The Five Best Exit Planning Actions Business Owners Can Take Five Years Before They Exit


The Five Best Exit Planning Actions Business Owners Can Take Five Years Before They Exit

The five years before a business owner exits his or her business are the MOST VALUABLE FIVE YEARS of that owner’s life. Learn the FIVE BEST moves an owner can consider to not only make their business value peak at the right time, but also contribute to that owner’s overall personal and financial “readiness.”

Learning Objectives:

  • Learn the FIVE planning strategies for business owners to consider FIVE years before their exits.
  • Understand how these strategies will save the business owner money and taxes, but NOT hurt valuation.
  • Learn a unique “process” of operating a business while at the same time preparing the owner for the sale.


About the Presenter:

Hear from industry expert Mike Rodman, Founder and CEO of Best Practices of about the five best actions business owners can take.


Thanks you to our Sponsor:

This meeting is sponsored by the EPI San Diego Chapter.


EPI San Diego will be live streaming this and future events for those who are unable to attend in person. Link to follow. 

This meeting will be held at Corporate Alliance of San Diego.

Venue Address: 9540 Towne Centre Dr, Ste 150, San Diego, CA 92121


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

Mike Rodman, CFP, CEPA

Mike Rodman, CFP, CEPA

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