In our upcoming Learning Lab, “Enhancing Business Value Through Strategic Risk Management,” presented by TrueNorth Companies, we aim to partner with Certified Exit Planning Advisors (CEPAs) to enrich their service offerings in the critical initial phase of exit planning—Protection. This session is meticulously crafted to demonstrate how TrueNorth’s distinguished process—Discover, Plan, Implement, Manage—can be integrated into the advisory services provided by CEPAs, offering a comprehensive risk management strategy to business owners preparing for exit.
By focusing on our collaborative approach, we will explore how our Enterprise Risk Review process can empower CEPAs to assist their clients in identifying and mitigating the myriad risks that businesses face, with a keen emphasis on Corporate Risk Management, Human Capital Risk Management, and Financial Risk Management. This partnership aims not only to protect the business but also to significantly increase its value by:
For CEPAs, this Learning Lab is an opportunity to deepen your understanding of integrating strategic risk management into your advisory toolkit. TrueNorth Companies offers this session as an invitation to collaborate, extending our services to enhance your ability to guide business owners through the Protect phase of exit planning. By leveraging our processes, CEPAs can offer their clients a more holistic approach to exit planning, one that not only focuses on the eventual exit but also safeguards the business’s value at every step.
Join us for this transformative session and discover how, together, we can offer business owners a comprehensive strategy that not only mitigates risks but also maximizes business value in preparation for a successful exit. This is an essential Learning Lab for any CEPA looking to broaden their impact and assist their clients in achieving a more secure and profitable business transition.