Excellence In Elegant Exits: Exceptional Exits Begins With Superior Exit Planning

Beginning with the end in mind is the backbone of a successful and elegant exit.

Every successful business transition begins with a plan. In this session, we'll explore why planning your exit from day one is essential to building long-term value, attracting the right buyers, and preserving your legacy.

The webinar brings together industry leaders in exit planning, law, and institutional investments to share insights into the strategies Certified Exit Planning Advisors (CEPA®) use to maximize outcomes and protect owners from leaving money on the table. Whether your exit is years away or just over the horizon, this discussion will show you how foresight today leads to freedom tomorrow.

Additional Speakers

Natalie Roberts, CEPA®
CEO, iKadre

For Natalie Roberts, Certified Exit Planning Advisor (CEPA), longtime M&A executive, and CEO of iKadre, the foundation of every successful exit is superior exit planning, starting the day the business is launched.

Natalie's mission is clear: empower women entrepreneurs to align their business journey with the future they envision. Having led Hewlett-Packard's $13.9 billion acquisition of EDS and guided countless founders through transitions, she has seen firsthand how planning with the end in mind builds confidence, preserves value, and leaves a lasting legacy.

Russell Ballew, MBA, CPWA®, CEPA®, CFP®
Private Institutional Client Advisor, Raymond James

Russell Ballew collaborates with Chief Investment Officers (CIOs) to cultivate continuous improvement and build enduring legacies. With over 15 years of experience in financial planning and investment management, he helps clients, including UHNW and family offices, align benevolent purpose with sustainable growth.

Russell's advisory philosophy centers on Kaizen, improving 1% every day through disciplined strategy and long-term commitment to best practices that protect and enhance enterprise value.

Joshua Mandel
Managing Partner, The Mandel Family Office

Joshua Mandel leads The Mandel Family Office, advising high-net-worth families and corporate leaders on integrated legal, accounting, and wealth management strategies. With over 20 years of experience across finance, healthcare, and technology, he specializes in tax mitigation, estate structuring, and long-term value preservation.

Before founding the firm, Joshua directed corporate strategy at McKesson, leading a billion-dollar acquisition, and held leadership roles at Novartis Oncology, AbbVie, and Goldman Sachs. He earned his M.B.A. from Northwestern University's Kellogg School of Management and a B.A. with honors from Brown University.