Grow, Preserve, and Transition Business Wealth and Help Owner & Family Get Through the Transition

Transcription

1 EPI is a global platform for Creating Awareness Advisor Collaboration Continuous Education Defining Methodology Research and Thought Leadership Practice Development Grow, Preserve, and Transition Business Wealth and Help Owner & Family Get Through the Transition Delivering innovative learning experiences, performance- enhancing resources and strategic tools designed to enhance the exit planning profession 2014 Exit Planning Institute

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3 Maximize the value of the business Ensure the owner is personally and financially prepared Ensure the owner has planned for the third act of their life

4 Integrates exit strategy into the business, personal and financial goals of the owner. Has three legs Maximizes Value Financially Prepared Life After Plan

5 Can be used as a development, intergenerational & employee transition and measurement tool Educate next generation about which key business operations enhance value Measures performance of management team Learn about creating value; not just more income Benchmark Annually

6 Focuses on Value Acceleration vs. Income Integrates the three legs Puts owner and owner family at center Promotes team- play For both advisors and employees Clarifies roadmap to success Clear Accountability Has clear deliverables and benefits Is measurable

7 Oversees the development and implementation of the Master Plan Focuses on Value Acceleration Acts as the Quarterback / PM of the team Follows a plan (MASTER PLAN) w specific deliverables, budget and timelines. Helps other advisors get engaged and resolve issues.

8 Owner Family BOA Specialists Attorney CPA Financial Planner Banker

9 Triggering Event $5,000 - $20,000 Ongoing Monthly Client Assignment $2,500- $10,000 / Month ~ months $120,000 - $240,000 over 2 years Active Projects 4 10 Monthly Billings $20,000 $50,000 per month Revenue Per Employee $240,000 - $600,000

10 Business Valuation Attractiveness & Readiness Assessments Value Enhancement Strategic Planning Project Management Financial Planning Audit Banking / Financing Exit Option Analysis & related specialists M&A Services ESOP Services Family Contingency Planning Insurance Charitable Gift Planning Tax Planning Estate Planning Preliminary Due Diligence Net Proceeds Analysis Legal Real Estate Health/ Age Management Functional Specialists o o o HR / Benefits Marketing Management Training

11 Exit Strategy is about building, harvesting, and preserving family wealth for generations to come. Changing the current paradigm, By integrating best in class business practices into daily operations, And helping the owner figure out their third- act. Focusing on enterprise value drives positive outcomes for all including better lifestyle. More fees are justifiable with growth of enterprise value as the goal. Working as a team uncomplicates the process and improves the experience for owners.

12 CREATE AWARENESS Change the Paradigm locally TEAM- PLAY Can t work in silos anymore Chapters provide platform for collaboration & referrals ORGANIZING PRINCIPLE Learn, contribute & follow methodology that promotes accountability, deliverables, and is measureable Three Legs or Master Plan integrates personal, financial and business objectives of the owner

13 Promoting CEPA at tradeshows & speaking: AICPA, NACVA, AM&AA, IBBA, M&A Source, FFI, OEOC and more. Developing educational partnerships with distributors and franchisors and hosting regional owner forums. We re building the brand, influencing the industry, continuously updating content & creating commercial opportunities for our advisors. Sponsoring media pieces and underwriting research: State of Owner Readiness Survey, Camm Morton, Financial Times, Exit Coach Radio. EPI Value Acceleration Methodology is being adopted industry- wide as best practice. Dedicated specialist to ensuring continuous education credits for all our programs and events.

14 Over 100 EPI Library updates over the last two years, CEPA program content updates, Guru Sessions, 1- Day Certificate in Exit Planning course, EPI monthly webinar series. Alliance partnerships: Core Value, Corporate Value Metrics, MAUS, Business ValueXpress, LM2, AEG, Wiley Publishing. We re building the brand, influencing the industry, continuously updating content & creating commercial opportunities for our advisors. Global rollout, support and oversight of the EPI Chapter Network & President s Circle. 8 more chapters planned in Practice Management Solution in process to help EPI advisors implement exit planning into their practices: lead gen and inside sales, sales training & mentoring, internet radio, social media.

15 Delivering innovative learning experiences, performance-enhancing resources and strategic tools designed to enhance the exit planning profession