Start at the End. How to start the exit planning conversation.

Most owners don’t start their business with the end in mind. Getting a company off the ground is a feat in and of itself.  By the time the owners hit their 50s or 60s, they are now thinking of how to reap the long-lasting benefits of their business into retirement. An exit doesn’t have to be a pain point that causes owners to avoid the subject altogether. Unfortunately, as research shows, most exits are never discussed and hardly planned, leading to unsuccessful transitions. The EPI State of Owner Readiness research, conducted both… Read More

Making the most of your CEPA designation! Register early and gain free content!

Becoming a Certified Exit Planning Advisor (CEPA) is the beginning of a new chapter in your business or practice. Most business owners have yet to think about the transition out of their business and when they do, it is often too late. Statistics show that only 20-30 percent of businesses that go to market actually sell (and family transition rates are even worse). According to the State of Owners Readiness research, 76 percent of national business owners indicated they would like to transition in the next ten years, while 48 percent indicated… Read More

UW Madison – Family Business Center

As part of my presentation at University of Wisconsin – Madison Family Business Center, I will be utilizing these exercises:   Opening Quiz – Eye-opening overview of the marketplace. Exercise – The Four Capitals – Self-assessment scoring exercise on the four capitals that make every business valuable (or not!). Attractiveness vs Readiness – Abbreviated worksheet on identifying the potential Value Gap in transitioning your business.   About Exit Planning Institute: The Exit Planning Institute (EPI) is an education company that provides exit planning education to advisors and middle market business owners.  We view exit planning… Read More

Market Outlook: 2017 Recap and 2018 Forecast

Mark your calendar for January 11 and attend the virtual broadcast with Scott Snider as he shares insights from EPI Global as it relates to the accomplishments of 2017 and where the CEPA community is headed in 2018! “It is important to reflect on the past year to truly adopt a strategy for the future that identifies and embraces the existing strengths and recognizes the areas for growth. And, this was a huge year for CEPAs and exit planners worldwide,” said Snider, “It will be a lot to cover in one hour. With… Read More

EPI Welcomes the Newest Chapter: San Diego

A new month, a new chapter! On December 6, our community welcomed the newest chapter to the network: San Diego!  With advisors from across San Diego County in attendance, the EPI Chapter Launch was an incredible event for motivation and connection.  The members of the San Diego chapter (and all chapters throughout the globe) will look to clarify and simplify the exit planning process and accessibility in their local market, as well as drive best practices in the advisor teams that serve the business owner community.  To note, Southern California officially has… Read More

[Live Broadcast] Confessions of an Investment Banker Doing Exit Planning for Over 20 Years

Joe Sands, CEPA, has been an investment and merchant banker for over 20 years completing dozens of transactions. These transactions have included corporate financings (debt and equity), mergers, acquisitions and business divestitures for both healthy and distressed businesses. He has done this as both a principal investor/operator and as an agent for clients ranging in size from start-up to multi-billion dollar companies. In the majority of these transactions – exit planning was prudent at the early stages of the transaction process to: (i) increase the likelihood of a transaction getting completed and… Read More

The Practical Effect of Proposed Tax Reform’s Limitation on the Deductibility of Interest by a Business

[Contributed by Todd Ganos of IWC Family Offices] On November 2, 2017, the House of Representatives Ways and Means Committee released H.R. 1 — the proposed Tax Cuts and Jobs Act. Section 3301 of the Act imposes a limitation on the amount of interest a business can deduct. The limitation is 30 percent of a firm’s taxable income (which, as described, is the equivalent of Earnings Before Interest, Taxes, Depreciation, and Amortization or EBITDA). The limitation would not apply to certain companies that are regulated public utilities or in the real estate… Read More

Why Do Business Owners Procrastinate Exit Planning?

Attend the upcoming November 30TH webinar, Presented by John Warrillow, Founder of The Value Builder System that answers this very question. Business owners are wired differently than most of us, which means what we see as an obvious investment of time, they see as a waste. There is, however, a way to get through to business owners and get them to take action on their exit plan, but it requires you first understand their psychographic DNA. Learn more about the award-winning author and serial entrepreneur, John Warrillow by visiting John Warrillow has… Read More

12,000 People Are Searching…Who Will Be Found First?

Across the United States this month, more than twelve thousand unique people “googled” the following keywords and key phrases: “CEPA,” “sell my business,” “selling a business,” “exit my business,” “certified exit planning advisor,” “certified exit planner,” “sell your business,” “how to sell my business,” “how to sell a company,” and “succession planning definition.” Advisors allow themselves to believe that their website, their digital thought leadership, their professionalism and appeal, and their social activity don’t contribute to major buying decisions like exit planning engagements.  In turn, they give very little time and investment… Read More

One-Page Scorecard

The road to success is paved with good information. One-Page Scorecard Instructions Not registered for the 90-Day Business Sprint webinar series? Register now! Learn the concepts that accelerate business value and unlock the wealth housed in your business by attending the monthly 90-Day Business Sprints webinar series. Enact positive changes that will enhance your performance every 90 days using the Value Acceleration Methodology. Attend this webinar series every month to learn the 11 Actions an Owner Must Take to Rapidly Grow Value & Unlock Wealth, found in the award-winning book, Walking to Destiny!… Read More