Estate planning and business succession planning go hand in hand when discussing long term goals for business owners. In this presentation we look at the challenges that business owners face while starting, growing and succeeding their business and how solutions can be provided utilizing insurance planning strategies. These strategies can impact the day to day performance, drive the business to succession and achieve the highest profitability in dollars as well as family happiness for the owners. We will close with a unique strategy that advisors can use to provide benefits to the owner and their key employees to provide for the security of their future as well as add Vitality to their portfolio. 


Learning Objectives:

  • What are some of the challenges business owners face while starting, growing, and succeeding their businesses?
  • We will look at strategies that can impact the day to day performance, drive the business to succession and achieve the highest profitability in dollars as well as family happiness for the owners. 
  • Through case studies and practical examples, participants will learn actionable tactics for addressing key challenges and achieving sustainable growth while balancing the needs of the business and the well-being of the family.

Event Location

Event Details

Date: Wednesday, October 30, 2024
Time: 2:00 pm - 5:00 pm Central Time
Where: Ronald McDonald House Charities | 211 E Grand Ave., Chicago, IL 60611
Cost: $50
EPI Hours: 3
Register Now

Who Should Attend?

  • Business Owners & Their Trusted Advisors

  • Business Owners

  • Other Business Professionals

  • Professional Advisors

  • Business Consultants

  • 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.

  • 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.

  • Estate Planners

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

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • Attorneys

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


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.