Share this
by Colleen Kowalski on February 10, 2022
Introducing a New Offering at the 2022 Exit Planning Summit
The 2022 Exit Planning Summit is the premier conference for professional advisors who are committed to working with business owners, accelerating business value, aligning personal and financial strategies for the business owner, and meeting the top CEPAs in the profession today. We have three days filled with excellent speakers, collaborative case study sessions, and engaging Power Sessions. This year, we are introducing a new session to the Summit. On Sunday, May 1, we will host ten Learning Labs with valued industry partners.
Kicking off the Exit Planning Summit
The Exit Planning Summit Learning Labs are designed to give professional advisors access to lucrative opportunities, resources, partners, and tools to accelerate their practice. These sessions will advance their knowledge in the exit planning profession within the Value Acceleration Methodology.
Learning Labs are a must for any advisor looking for their next referral partner, revenue-generating opportunity, or the tools and resources you need to implement exit planning and value acceleration. Additionally, they offer you exposure to potential key members of your collaborative team and new strategies to implement in your practice.
Meet the 2022 Exit Planning Summit Learning Lab Partners
Barrett Business Services, Inc. (BBSI)
BBSI is a leading provider of business management solutions, combining human resource outsourcing and professional management consulting to create a unique operational platform that differentiates them from their competitors. The foundation of their service model is the expertise of their local teams in branches across the country, who specialize in business strategy, payroll processing, employee benefits, workers’ compensation insurance, risk management, workplace safety programs, and human resource consulting & administration. BBSI’s local, hands-on support helps businesses of all sizes improve the efficiency of their operations so they can achieve their goals. They exist to support business owner prosperity and help them build better companies.
Alyson Hutchins will lead a session titled, “Leveraging a PEO to build value in Human Capital.”
Capitaliz
Capitaliz is a comprehensive digital platform for business evaluation and value acceleration. Designed by exit planners for exit planners – Capitaliz will help you identify, protect, maximize and extract value.
Craig West will lead a session titled, “The Market Doesn’t Determine the Value of Your Business You Do.”
Kyle Danner – Professional EOS Implementer ®
EOS Worldwide is a growing organization of successful entrepreneurs from a variety of backgrounds who are passionate about helping other business leaders succeed. The power of EOS® is that it is real-world, simple, and practical. There’s no theory or flavor of the month, no magic pills—just timeless, field-tested tools that work. With over 16 years of history and more than 120,000 companies currently using our tools, EOS is a proven system that consistently helps companies achieve more revenue, growth, and profit while delivering a better balance of life to business owners and leaders.
Kyle Danner will lead a session titled, “The Six Issues in Every Business and How to Solve Them.”
MassMutual
MassMutual was founded in 1851, and from the beginning, they have had a single purpose: to help people secure their future and protect the ones they love. More than 170 years later, that commitment remains their guiding principle. It’s behind everything they do and every decision they make. It’s how they continue to deliver products and services to help their policyowners and customers achieve their financial goals and protect those who matter most.
Brian Trzcinski will lead a session titled, “A Major Decision Point for Business Owners.”
Paramax Corporation
Paramax has successfully closed more than 350 transactions for public and privately held companies around the world, ranging from $5 million to $500 million in enterprise value. With each closed transaction, the Paramax team has typically uncovered value, buyers, opportunities, and terms that their clients never thought possible.
Sam Messina will lead a session titled, “How Paramax Can Help A CEPA Become More Successful Pursuing The Opportunities In The Business Owner Exit Planning Space.”
Private Risk Capital
Private Risk Capital Development Advisors, LLC (PrivateRisk) specializes in the design, formation, and long-term administration of bespoke Private Placement Life Insurance (PPLI) based solutions for business builders. As a leading global consulting firm, PrivateRisk has helped clients protect billions of dollars of founders equity by integrating customized PPLI based solutions with the sale of their businesses and other economic interests.
Bradley Barros will lead a session titled, “Using Customized and Patent-Pending Private Placement Ownership Strategies to Reduce Tax and Maximize Benefits for Entrepreneurs – Pre and Post Business Sale.”
Sales Xceleration
Sales Xceleration is the pioneer in outsourced sales leadership. Their advisors do the work for their clients and build a path to more sales. They do this by creating a sales plan, finding their best customers, and driving sales to grow the bottom line. Today they have over 190+ advisors in the US, Canada, and UK. The average experience of an Outsourced VP of Sales is 25+ years. They have been named on the Inc. 5,000 list of fastest-growing companies for three years running. Sales Xceleration’s advisors have served over 3,000+ clients and the average sales increase their clients see in the first year is 32%.
James Hefty will lead a session titled, “Learn How to Assess Sales to Ensure it Supports Delivering Maximum Business Value to Your Client.”
The Value Builder System
The Value Builder System™ is a Practice Management Software that helps Business Advisors automate their processes to win and keep the best clients. Their platform includes tools that enable you to attract, qualify, nurture, convert and advise owners on building the value of their company. The Value Builder System™ offers three cloud-based discovery questionnaires you can use to attract and qualify leads. Their marketing automation platform enables you to create automated workflows and drip marketing campaigns to nurture and advance your contacts. The Value Builder System™ also includes a valuation algorithm that you can use to benchmark and track the value of your client’s business. Their cloud-based Learning Management System (LMS) enables you to advise your clients through the essential steps of building value.
Laura Ferguson will lead a session titled, “Guiding Your Clients to Their Freedom Point.”
ExitMap
Since 2017, ExitMap® has worked with advisors to help them develop broader discussions and deeper conversations using custom branded coaching tools and reports. Since the introduction of ExitMap® Express™ in late 2019, their 90-day process has enabled professionals to delve into a business owner’s readiness for transition. Asking the right questions in the right order defines objectives and concerns, tests assumptions, and compares options, leading easily into more detailed planning for transition.
John Dini will lead a session titled, “The Exit Planning Coach.”
The Asset Exchange
The Asset Exchange brings the ability for clients to protect their sales proceeds while they avoid paying Capital Gains Tax at the time of sale. Imagine clients keeping 30-40% more of their sales proceeds working for them, rather than having paid those monies to the IRS.
Eric Veve and Russell Lombardy II will lead a session titled, “Capital Gains Tax & How The Asset Exchange Can Help.”
The 2022 Exit Planning Summit
We are excited to welcome hundreds of Certified Exit Planning Advisors Sunday, May 1 – Tuesday, May 3, 2022, to Scottsdale, Arizona for a conference where top advisors, their teams, and business owners come to build deep relationships, share unique experiences, and uncover innovative solutions for their business.
The Exit Planning Summit is the coming together of the CEPA Community. The best CEPAs from around the world collaborate with their supporting partners and colleagues that are all helping business owners to create more significant companies. CEPAs will develop new or further current relationships, learn best practices, and advance themselves as advisors. Advisors will leave the Exit Planning Summit not only galvanized to accelerate their practice but with the tools and connections to do so.
Learn more about the Exit Planning Summit and register to reserve your spot today!
