It’s time to put theory into action. In this interactive session, participants will apply the concepts from earlier meetings—initiating value-focused conversations, exploring the three legs of the stool, and collaborating across advisory disciplines—through real-world simulations. By practicing live owner conversations, advisors will refine their questioning techniques, learn how to guide owners toward clarity and readiness, and gain confidence in leading value acceleration discussions that open the door to meaningful engagement.
Learning Objectives:
1. Practice initiating and guiding value-based conversations with owners.
2. Strengthen collaboration skills across disciplines through realistic scenarios.
3. Build confidence in using exit planning language that drives owner action.
About the Presenters:
Hear from industry experts Donna Shin and Jim Mulcahy.
Thank you to our Sponsors
Event Location
Event Details
Who Should Attend?
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Attorneys
You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.
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CPAs/Accountants
Owners participating in the State of Owner Readiness research continue to indicate that you are the No. 1 "Most Trusted Advisor." You are a natural fit to lead the exit planning team and deepen your relationship (and retention) of next generation owners.
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Wealth Managers
You’re a skilled relationship person. Being entangled into your clients’ professional lives matters as you build a strategy to manage their wealth upon them harvesting it from their business. Exit planning allows you to build a deeper relationship with your client, expands your COI network, while giving you an early seat at table well before the liquidity event.
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Financial Advisors
One of the critical ‘legs of the stool’ is personal financing planning. An owner must have a strong financial plan & contingency plan post-transition to enable them to thrive in the next act of the lives personally and financially. Exit planning brings this future mindset into the present. Exit is now.
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Valuation Analysts
Valuation is both a billable engagement AND an opportunity to provide owners some perspective on how to accelerate value drivers (and deal with value killers). Use exit planning to make that valuation into a longer term value acceleration engagement.
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Investment Bankers
Only 2 of every 10 businesses that come to market actually sell. Learn how exit planning can bring attractive AND ready business to your purview.
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Estate Planners
Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.
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Strategic Consultants
One of the most critical roles in exit planning is building transferable value. Strategic consultants have the ability to expand options and drive rapid business value that affect performance today.
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Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
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Mergers & Acquisition Advisors
Proper exit planning causes less deals to fall through at the last minute. Connect with CEPAs to build your healthy deal flow network.
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Commercial Lenders
One of the best relationships a business owner makes is with their banker. How can you help your corporate clients think about the future and ensure financial continuity? Answer: exit planning.
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Family Business Advisors
More than 50% of lower middle market business owners would prefer to transition to the next generation. Help them succeed with exit planning strategies.
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Other Professional Advisors
Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.
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Private Business Owners
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Members of Family Business Boards
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Professional Advisors
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Business Consultants
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Other Business Professionals
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Business Owners
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Business Owners & Their Trusted Advisors
EXIT PLANNING IS GOOD BUSINESS STRATEGY
The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.
ABOUT THE PRESENTER
Donna D. Shin, MBA, CFP®, CEPA®
Donna Shin is a strategy-driven and relationship-oriented financial professional with more than 15 years of experience across wirehouses, RIAs, and multi-family offices. She is passionate about helping business owners and families navigate complex financial decisions—particularly those surrounding retirement, estate, tax, and exit planning—to achieve lasting financial peace of mind. No matter how intricate a client’s financial picture may be, Donna collaborates closely with them to craft personalized, actionable strategies that align with their goals and values. At the heart of her approach is a deep commitment to human connection and an appreciation for behavioral psychology, which enable her to uncover the intentions, motivations, and aspirations behind every financial plan.
Donna currently sits on the Board of the Chicago Chapter of Exit Planning Institute (EPI). Her deep appreciation for exit planning is rooted in personal experience. After losing her father at a young age, she watched her mother step into the business world for the first time by taking over my father's business. And while the business provided a comfortable lifestyle, the absence of proper guidance and planning meant her mother ultimately gave up the business without realizing its full enterprise value. That experience inspired Donna to dedicate her career to helping business owners and families like hers plan for financial freedom and preserve the legacies they’ve built.
In her previous roles, Donna managed investment strategies, led comprehensive financial planning initiatives, advised next-generation clients, and guided business owners through the exit planning process. She holds the Certified Financial Planner™ (CFP®) designation and the Certified Exit Planning Advisor (CEPA) designation, and earned dual BBA and MBA degrees from Loyola University Chicago in Marketing and International Business, with a concentration in Finance.
Jim Mulcahy
Jim Mulcahy joined AMP Business Valuations in late 2022. Before that, he worked as a small business accountant, focusing on family-owned businesses. His experience in this role has been invaluable in his position as a business valuation analyst at AMP. Alongside his analyst responsibilities, Jim also leads business development efforts in the Chicagoland area. Jim has a deep passion for supporting family-owned and small businesses. Growing up, he was immersed in the world of small businesses—his father continues to own and operate a family business, while his grandfather’s business is now managed by his mother, her siblings, and his uncle. Having witnessed both the rewards and challenges of running family-owned businesses, Jim leverages this firsthand knowledge to guide clients through consulting and exit planning strategies effectively.