Our CEO Chris Snider sat down with Dan Doran of Quantive for their first episode of their brand-new podcast series, “The Deal – Unscripted” to talk about exit planning, the three legs of the stool and the types of important conversations all CEPAs should be having with their clients. Be sure to tune in!Watch Video Now
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Dan Doran, EPI Capital Region President, CEPA Faculty Member, and a frequent speaker at events across the country, will be featured this September at the 2019 Exit Planning Summit teaching a session on how to start with the right number when creating a financial plan for an owner whose net worth is hinged on a successful business exit. If you like what you see in this podcast, be sure to follow Quantive’s blog for regular injections of new content in the valuation, exit planning, and M&A space.
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The Certified Exit Planning Advisor (CEPA) Program is the most widely endorsed and accepted exit planning designation in the marketplace today. Experience the EPI difference and determine if earning the CEPA designation is the next strategic move for you to reinvent yourself in a changing marketplace. Visit www.EarnCEPA.com today.