Calling all exit planning sharpshooters! Put your knowledge to the test in the "Exit Planning Showdown: Trivia for Top Guns." This Jeopardy-style competition throws challenging questions your way, drawing from Chris Snyder's book, Walking To Destiny, LA Owner Readiness market data, chapter member insights, and core exit planning strategies. Team up with fellow professionals, strategize your answers, and see who emerges victorious as the ultimate exit planning Top Gun! 


Learning Objectives:

  • Increase awareness of key exit planning concepts: By incorporating questions based on Walking To Destiny, LA Owner Readiness market data, chapter member insights, and core exit planning strategies, attendees will be exposed to a range of important topics related to business succession planning. 
  • Enhance understanding of the local exit planning landscape: Questions leveraging data from the LA Owner Readiness Survey will help attendees gain insights into the specific challenges and opportunities faced by business owners in the Los Angeles area when it comes to exiting their businesses. 
  • Promote collaboration and knowledge sharing:  The team-based format with rotating topics will encourage participants to work together, discuss different exit planning approaches, and share their expertise within their teams

Event Location

Event Details

Date: Wednesday, July 17, 2024
Time: 11:00 am - 1:00 pm Pacific Time
Where: 32037 Agoura Road, Westlake Village, CA 91361
Cost: Free for members, $100 for Guests
EPI Hours: 2
Register Now

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.

  • Business Owners & Their Trusted Advisors

  • Other Business Professionals

  • Business Owners

  • 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 www.EarnCEPA.com.

  • 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.

  • 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.

  • Estate Planners

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

  • 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.

  • 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.

  • Insurance Professionals

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