North Texas Chapter Event: The Secret Sauce of Managing the Exit Planning Process

Registration

*Please note: Registration and refreshments start at 5:30pm. The program will start at 6:00pm. 

Member Registration $20  

Registration

Non Member Registration $30

Registration

 


Overviewdivider

The Secret Sauce of Managing the Exit Planning Process

Business ownership transition planning is not what most business owners and their advisors think it is.  It involves preparing the business owner and his/her business for a successful transition, regardless of the strategy he or she wishes to implement.  The business owner must be both mentally and personally financially prepared, and, the business must be sustainable under new ownership.

During this session, ownership transition planning expert Sean Hutcheson, CEPA, will share the fine points of how he assesses the client’s current position, both personal and business.  He will then drill down in detail about:  1) how he assembles and manages the ownership transition planning team; and 2) how he guides the client through the process of addressing both personal and business issues that require improvement in order for the client to make a sound decision about how to leave his business, resulting in the post-transition lifestyle he/she envisions.

 

Learning Objectives:

  • How to determine if a prospective client is a qualified candidate for ownership transition planning services
  • How to engage the business owner in the exit planning process
  • How to assemble and manage the team of advisors
  • How to implement key aspects of the exit planning process

Presenter
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Speaker: Sean Hutchinson

Sean Hutchinson is Chief Executive Officer of Strategic Value Advisors (SVA), thought leader in the field of business value creation and a sought-after speaker.

The mission of SVA is to help owners design and implement structured initiatives that exponentially increase the financial value of their equity and at the same time accessing options for harvesting wealth from the business.

Mr. Hutchinson is the former Chief Executive Officer of Integra Realty Resources, a global company based in New York City and at the time of his leadership the world’s largest real estate advisory firm.

In addition to previously leading a privately-held company with a global footprint, he has advised more than 100 privately-held companies throughout the U.S. on ownership transitions, competitive strategy, growth, valuation and value creation, restructuring, recapitalization, mergers and acquisitions, and governance.

He is deeply involved in corporate and institutional governance.  He currently sits on the Boards of four privately-held companies, including that of his family’s 60-year-old manufacturing business.

He is a member of the national Board of Advisors for the Exit Planning Institute and the president of EPI’s Northern California chapter.  In 2013, he was honored with the Exit Planning Institute’s Leadership Award, and in 2015 the Exit Planner of the Year, its highest designation.

In addition to his professional activities, Mr. Hutchinson serves as a Board member of numerous non-profit and academic organizations, including the Gellert Family Business Resource Center at University of San Francisco and the Insight Prison Project.

He earned his Master’s degree from Miami University of Ohio, is a Certified Exit Planning Advisor (CEPA), Certified Merger and Acquisition Advisor (CMAA), and holds the FINRA Series 79 Limited Registered Representative—Investment Banking and FINRA Series 63 Uniform Securities Representative licenses.


Continuing Educationdivider

 

CEPAs receive 1 CE credit

CFPs receive a certificate for 1 CE credit

CPAs receive a certificate for 1 CPE credit

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Annual Sponsors
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Event Sponsors
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