How Advisory Boards Can Be Used in
the Exit Planning Process


How Advisory Boards Can Be Used in the Exit Planning Process

What is an advisory board? The formal definition: An advisory board is an organizing body that provides non-binding strategic advice to the management of a corporation, organization, or foundation. As an advisor, you can likely appreciate and understand how having advisory board helps your business owner clients run their businesses better.

But, what is the role of advisory boards in the exit planning process? Understanding the roles and value of an effective advisory board can lead to more successful exits long-term.

Our speaker is Marc Fortune, CEO, Force Five Advisory, which is a firm exclusively focused on private board development.


Learning Objectives:

  • Identify typical excuses for not having an advisory board or outside directors
  • Correlate how boards can help companies flourish
  • Cite examples of advisory board input to facilitate successful exits


Registration is free. Thank you to our Sponsors:




This meeting will be held at Bradley Arant Boult Cummings Law Offices.

Address: Bradley Arant Boult Cummings LLP | Roundabout Plaza | 1600 Division Street, Suite 700 | Nashville TN 37203


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

Marc Fortune

Marc Fortune

CEO, Force Five Advisory

Contact Marc

About Marc Fortune:

Marc Fortune has served on the Board of Directors of a public company and currently serves on the Board of several privately-held companies. He spent ten years in the corporate world before starting his entrepreneurial pursuits. He has started, acquired and successfully exited several businesses. He has chaired several non-profit boards in Middle Tennessee. He has also served on the governance board of the Nashville Capital Network.

Learn more about Force Five Advisory by visiting the website:


Continuing Education

This meeting qualifies for the following continuing education credits:

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