The Round Table Case Study Discussion involves participants working collaboratively in small groups to analyze a real-world study detailing a business owner's journey through transition and planning for growth or exit. Each group is tasked with delving into the intricacies of the case study, dissecting the challenges faced by the business owner and the strategies employed to navigate them. Through lively discussions and knowledge sharing, participants gain valuable insights into the complexities of business transitions and growth planning. The diverse perspectives within the groups allow for a comprehensive examination of the case study, fostering critical thinking and problem-solving skills among participants. Ultimately, the Round Table Case Study Discussion provides a dynamic platform for participants to learn from real-world experiences and apply those lessons to their own business endeavors.

Learning Objectives:

  • Understanding the fundamentals of exit planning, including valuation succession planning, estate planning, and taxes.
  • Network with professionals to foster collaborations and build a supportive community for successful business exits.
  • 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.

About the Presenter:

Hear from industry expert John Myklusch, CPA, CEPA

Event Location

Event Details

Date: Tuesday, October 08, 2024
Time: 7:30 am - 9:00 am Eastern Time
Where: Nelson Mullins Meeting Room | 390 N Orange Ave, #1400, Orlando, FL 32801
Cost: $35, Free for Paid Annual Members and Their Guests
EPI Hours: 1.5
Register Now Chapter Member Registration

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.

  • Attorneys

    You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • Other Professional Advisors

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

  • Professional Advisors

  • Other Business Professionals

  • Business Owners

  • Business Consultants

  • Members of Family Business Boards

  • Private Business Owners

  • Business Owners & Their Trusted Advisors


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.