PERSONAL FINANCIAL READINESS: ARE YOU FINANCIALLY READY TO EXIT?
For many owners, the business has been both their primary asset and their identity—so what happens when the paycheck, purpose, and pressure suddenly change after an exit? In this interactive session, a wealth advisor, a business owner who has already exited, and a financial psychologist/coach explore what it really means to be personally and financially ready to leave your company. Together they will unpack how to translate a sale price into sustainable lifetime cash flow, how to design a post‑exit lifestyle that fits your values, and how to navigate the emotional and identity shifts that follow a transition. Attendees will walk away with practical tools and conversation prompts they can use with their families and advisory teams to align money, lifestyle, and purpose for the next chapter—not just close a deal.
Learning Objectives:
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Clarify your “number” and your needs
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Understand how to map desired post‑exit lifestyle, family commitments, and philanthropic goals into a concrete financial plan so you can answer, with confidence, “Can I afford to exit—and stay exited?”
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Anticipate the emotional and identity shift
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Recognize common psychological patterns after an exit—loss of structure, decision fatigue, regret risk, and pressure around a new liquidity event—and learn mindset and coaching tools to navigate them in a healthier, more intentional way
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Design a life and support system for the next chapter
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Learn a simple framework to design your ideal post‑exit week, align your time and spending with your values, and build the right advisory and peer support network so your wealth supports your life, not the other way around
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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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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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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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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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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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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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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Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
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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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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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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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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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Other Business Professionals
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Professional Advisors
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Business Consultants
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Members of Family Business Boards
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Private Business Owners
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Business Owners & Their Trusted Advisors
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Business Owners
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.