Understanding the psychological journey of individuals undergoing significant wealth events, such as the sale of a business, is paramount in effective exit planning. This session offers insights into the intricate mindset of business owners as they navigate the complexities of preparing for an exit. By delving into their perspective, we gain invaluable tools to communicate with owners empathetically and effectively. Armed with this understanding, we can tailor our approach to align with their emotions, concerns, and aspirations, ultimately fostering a more collaborative and supportive relationship throughout the exit planning process. Through this lens, we empower ourselves as exit planners to guide owners confidently towards achieving their goals and securing a successful transition.

Learning Objectives:

  • Understand the psychological and strategic adjustments required when transitioning from the role of business owner to preparing for an exit.
  • Identify key considerations and factors involved in shifting mindset and priorities towards exit planning, including assessing personal and professional goals.
  • Develop strategies for navigating the complexities of the exit process, including maximizing value, minimizing risks, and ensuring a successful transition to post-exit endeavors

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Event Location

Event Details

Date: Wednesday, May 29, 2024
Time: 2:00 pm - 4:00 pm Central Time
Where: Inspire11, Suite 1150 | 1 N Dearborn St. Chicago, IL 60602
Cost: $50
EPI Hours: 2
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Who Should Attend?

  • Attorneys

    You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • Business Owners & Their Trusted Advisors

  • Business Owners

  • Other Business Professionals

  • Business Consultants

  • Professional Advisors

  • Members of Family Business Boards

  • Private Business Owners

  • Other Professional Advisors

    Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at

  • 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.

  • 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.

  • 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.

  • Insurance Professionals

    Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.

  • Estate Planners

    Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.

  • 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.


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.