To the external world the sale of a business is the culmination of a lifetime of hard work.  But to the business owner, it can be both the happiest day of their life as well as the saddest day.   

Once the business is sold, business owners very often lose their identity.  They struggle to keep themselves busy and become paralyzed financially not knowing if the sale proceeds will allow them to maintain the standard of living that the business afforded them.  They are also unsure if they will be able to gift to their children and give to causes they are passionate about. 


Learning Objectives:

In this session, you will learn about:

  • What retirement looks like to a business owner in a post sale world
  • Wealth planning, long-term financial planning, investment management are all issues that will be introduced and discussed as a business owner begins to define a new financial road map across unknown terrain in a post liquidity event landscape


About the Presenters:

Learn from industry experts, Yelena Vayner, Senior Vice President and Private Wealth Advisor for Capital Group Private Client Services, Pamela Rubin Cohen, Vice President of Philanthropy Services for First Foundation Bank, and Jeff Ruderman, Wealth Strategist for Capital Group Private Client Services.


*Please Note: This meeting is free to attend virtually. If you are attending virtually, please register here through Zoom. If you are attending in-person, please use the button on the right.

Register for our first six meetings of 2023 and receive a one-meeting off discount! Click here for more information. 

Thank you to our Sponsors

Event Details

Date: Wednesday, August 23, 2023
Time: 2:30 pm - 4:30 pm Pacific Time
Where: In-Person Location: The Capital Group | 11100 Santa Monica Blvd., Los Angeles, CA 90025
Virtual Location: Zoom
Cost: $30.00
EPI Hours:
Register Now

Who Should Attend?

  • Business Owners

  • Other Business Professionals

  • Business Consultants

  • Professional Advisors

  • Members of Family Business Boards

  • Private Business Owners

  • 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.

  • 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.

  • 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.

  • 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.

  • 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


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.