First Annual Owner Engagement Mid-Year Summit

COLLABORATIONS, IDEA SHARING, AND THE DEVELOPMENT OF BEST PRACTICES

Owner Engagement Mid-Year Summit


First Ever Mid-Year Summit: Eleven Leaders Meet to Collaborate

On July 11-12, 2019, the Exit Planning Institute hosted members of the Owner Engagement program for the first annual Owner Engagement Mid-Year Summit in Cleveland, OH.

This gathering served as an opportunity for the group to gather face-to-face, supplementing their monthly virtual gatherings, for collaboration, idea sharing, and the development of best practices for the expansion of owner education through the OwnerRoundtable™ workshop series.

Sessions and panel discussions were led by CEPAs on topics that included: Working with Business Owners Remotely, How to Build a Powerful Network, 90-Day ORT Launch Lessons Learned and Collaboration with M&A Firms.

Everyone also participated in a ‘One Killer Idea’ Shark Tank-style competition where some valuable new ideas where shared and voted on by the group (with the winner taking home $1,400). This competition, along with the other feedback provided, has led to the creation of a ‘Best Practices’ list and provided clear direction on future content releases and support strategies for members of this program. It wasn’t all business though, as Wes Shelton, CEPA, CM&AA, and Dan Smith, CM&AA, of SM2 Advisors hosted a private bourbon tasting event with several limited-release, sought-after spirits from Kentucky prior to dinner on the first day.

As one attendee put it, “It was a great couple of days. I really enjoyed meeting all of you. And I learned A LOT from you guys. A lot of talent in the room. It amazed me how willing everyone is willing to share. I really like this group.”

The group will meet again in San Antonio in September, prior to the start of the Exit Planning Summit, as we look to continue to #ChangeTheOutcome for business owners.

About the Owner Engagement Program:

The single biggest challenge facing exit planning advisors today is competition.  But not your typical competition, not the “advisor next door.”  You are up against the greater opponent: DOING NOTHING. The OwnerRoundtable Series, a part of the EPI Owner Engagement Program Membership, is a robust learning asset kit that advisors can leverage in their practice to attract the right clients, quicken the lead-nurture process, and land long-term exit planning engagements.

Are you a CEPA who using events and education to create meaningful client relationships and win new business? Explore how the OwnerRoundtable series and the EPI Owner Engagement Membership fit into a successful integrated business development strategy.

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More than a credentialing company.

“This Methodology is Going to Supercharge My Practice!” -Justin Goodbread, CEPA, CFP®

Official ‘Exit Planning’ Definition: Exit planning combines the plan, concept, effort, and process into a clear, simple strategy to build a business that is transferable through strong human, structural, customer, and social capital. The future of the business owner, his/her family, and the business itself are addressed by exit planning through creating value today.

Exit planning is not just a plan (or a keyed-in report to print out for an owner). It is a strategy rooted in execution that grows value while expanding options so that an owner can transition the business on his/her terms when they are ready. It aligns the business, personal, and financial needs of the owner. Good exit planning utilizes the Value Acceleration Methodology™ to move clients through discovery, prepare, and decide gates. Certified Exit Planning Advisors (CEPA) educate the owner on all of the exit options and enters an engagement with an exit-option-agnostic perspective as to truly serve the business owner’s diverse needs. CEPAs collaborate with a seasoned, multi-disciplinary team of professionals to support the success of the business owner and use each other’s specialties and expertise to the benefit of the project. [view the award-winning methodology]

“Why did I earn CEPA when I already had an exit planning designation? Simple, the network. The quality of the EPI advisor network is unmatched.” -Paul Meyer, CEPA, CBEC

Do you consider your COIs or your referral network as the #1 source for new business? Look no further for your next membership affiliation. Formed in 2005 to serve educational and resource needs of financial planners and wealth managers, CPA/accountants, attorneys, commercial lenders, M&A advisors and business brokers, management consultants and other business advisors, the Exit Planning Institute is considered the standard trendsetter in the field of exit planning across the globe. It is the only organization that offers the Certified Exit Planning Advisor Program (CEPA) and qualifies for continuing education credits with twelve major professional associations, making it the most widely accepted and endorsed professional exit planning program in the world. [find a CEPA in your area]

“As a CPA, nothing is more important than exit planning.” -Bill Kenedy, CPA/ABV, CFF, CEPA

Our founders paved the way for the organization we are today. In the past three years alone, EPI has grown by more than ten times. We support and enable thousands of professional advisors who are leading the way in their local marketplaces across the globe. We invite you to join the community and experience the EPI difference.

We are powered by a dedicated staff, industry experts, and market leaders, that are passionate about providing top professional advisors the best industry content, ongoing practice support, and owner education resources. From humble beginnings, EPI has grown to become the exit planning market leader while staying focused and true to our mission. We are an education company that certifies and supports more than 900 CEPAs (and counting) as well as thousands of advisors worldwide through national, regional, chapter, and virtual education. Explore our history and make plans to play a part in our future. [explore the EPI history timeline snapshot]

“You want to have the best credential in the industry. So my advice is that you have to go with Exit Planning Institute.” -Vincent Mastrovito, CEPA, CBEC

Do you want help in an increasingly commoditized or oversaturated marketplace? Do you want just another designation for your business card or do you want the credentialing education that helps you adapt and thrive in a rapidly changing industry? You’ve come to the right place.

The Exit Planning Institute creates an exit planning “ecosystem,” and due to the diverse nature of exit planning, EPI has fostered a hyper-engaged exit planning community. This community includes CEPAs, other collaborative advisors, strategic alliance partners, academicians, the media, and business owners from across the globe made up of 15 countries, 44 U.S. States and representing over a dozen different professional disciplines. To serve this elite and cross-functional community on one major platform, EPI produces the best content as it relates to exit planning, succession planning, and value acceleration, provides ongoing advisor support and practice development, and creates connectivity to transitioning business owners. [connect with us today]

Explore the unmatched professional development experience and gain your next competitive edge in 2019.

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.