Calling All Privately held Business Owners and Advisors,

Are you prepared to seize control of your business's destiny? Join us for an exclusive 60-minute speaking engagement, "Own Your Freedom."

In this dynamic session, we will immerse ourselves in the art of crafting your personal Freedom Plan, liberating you from the confines of conventional growth-centric strategies. Explore the pivotal distinctions that will pave the way for a more prosperous exit strategy, granting you the freedom you desire.

Learning Objectives:

Embark on the path to success with these pivotal components. 

  • Distinguish Growth from True Value: Unveil the secrets to distinguishing between mere growth and the creation of authentic value within your business. Navigate complexities with confidence and make informed decisions that drive value.
  • Identify Top Value Catalysts: Acquire proven strategies and techniques for pinpointing the core drivers within your organization that amplify your business's value, thus forging the path to your personal Freedom. Gain invaluable insights into what genuinely matters to potential buyers or investors.
  • Practical Framework for Ownership: We'll expertly guide you through a pragmatic, step-by-step framework that empowers you to take full ownership of the exit planning process. Transmute uncertainties into opportunities and unravel complexities to attain crystal-clear clarity.

Participate in this enlightening session, empowering yourself with the knowledge and tools to sculpt your exit strategy. Do not leave the fate of your financial future to chance - step into the driver's seat of your destiny. 

Do not miss this exclusive opportunity to take command of your business's trajectory. Secure your spot today!

About the Presenter:

Hear from industry expert Shel Hart, CEPA.

Event Location

Event Details

Date: Tuesday, February 13, 2024
Time: 7:30 am - 9:00 am Eastern Time
Where: Nelson Mullins Meeting Room | 390 N Orange Ave #1400Orlando, FL 32801
Cost: $35 Non-Members, Complimentary with Code for Annual Members and Their Guests
EPI Hours:
Register Now

Who Should Attend?

  • 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.

  • 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.

  • 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.

  • 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

  • Private Business Owners

  • Other Professional Advisors

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

  • 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.

  • Business Owners

  • Other Business Professionals

  • Professional Advisors

  • Business Consultants


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.