A foundational component of exit planning is building enterprise value. A growing business is a healthy business. Whether it is funding a retirement lifestyle goal or ensuring that the next generation take the reins on a thriving business, growth is key. Companies can grow enterprise value by implementing a variety of strategies. This event will focus on one of them - acquisitions. 

The concept of an acquisition can be quite intimidating, especially for companies embarking on the strategy for the first time. The process is often intense and when done properly, quite nuanced. Identifying the target is just the beginning. 

This quarter's chapter event continues a format that we've used in the past - direct perspective from founders and entrepreneurs. EPI Greater Philadelphia is pleased to present a panel of successful business owners who've grown their companies through acquisitions. 


Learning Objectives:

  • Identifying additive acquisition targets – what’s involved and how do you get it right?
  • What advisors are involved in the acquisition strategy?
  • What is involved in target due diligence – financials, people, customers, market etc.?
  • How were the acquired businesses integrated? How long did that take?
  • With hindsight, how would these successful entrepreneurs change their transactions
  • Advice to entrepreneurs considering an acquisition strategy.


About the Presenters:

A panel of experts, the Jaclyn Ring, Amy Kothari, and Greg DuMont will be leading this event.

Thank you to our Sponsors

Event Location

Event Details

Date: Thursday, November 16, 2023
Time: 7:30 am - 9:45 am Eastern Time
Where: The Inn at Villanova | 601 County Line Road, Radnor, PA 19087
Cost: $60
EPI Hours:
Register Now

Who Should Attend?

  • 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.

  • 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.

  • 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.

  • 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.

  • 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

  • Private Business Owners

  • Members of Family Business Boards

  • Business Consultants

  • Professional Advisors

  • Other Business Professionals

  • Business Owners


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.