WHAT YOUR CLIENTS ARE ALREADY DOING WITH AI — AND WHY THEY'RE NOT TELLING YOU

EPI GREATER LOS ANGELES CHAPTER

Your clients are already using generative AI to research your firm, prepare for meetings, pressure-test your deliverables, and evaluate your recommendations — whether you know it or not. This is collapsing the information asymmetry that exit planning advisors have historically relied on, and it's reshaping every stage of the client engagement. In this session, the speakers will walk through what's actually changing in the advisor-client dynamic, drawing from real-world conversations and live demonstrations of what these tools can do with your work product. You'll leave with a practical framework for evolving your engagement model to build deeper trust with a more informed — and more skeptical — client.

Whether you're navigating a client's AI-generated objections or rethinking how your own deliverables hold up under scrutiny, this session will equip you to lead confidently in a landscape that's shifting under everyone's feet.

Learning Objectives:

1. Understand the modern relationship: how generative AI is shifting the exit planning client from passive recipient to active evaluator, and why that changes your positioning, pricing, and deliverable strategy.


2. Recognize the moments that matter: Recognize the specific moments in the client journey — from discovery call through deal execution — where AI-informed clients will challenge your process, and how to prepare for those conversations.
Evolve your work product: Learn how to evolve your work product from conclusions-first to reasoning-visible, so that your deliverables strengthen credibility rather than invite AI-generated second-guessing.


3. Develop a practical approach: develop a practical approach to engaging clients who arrive with AI-generated insights — distinguishing between productive informed dialogue and confidently wrong misinformation, without being dismissive of either.

About the Presenter:

Hear from industry experts Mike Zawitkowski and Greg Johnson.

Thank you to our Sponsors

Event Details

Date: Thursday, April 02, 2026
Time: 3:00 pm - 5:00 pm Pacific Time
Where: Capital Group | 11100 Santa Monica Blvd., 14NW Los Angeles, CA 90025
Cost: $50.00 Non-Members
Value Acceleration Knowledge 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.

  • 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 www.EarnCEPA.com.

  • Private Business Owners

  • Members of Family Business Boards

  • Professional Advisors

  • Business Consultants

  • Other Business Professionals

  • Business Owners

  • Business Owners & Their Trusted Advisors

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.

ABOUT THE PRESENTER

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