2023 EST Summit
Please join us on Thursday, April 27th, 2023, from 12:30 p.m. to 4:45 p.m. for our 2023 EST Summit at Marriott Regency, with cocktails to follow. Space is limited for this complimentary event, so register early.
12:30 - 1:00 PM
1:00 - 2:00 PM
Ready, Fire, Aim!! - Avoiding the Hidden Land Mines of Exit Planning | 60 minutes
John H. Brown - Founder, Business Enterprise Institute
Join John as he describes how and why most business owners fail to exit successfully, how advisors can help owners avoid that fate, the benefits of using a planning process and collaborating with fellow professionals, and the opportunities to enhance your core practice through exit planning.
2:00 – 2:30 PM
A Study of Successful Succession - Case Studies of Common Exit Strategies | 30 minutes
Nathan G. Patterson, Koley Jessen
A summary of three business owner exits: a third-party sale, a transfer to a key employee, and a transfer to a family member. Each case study will detail a true client exit plan, each client’s goals prior to exit, the path taken to successfully exit, and the tools, techniques, and strategies to make it happen.
2:30 – 3:30 PM
Pathways to Exit | 60 minutes
Moderator: Nicole R. Konen, Koley Jessen
Panel Members: Laura Coenen, Chris Hawkins, Jack Henry, Paul Hogan, Ryan Zink
After spending significant time and energy focused on building a sustainable business, switching mindsets to plan for when and how to exit can be very difficult. Hear from a compelling panel of current and former business owners who have successfully navigated this challenge, and gain insight into the objectives and methodologies that went into their process.
3:30 - 3:45 PM
3:45 - 4:45 PM
Legislative and Market Updates Impacting Estate Planning | 60 minutes
Clark R. Youngman, Koley Jessen
Jeffery R. Schaffart, Koley Jessen
Comran E. Sharif, Koley Jessen
This session will provide an overview of key updates impacting business clients, including legislative and market updates. The overview of the Corporate Transparency Act will inform you about who and what must be reported and when reports are due. We’ll also cover the pass-through entity tax and its impact on Nebraska businesses. Finally, you’ll learn the M&A market outlook and trends for 2023 along with movement in valuation ranges, debt financing terms and other key M&A deal points.
4:45 – 6:00 PM
Continuing Education Credit Information:
Nebraska Board of Public Accountancy, pending
Certified Financial Planner Board, pending
Nebraska Department of Insurance, pending
Nebraska CLE, pending