Exit Planning Stories From the Road


Exit Planning Stories From the Road

“Complex goals are often best achieved when you are not trying to achieve them directly.” That’s the advice from John Kay, a leading economist and Visiting Professor of Economics at the London School of Economics, a Fellow of St John’s College, Oxford.

And it’s very good advice when it comes to exit strategies. Right now, your business owner clients are probably not working on ending their businesses—they are trying to grow them. Yet at the same time, they still must work toward achieving the complex goal of making a great exit.

When it comes to transitioning out of business, most business owners probably don’t know what they don’t know. They may think it is just “cashing out of business” or an event rather than a process.

In this webinar, we will discuss past client experiences that will shed light on the psychology of exit, as well as issues owners struggle with. We will then discuss how to navigate various business owner issues regarding exit.


Learning Objectives:

  • The psychology of exit and why owners struggle with it
  • Understand how to get a business owner to think long term and prepare for an exit
  • Examples of exit stories (successful and unsuccessful) and lessons learned


About the EPI Free Exit Planning Education Series:

The EPI Educational Webinar Series is a FREE monthly web-based continuing education presentation for EPI members and the general public. Topics for the webinars complement the EPI Value Acceleration Methodology, a process created by Christopher Snider, and taught the Certified Exit Planning Advisor (CEPA) Program. These one-hour educational broadcasts are taught by industry experts from across the nation. Register today and enhance your exit planning knowledge every month with EPI!


Exit planning is one of the fasting growing industries in the financial/professional services industry and EPI is committed to bringing you the best industry content…right at your fingertips! We are proud to offer hundreds of free webinars each year to keep you current on technical, business development, and special interest topics: all designed to help you sharpen your skills and advance your career.

Meet the Presenters

Mark Kravietz

Mark Kravietz

Managing Director & Partner

About Mark

Sarah Djamshidi

Sarah Djamshidi

Managing Partner, SpeedShift Ventures

About Sarah


HighTower is an elite community of independent-minded financial advisors you can trust. All HighTower advisors are fiduciaries, meaning they have a legal obligation to act in the client’s best interests. Our advisors provide financial advice with a soul, getting to know the families they serve in order to help build better lifestyles, achieve specific goals and create long-term stewards of wealth. By combining radical transparency, integrity and sophistication, we are reshaping the financial services industry from the inside out.

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