Integrating Exit Planning into Your
Successful Practice

ORANGE COUNTY CHAPTER EVENT

Integrating Exit Planning into Your
Successful Practice


Exit Planning is one of the most comprehensive professions and its impact on the business owner is often life-changing. So how does an already successful advisor who makes a core living doing something else, which may or may not be related to Exit Planning, integrate Exit Planning into an already busy schedule? Well, it takes careful planning and relentless execution to do this correctly. Learn the secrets of success in Exit Planning and see why it’s the ultimate “team sport.”

 

Learning Objectives:

  • How to redefine the scope of your practice in your introductory meeting with prospective clients
  • How to position legal, tax, or wealth management topics with an eye towards Exit Planning
  • How to re-invigorate your practice by doing Exit Planning—the ultimate team sport

 

About the Presenter:

Learn from industry expert Mike Rodman, Founder and CEO of Best Practices of America.

Meet the Presenters

 

This event is free to attend! Thank you to our Sponsors:


This meeting will be held at Maggiano’s South Coast Plaza.

Address: 3333 Bristol Ave. Costa Mesa, CA 92626

EXIT PLANNING IS GOOD BUSINESS STRATEGY

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 www.EPIOrangeCounty.org.

About the Presenter


Mike Rodman

Mike Rodman

Founder and CEO of Best Practices of America

Meet Mike Rodman.

Mike Rodman is the Founder and CEO of Best Practices of America, a national, business owner centric wealth management organization. Mike is a two-time member of the Inc. 500 list of fastest-growing companies. He has founded, bought, or sold over 15 businesses in multiple industries. His successful business owner experience has given Mike unique insights into the “real life” of the business owner and he fully understands why most business owners fail to plan for the most important moment in their business — the EXIT!


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 JKoza@Exit-Planning-Institute.org.