The Exit Planning Institute (EPI) is thrilled to announce the Orlando Chapter's first event of 2024, inviting both exit planning professionals and business owners to attend. The event promises an exceptional opportunity for networking and learning within the realm of exit planning. Participants will have the chance to connect with industry experts, share insights, and gain valuable knowledge about effective strategies. With a focus on fostering collaboration and growth, the EPI Orlando Chapter meetings are a must-attend occasion for individuals seeking to navigate successful business exits.
We welcome you to our first social event where we will network and get to know fellow business owners and exit planning professionals as we let out some steam with a fun event of axe throwing to kick off the new year!
Registration includes:
- Open bar
- Heavy hors-d'oeuvres
- Ticket for the prize raffle
Sponsorship opportunity for $500, which includes:
- Two complimentary registrations
- Logo placement on promotional materials
- Sponsor signage at the event
- Special recognition during the event
Learning Objectives:
- Understanding the fundamentals of exit planning, including valuation succession planning, estate planning, and taxes.
- Explore various exit planning strategies such as selling a business or transferring ownership and their advantages and challenges.
- Gain insights into market trends and emerging opportunities in exit planning.
- Network with professionals to foster collaborations and build a supportive community for successful business exits.
Thank you to our Sponsors
Event Location
Event Details
Regular (Before January 17th) - $75.00
On-Site (January 18th) - $85.00
Who Should Attend?
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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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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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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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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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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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Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
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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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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.