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Understanding Your Exit Options Seminar

Jan. 15-16, 2025 | 7:30 a.m.-5 p.m.
Phoenix
  • Member Price:
    $1,295.00
    Early bird price (through Dec. 11, 2024): $1,195.00
  • Nonmember Price: $1,495.00
    Early bird price (through Dec. 11, 2024): $1,395.00

Individual Registration GROUP REGISTRATION

Additional registrants from the same organization receive a substantial discount when they register through "Group Registration"; the early-bird member price is $595 for each additional registrant ($695 after Dec. 11), and the early-bird nonmember price is $695 for each additional registrant ($795 after Dec. 11).


Description

This two-day seminar is an in-depth dive into the complicated exit planning and succession process, presented in clear, straightforward contractor language by the two No. 1 Amazon best-selling authors of “The Contractor’s 60-Minute Exit Plan,” Kevin Kennedy and Joseph Bazzano.

Participants will be introduced to the multifaceted exit planning process and transfer options and will learn about the risks, challenges and stakes involved with a business exit.

This educational workshop will give owners and CFOs clarity regarding internal and external exit options, valuations, buy-sell agreements, succession, contingency planning, asset protection, risks and tax mitigation strategies. Understanding these factors is essential, and executing a successful exit will require a team consisting of a corporate attorney, estate planning attorneys, accountants, tax specialists, financial planners, life insurance agents and business appraisers. The key is for owners to have short- and long-term tax mitigation strategies for the company, buyer and seller while protecting the company before, during and after the sale/transfer.

Owners will leave the workshop knowing:

  1. How to navigate critical landmines that can destroy an exit plan
  2. Owner exit options, valuation, tax mitigation and compromises
  3. How to prepare an owner and a company for the sale/transfer
  4. Company and personal asset protection and tax mitigation strategies
  5. Ways to reduce and eliminate taxes with internal and external sales

The event will start with a cocktail reception Tuesday evening followed by the two days of learning and discussion Wednesday and Thursday. Discounted room rates have been negotiated for a limited time for those who want to extend their stay at the five-star Arizona Biltmore | A Waldorf Astoria Resort.

Kevin Kennedy
Founder and CEO of Beacon Exit Planning

Kevin Kennedy is the founder and CEO of Beacon Exit Planning. He bought and sold an Engineering News-Record Top 20 roofing contractor that successfully transferred to the fourth generation. During his tenure, the team grew the company from 35 to more than 200 employees into an Engineering News-Record Top 20 specialty contractor that has been in business for more than 77 years.

Kennedy truly understands the choices, taxes, emotions and complexities of the exit and succession process. His first-hand experience, combined with a proprietary process and an engaging delivery, resonates with company owners in all industries.

Joseph Bazzano, CPA, CVA CBEC
Co-owner and COO of Beacon Exit Planning

Joseph Bazzano is the co-owner and COO of Beacon Exit Planning, a certified public accountant, certified valuation analyst, and certified business exit consultant with more than 20 years of experience in public accounting, valuation and exit strategy services for companies ranging from $5 to more than $400 million. He is a national speaker regarding exit planning, valuation, taxes and asset protection and has shown business owners how to increase the value of their businesses by millions of dollars with exponential savings on tax dollars.

He is a recognized voice and thought leader in the construction industry regarding exit planning. He has presented to more than 60 national and regional contracting trade associations and peer groups.

Lawrence Prudhomme, CPA, ACT
Vice president of GPW and Associates Inc.

Lawrence Prudhomme, vice president of GPW and Associates Inc., joined the company—an actuarial and consulting firm founded in 1998—to apply his management skills in the captive insurance industry. He began his career with Arthur Andersen & Co. in Detroit and spent eight years in the tax department, specializing in small to mid-size companies. During his business career, Prudhomme has been in management positions in the graphic arts industry, investment advisory business and with a Fortune 100 company. He has achieved the Associate in Captive Insurance designation from the International Center for Captive Insurance Education.

Ethan Allen, JD
Director of business development

In February 2020, Ethan Allen joined GPW and Associates Inc. (GPWA) as director of business development. His fields of expertise include insurance company formation, management and taxation, and large deductible/self-insured programs. His responsibilities included working with a network of commercial insurance brokers, certified public accountants, attorneys and other advisers to assist their clients who desire their own single-parent captive or want to join a property and casualty group.

Matthew Carbray CFP,® ChFC,® CLU,® CExP,®
Managing Member/Certified Financial Planner

Matthew Carbray offers comprehensive financial planning advice to individuals, families and small-business owners. Partnering with clients to define their financial priorities, short-term goals and long-term aspirations, he designs comprehensive, customized, and flexible financial plans to help them achieve their desired financial futures. A core focus of his practice is helping business owners and entrepreneurs figure out how to successfully exit their business.

Before founding Ridgeline Financial Partners, he began his career as a financial planner with New England Financial in 2002 and co-founded Carbray Staunton Financial Planners LLC, in 2006. He is a registered representative with Kestra Investment Services LLC and an investment advisor representative with Kestra Advisory Services LLC.

Greg Hayne
Owner of Hayne Coaching Group

Greg Hayne is the owner of Hayne Coaching Group and widely recognized as one of the most respected and effective coaches in the commercial roofing industry. Hayne Coaching Group works with contractors to discover and implement smarter, more innovative ways of doing business. The company’s "Creating Great Service" training program has been helping contractors grow their service departments for more than 15 years, driving recurring revenue and boosting profits. Hayne Coaching Group also facilitates "ESE Peer Groups" for commercial roofing contractors, bringing together noncompeting contractors to share best practices and address common challenges. In 2025, Hayne’s company will launch "What’s Next: Navigating Life’s Transitions," a program designed to help individuals navigate major life changes and transitions, empowering them to live more fulfilling, rewarding lives.

We understand circumstances may arise that require you to cancel your registration.

  • If you cancel up to 10 business days before an event, your registration fee will be refunded.
  • If your cancellation is received 10 business days or less before an event, you may send another person in your place or receive a credit for an NRCA University program within the next 12 months.
  • Registrants who do not cancel before the event or do not attend are liable for the entire registration fee.

All cancellations must be in writing.

NRCA reserves the right to cancel an event. If such a cancellation occurs, registrants will be notified and will receive a full refund.

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