Description

This session explores how EPI’s Value Acceleration Methodology can be applied beyond a traditional exit planning engagement to create a more holistic advisory framework for business owners. Using a three-track model—personal financial planning, business growth and exit planning, and employee benefits—we will examine how advisors can help owners build transferable value, improve personal readiness, strengthen leadership and employee retention, and align the business with the owner’s long-term financial goals. Rather than treating exit planning, wealth planning, and benefits strategy as separate conversations, this session shows how they can work together inside one coordinated process. Attendees will leave with a practical framework for identifying planning gaps, coordinating professional advisors, and helping business owners build stronger, more valuable, and more transition-ready companies. 

Learning Objectives:

• Understand how EPI’s Value Acceleration Methodology can be applied beyond a traditional exit planning engagement
• Identify how personal financial planning, business growth and exit planning, and employee benefits intersect in serving business owner clients
• Recognize planning gaps that may limit owner readiness, transferable business value, leadership continuity, or employee retention
• Learn how to use a three-track framework to coordinate advisors and create a more integrated planning process for business owners
• Explore practical ways to help business owners align current business decisions with long-term personal, financial, and transition goals

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