Real Tales in Exit Planning: A Business Owner Panel


Real Tales in Exit Planning: A Business Owner Panel

The best business transition advice comes from the CEOs / business owners who have been through the experience. Our panelists will share their stories on exit planning and divulge the valuable lessons they learned along the way.


Learning Objectives:

  • To better relate with a business owner’s decision to sell.
  • To learn how a business owner can prepare for a sale.
  • To recognize pros and cons of various exit options from the business owner’s perspective.
  • To better understand the acquisition perspective.


About the Moderator:

Learn from a panel of industry experts, moderated by Lewis Rudy, Founder and President of Rudy and Associates, about real tales in exit planning.


Thank you to our sponsors:

This meeting will be held at Central Bank – Flash Cube Building

Address: 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 Moderator

Lewis Rudy

Lewis Rudy

Founder and President of Rudy and Associates

Meet Lewis Rudy

Lewis Rudy is Founder and President of Rudy and Associates. Lewis works with business owners and their teams to build strong, intentional business growth. He identifies, isolates and eliminates the root causes of margin compression and under performance. He has worked with dozens of regional, national and international companies to redefine and add real value to the organization. Typically, year-over-year results turn into triple-digit profit improvement. Lewis’ approach is challenging and always brings about actionable change. In addition to his client work, he actively facilitates a number of CEO and Senior Leadership roundtables as well as educational programs such as REDI.

Lewis is an inspiring teacher and mentor, empowering employees and leaders to innovate and exceed performance metrics. He has a history of providing companies and organizations with immediate and long-term success.

Lewis graduated with a degree in Political Science and History from Concordia University and completed the Stanford University Graduate School of Business in the Finance and Accounting for the Non-Financial Executive program.

Continuing Education

One (1) CPE hour

One (1) CFP® credit


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