Attractiveness versus Readiness


Attractiveness versus Readiness

As more and more owners look to exit their business, they need will need assistance with two key concepts: Attractiveness and Readiness. Both have a significant impact on the value of a business enterprise, however, they are not the same. During this meeting, our presenters will discuss the factors which impact attractiveness and readiness and how you can help your clients increase the value of their business by better preparing them for both.

Learning Objectives:

  • Discuss the differences between attractiveness and readiness
  • Assess exit readiness factors
  • Ways to help clients improve their company’s attractiveness

Makes plans to join this event and get a deeper understanding of the difference between attractiveness and readiness and how you can use these factors to drive value.


Thank you to our Sponsors:



Download the Research:

Are you interested in national and regional research that studies how business owners self-score their readiness levels?  Download the EPI State of Owner Readiness research reports and read up on the current state of major markets across the country:

2013 National 2017 Twin Cities 2018 Georgia 2017 Nashville 2017 San Diego 2018 Arizona 2018 Long Island

This meeting will be held at Lehigh University.


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 Presenters

Brian Sharkey, CPA, CVA, CEPA

Brian Sharkey, CPA, CVA, CEPA

Director, Audit & Accounting

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Steven E. Staugaitis, CPA, CVA

Steven E. Staugaitis, CPA, CVA

Director, Audit & Accounting, Family Business Services Specialist

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Continuing Education

CEPAs receive 1 CE credit

CPAs receive 0 CPE credit

*Proper documentation must be collected and submitted to qualify for continuing education.

cpe-logo-png-full-colorThe Exit Planning Institute (EPI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website at: