The successful sale of a company takes tremendous effort. Growth and value must continue to be created. Persistence and patience help get the deal done.
Learning Objectives:
• What drives an owner to sell or not sell?
• How do you grow and create value to build an attractive company?
• Who are the key advisors that help along the way and how?
• How does it feel once you’ve sold and what is you experience post-sale?
• What would you have done differently if you had known then what you know now?
About the Presenters:
Learn from industry experts Aaron Labowitz, CEO and Owner Of Entertainment Earth, Inc., and Merryll McElwain, Senior Wealth Advisor at Wilmington Trust.
*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.
Thank you to our Sponsors




Event Details
Who Should Attend?
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Attorneys
You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.
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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.
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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.
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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.
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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.
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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.
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Estate Planners
Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.
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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.
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Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
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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.
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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.
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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.
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Other Professional Advisors
Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.
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Private Business Owners
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Members of Family Business Boards
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Professional Advisors
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Business Consultants
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Other Business Professionals
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Business Owners
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
Meet Aaron Labowitz:
Aaron Labowitz is the CEO and Owner of Entertainment Earth.
When Aaron and his brother Jason wanted an easy way to purchase new Star Wars action figures in the mid-1990s, there were few good options for adult collectors. So, they created Entertainment Earth. Aaron’s business, financial, and technological knowledge, coupled with an entrepreneurial spirit, facilitated the growth of Entertainment Earth from a garage business to the industry leader in pop-culture merchandise collectibles. The business now consists of three divisions that design, distribute (B2B), and retail (DTC) fan focused toys and collectibles. Today, Aaron focuses on strategic initiatives, company culture, coaching, and key employee hiring.
Signature innovations include a Mint Condition Guarantee, product pre-orders to improve forecasting, and a yearly must-see experience at San Diego Comic-Con. Aaron has also put his mark on hundreds of sought-after exclusive collectibles.
Aaron received a BA in Economics with honors from the University of California, Santa Cruz, and an MBA with honors from the University of Southern Californi