Most business owners are exposed to risks they can’t see—until it’s too late. As an advisor, your ability to identify and address those hidden threats can make all the difference in preserving value, ensuring continuity, and protecting legacy. Through proper exit planning, advisors can help business owners mitigate personal risks, business risks, and risks that are created by the market. This work will, in turn, help grow the value of the business owners' largest illiquid asset.
In this insightful session, IEPA's founder, John Leonetti, will discuss how using exit planning in your practice can strengthen the relationships you have with business owners and lead you to become their most trusted advisor.
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Identify the various types of risks that business owners face and how to address them
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Organize cross-disciplinary collaboration between insurance professionals, CPAs, attorneys, and M&A advisors
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Evaluate strategies for enhancing advisor engagement with business owners regarding risk mitigation
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Describe the impact of effective exit planning on business value and legacy preservation
As the Training and Membership Coordinator at the International Exit Planning Association (IEPA), Tommy Delello oversees and coordinates our various programs including our Certified Business Exit Consultant (CBEC) designation training program. He creates a bridge between the team at the IEPA and the membership so the organization can provide a comprehensive and cohesive educational experience for all who interact with the IEPA.
Tommy draws on his communication and interpersonal skills to collaborate with subject matter experts to enhance the IEPA’s market-leading training. He plans, organizes, and coordinates training programs, workshops, and seminars for employees, members, and clients. He is constantly working with the IEPA team and its community to continually improve the organization’s training capabilities.
About Our Presenter
The IEPA provides exit planning education for advisors and owners of privately-held businesses through our books, white papers, online videos, live events, and webinars. Their private consultations include meeting with Certified Business Exit Consultants who are all senior-level, experienced advisors that follow the 6-step exit planning process in their work with owners. This unique group of advisors has access not only to the IEPA's content and support, but also to each other so that virtually any exit situation, in any industry, is one that our network of Members has seen before.
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