Join us as we continue our 4-part journey through the Exit Planning Institute’s proven process, The Value Acceleration Methodology. In part 2, we will continue our deep dive into the methodology, key concepts to be understood by owners and their advisors, and how to increase the value of a business. In part 2 of our 4-part introductory series, join us as we explore the Discover Gate, identifying value drivers, and how to set priorities for increasing business value and readiness for all three legs of the owner stool. We will cover how you can help your clients get a good start towards their goals. After this session, attendees will be better equipped to help business owners understand their business’ attractiveness and readiness, as well as personal readiness, and build prioritized action plans.

Panel discussion begins at 4:10 pm

Networking to follow at 5:10 pm

Learning Objectives:

  • What is Value Acceleration
  • Understanding the Discover gate
  • Triggering Event Engagement aka Value / Readiness Assessment
  • Setting Priorities for the Owner
  • How Your Practice Fits into the Process

About the Speakers: 

Hear from industry experts, Lou Colella, CPA/PFS, CFP®, CEPA™, Managing Director, Business Growth and Transitions Team, JFS Wealth Advisors, Dan Zugell, Senior VP, ChFC®, AEP®, Business Transition Advisors, Wiley Runnestrand, Managing Partner / Vice-President, Sapientia Ventures / GreenBoard IT, and moderator Vern Richberg, Director / Certified Business Advisor

Event Location

Event Details

Date: Wednesday, September 25, 2024
Time: 4:00 pm - 6:00 pm Eastern Time
Where: Waypoint 4180 | 4180 Westford Place Canfield, OH 44406
Cost: $40
EPI Hours: 2
Register Now

Who Should Attend?

  • Business Owners & Their Trusted Advisors

  • Business Owners

  • Other Business Professionals

  • Business Consultants

  • Professional Advisors

  • Members of Family Business Boards

  • Private Business Owners

  • Other Professional Advisors

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

  • 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.

  • 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.

  • 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.

  • 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.


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.