Note for Chapter Members:

Are you a Member of the Fort Lauderdale chapter? Click here to register. 

The upcoming discussion will comprehensively review the current lending and banking environment, covering critical aspects such as interest rates, terms, qualifications, and ancillary services. Within this context, the discourse will specifically delve into the criteria that bankers prioritize when making lending decisions. Furthermore, the session will provide valuable insights into proactive strategies for planning and financing business growth. Additionally, a key focus will be placed on examining the intricate dynamics of how debt can significantly impact business transitions. This structured exploration aims to equip participants with a nuanced understanding of the multifaceted considerations within the financial landscape, fostering informed decision-making in the realms of lending, finance, and business development.

Learning Objectives:

  • Provide attendees with an update on the current banking and lending environment and qualifying criteria, loan to value parameters, rate ranges, returns on excess cash/deposits, fees, etc. 
  • Provide application-oriented knowledge about proactive planning to improve succession securing loans and lines of credit. 
  • Provide insight on how capital structure (debt and owner capital) affects transition planning (sale, gift, transfer at death, etc. (the “5 Ds” – death, disability, divorce, distress, disagreement) 

About the Presenters:

This event will be a moderated roundtable discussion with experienced/tenured middle market/commercial bankers from at least 2 different financial institutions. To also include audience Q&A.

Thank you to our Sponsors

Event Location

Event Details

Date: Thursday, May 09, 2024
Time: 5:30 pm - 7:30 pm Eastern Time
Where: Mass Mutual Offices | 1000 Corporate Dr, Suite 700, Fort Lauderdale, FL 33334
Cost: $35
EPI Hours: 2
Register Now Chapter Member Registration

Who Should Attend?

  • 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.

  • 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.

  • 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

  • Business Owners

  • Business Consultants

  • Professional Advisors

  • Other Business Professionals

  • Members of Family Business Boards

  • Private Business Owners

  • Business Owners & Their Trusted Advisors


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.