The panel aims to enhance understanding of the value and process of integrating independent advisors in family businesses by drawing from real-world experiences and expertise. It seeks to provide participants with actionable insights. Additionally, the panel encourages the adoption of best practices in family business governance.

Learning Objectives:

  • Challenges in Integrating Independent Advisors: Examination of common barriers to incorporating independent advisors in family business boards and strategies to overcome them. 
  • Benefits of Independent Advisors: Insights from both family business owners and advisors on the tangible benefits that independent advisors bring, including enhancing governance, aiding in strategy formulation, and navigating complex family dynamics. 
  • Case Studies: Real-life examples from the panelists highlighting the successful integration of independent advisors and the impact on business growth and family dynamics. 
  • Future Outlook and Recommendations: Forward-looking perspectives on the growing importance of independent advice in family businesses, with practical recommendations for family businesses at different stages of considering or integrating independent advisors. 

About the Presenter:

Hear from industry expert Jeffrey Vlasic, M&A Advisor, NACD.DC Independent Director, V&R Advisory & Capital.


Event Location

Event Details

Date: Wednesday, December 18, 2024
Time: 7:30 am - 9:45 am Eastern Time
Where: The Inn at Villanova University | 801 County Line Road, Radnor, PA 19087
Cost: $60 per person – Business owners can bring two additional participants (family members and/or key employees for free).
EPI Hours: 2
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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.

  • 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.

  • 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.

  • 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.

  • 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


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.