How to make sure value is enhanced for the business owner throughout the selling process is the subject of this panel discussion. Most owners can’t sleep unless they are convinced they have sold their major asset for the highest possible price, yet they are ill equipped to manage the process successfully. 

In this interactive panel discussion, we will discuss the #1 concern business owners have about selling their business, how to identify the right buyer for a business, and how to prepare for the frustrating surprises. 


Learning Objectives:

  • Review several liquidity options (not just an outright sale). 
  • Discuss the ideal preparation for a liquidity event. 
  • When and how to take advantage of leverage. 
  • What to advise the client near the end of the process. 

About the Presenters:

Hear from industry experts Josh Donnelly, M&A Advisor, and Soeren Aarup, Certified B2B Exit Advisor, Certified M&A Advisor.

Event Location

Event Details

Date: Thursday, October 24, 2024
Time: 2:30 pm - 4:00 pm Pacific Time
Where: Heroes Restaurant | 950 Ontario Mills Dr, Ontario, CA 91764
Cost: $35, Free for Members
EPI Hours: 1.5
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.

  • Business Consultants

  • Business Owners

  • Business Owners & Their Trusted Advisors

  • 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.

  • 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.

  • Estate Planners

    Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.

  • 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.

  • 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.

  • Insurance Professionals

    Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.

  • 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.

  • Members of Family Business Boards

  • 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.

  • Other Business Professionals

  • Other Professional Advisors

    Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at

  • Private Business Owners

  • Professional Advisors

  • 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.

  • 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.


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.