The Five D’s of Business Ownership:
How Do We Handle the Crisis?


The Five D’s of Business Ownership: How Do We Handle the Crisis?

Many of us know someone that has experienced at least one of the famous five Ds of business ownership. All business owners think they can avoid some of these, but not all….especially #5. We will review their dismissal of these involuntary events, the associated fears, the attempts to avoid, and better methods to handle the five Ds so owners are better prepared to handle a crisis.


Learning Objectives:

  • Learn what the 5 D’s are and the likelihood of one of them disrupting your client’s business.
  • Appreciate the consequences of any business in the event of one or more of the 5 D’s.
  • Understand how to prepare for and minimize any occurrence of one or more of the 5 D’s.
  • Improve your ability to educate owners about these often ignored issues.
  • Recognize the importance of and develop advisor & owner collaboration to de-risk your client’s business.


Meet the Presenter


Thank you to our Sponsor:


This meeting will be held at Cili Restaurant at the Bali Hai Golf Club.


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


Meet Chuck Mohler:

Motivated by helping people achieve their dreams, Charles A. “Chuck” Mohler has nearly 25 years’ experience in business operations, financial consulting, real estate, and trust deed investments. As president and founder of Eagle Corporate Advisors, he uses his vast experience to serve as the trusted advisor for business professionals like you who realize they can’t always know it all and do it all.

Eagle Corporate Advisors works with you to improve and streamline all areas of your organization, from mission and vision to market and operational drivers, helping you achieve your business goals and dreams.

Beyond his impressive list of credentials as a Certified Public Accountant, Chartered Global Management Accountant, Certified Exit Planning Advisor, Certified Value Growth Advisor, Certified Merger & Acquisition Advisor and Certified Valuation Analyst. Chuck is well-respected for his dedication and desire to serve his clients above and beyond their expectations.

What are all these designations? Do those letters even matter? Yes! Becoming a CPA, CGMA, CEPA, CVGA, CM&AA or CVA isn’t just a one-time certification exam. It demonstrates a continuing commitment to professional lifelong learning, your assurance that Chuck’s guidance is grounded in the most current and comprehensive knowledge available in the market today.

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

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: