Business owners are unique in they face a number of issues non business owners don’t.  Businesses have to plan for the loss of key employees and/or a business partner/s.  Well before a planned sale owners should have a plan to keep the employees onboard, post-sale, in order to maximize the sale priceAdditionally, there is the estate plan for the owners, post-salePre-sale we have a potential liquidity problem and post-sale can look very different.  With the correct planning all these issues can be solved. 

Learning Objectives:

  • Insurance of integral in the proper planning for all phases of a business owner's life:
    • Planning for a loss (Owner, partner, key-person)
    • Planning for an exit (Positing for the highest value)
    • Needs for life insurance from the buyer's perspective
    • What can go wrong?
    • Planning post sale (Estate issue)

About the Presenters:

Hear from industry Nicole Rex, CEO Watermark Life and Robert Kulle, CEO Heritage Capital Strategies. 

Thank you to our Sponsors

Event Details

Date: Wednesday, November 15, 2023
Time: 11:00 am - 1:00 pm Pacific Time
Where: Vintage Room at Westlake Village Inn | 32037 Agoura Road, Westlake Village, CA 91361
Cost: $75
EPI Hours:
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.

  • 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.

  • 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.

  • Insurance Professionals

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

  • 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.

  • 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.

  • Other Professional Advisors

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

  • Private Business Owners

  • Members of Family Business Boards

  • Professional Advisors

  • Business Consultants

  • Other Business Professionals

  • Business Owners


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.