From Ownership to Legacy: Insights on Exit Planning for Family Businesses

Watch our insightful webinar where Todd Brand and Tim Egart, both Certified Exit Planning Advisors (CEPA®), share their thoughts on exit planning for family business owners. This session covers the essential strategies and considerations to ensure a smooth transition of your business, preserving both family harmony and wealth across generations.

During this on-demand webinar, Todd Brand and Tim Egart share their expertise on exit planning for family business owners. Todd and Tim discuss:

  • Understanding the exit planning process and its importance
  • Strategies to build significant value in your business before exiting
  • Preparing your family and business for a successful transition
  • Common pitfalls in family business transitions and how to avoid them
  • Insights on maintaining family harmony during ownership changes

Don’t miss this opportunity to gain valuable insights from industry leaders.

Tim Egart, CFP®, CEPA®, AIF® is a Senior Wealth Advisor and Partner at Brand Asset Management Group. Tim enjoys spending his time with clients crafting plans to accomplish their goals – paying close attention to the investment, estate, risk, and tax implications of the decisions made.  His desire is to establish a deep relationship allowing for a true partnership with every client. Tim demonstrated his commitment to the firm by becoming a partner in February of 2022.

Tim earned a Master of Business Administration from Saint Louis University’s John Cook School of Business and a Bachelor of Science in Finance from Arkansas State University.  He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and holds the CEPA® and AIF® designations.

Todd Brand, AIF®, CEPA®is the Chief Executive Officer and President of Brand Asset Management Group. With over 30 years of experience in wealth management, institutional investment, and retirement planning, Todd brings a wealth of knowledge and expertise to the firm.

Todd earned his undergraduate degree in Financial Services & Planning and his MBA from Baylor University in Waco, Texas. He obtained the Accredited Investment Fiduciary® (AIF®) designation in 2009, which underscores his understanding of the Prudent Practices® and methodology. In 2024, Todd became a Certified Exit Planning Advisor (CEPA®), equipping him to help business owners build significant value in their organizations while planning for life beyond their businesses.

Active in both the professional and local community, Todd serves on the Advisory Board for Missouri Baptist University School of Business and supports numerous nonprofits, including For His Glory Ministries, Focus on the Family, and the Fellowship of Christian Athletes. He also mentors in the EO Elumni Mentorship Program and is a member of the Financial Planning Association, West County Chamber of Commerce, and the Entrepreneurship Institute. Outside of his professional responsibilities, Todd, alongside his wife Holly L. Brand, PhD, speaks on leadership, marriage, faith, and family.