors with research that will positively impact your practice. As CEPAs and advisors who work closely with business owners, you must understand an owner’s readiness to exit their business. What motivates an owner to exit their business? And how can you as their advisor be their most trusted ally during their exit planning process?
Learning Objectives:
- Understand the current state of the exit planning market
- Share opportunities to grow your practice
- Dissect recent owner research
October 16, 2024 from 2:30 to 4:30pm
SPEED DATING: ALWAYS KNOW WHO TO CALL!
Collaboration itself is a craft. It’s the art and science of how people work together to ask broader questions and create better outcomes – and great collaborative advisors realize you don’t have to master the answer to every client quandary. Instead, they become courageously armed with the right questions and resources. Join your fellow members for this fast-paced method to learn more about each other, while practicing your conversations with business owners. Get to know each other on a whole new level, and always know who to call!
- Learn from and get to know fellow EPI members and the expertise they bring to the table.
- Access collaborative resources to help your business owner clients.
- Build relationships and share your own best practices
November 20, 2024 from 2:30 to 4:30pm
Unlocking Hidden Value – Project Phoenix as a Sum of Its Parts; presented by George and Dora Lanza
Different restructuring strategies, such as divestiture, spin-offs, and streamlining operations can unlock additional value for a business. Learn how a sum-of-the-parts valuation can be used to determine if a company’s individual assets, when valued separately, are worth more than the entire enterprise, including the key factors that contribute to a company’s undervaluation and obscure the true value of the assets. Join George and Dora for this dynamic conversation about the strategic benefits of spinning off underperforming or less profitable assets while retaining core strengths, and how you can help your clients weigh their options and positively impact shareholder value and company profitability.
- Understand Sum-of-the-Parts Valuation
- Identify Signs of Undervaluation
- Strategic Implications of Spinning Off Underperforming Assets
- Explore Business Restructuring Options
- Assess Strategic Options for Business Growth
December 9, 2024 from 11:00am to 7:00pm
One Big Holiday Party!
Connect with members from both chapters as well as our esteemed Strazzeri Mancini and SCI family and team members, fostering valuable relationships and collaborations. Embrace the spirit of networking as you engage in meaningful conversations and exchange insights with industry peers. Immerse yourself in the festive ambiance of holiday cheer and celebration, adding a touch of warmth and camaraderie to the event. Utilize this opportunity to expand your professional network, forge new connections, and strengthen existing partnerships. Stop by between 11:00am – 7:00pm for a full-day of networking, celebration, and building lasting connections within the community.
Please select the session(s) you are planning to attend. You will receive email reminders for each event you select.