Process With a Purpose: Building an Advisory Team for the Business Owner


Process With a Purpose: Building an Advisory Team for the Business Owner

For owners, a business is more than a source of income. It’s a product of their labor, their vehicle of investment, and the most valuable asset on their balance sheet. Advisors must work together to balance these competing interests during the exit planning process. In this presentation, Kellie will outline strategies for building a team that addresses the personal and financial objectives of owners through the planning process of business sales.


Learning Objectives:

  • To identify wealth management processes that help business owners resolve competing personal and financial objectives in the exit planning process.
  • To describe the importance of building a well-rounded advisory team for the business owner during the planning stage.
  • To describe strategies to build a multidisciplinary advisory team.


About the Presenter:

Learn from industry expert Kellie Sheryak on building an advisory team for a business owner.

Meet the Presenter


Thank you to our sponsors:

This meeting will be held at Central Bank Community Room.

Address: Flash Cube Building; 9300 Shelbyville Road, Louisville, KY 40222


The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting

About the Presenter

Kellie Sheryak

Kellie Sheryak

CEPA of UBS Financial Services, Inc.

Meet Kellie Sheryak

Kellie serves as the Senior Vice President for Wealth Management at UBS Financial Services. Over the past 20 years, she has helped clients manage their wealth through good times and bad, working with second and third generations.  Kellie is one of a small number of advisors who have earned the designation as a Private Wealth Advisor. Her years of service in the financial industry has provided a strong foundation for her planning strategy, from which she provides highly personalized services to clients.



  • Graduated from Hanover College
  • Holds Series 7, 63, and 65 securities licenses
  • Holds Life and Health Insurance licenses
  • Holds CEPA designation
  • Chapter President of the Kentuckiana Exit Planning Institute
  • Recognized by Barron’s as one of the top 1000 Financial Advisors in the US (2012)
  • Nominated for the Barron’s Top 100 Women Advisor List
  • Recognized as one of the top Kentucky Advisors by Forbes
  • Selected as one of the top 250 women advisors by Forbes nationally.

Continuing Education

One (1) CPE hour


NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact Josh Koza at