This session is designed for advisors such as financial planners, attorneys, lenders, benefit specialists and real estate professionals seeking guidance on preparing small business clients for a successful exit. This talk will delve into strategies to transition lifestyle businesses into attractive assets for sale, focusing on increasing profitability, scalability, and operational efficiency. Attendees will gain valuable insights into optimizing small businesses for sale, including practical steps for financial structuring, relevant process documentation, and growth initiatives. By steering small business owners toward adopting a proactive approach to exit planning, advisors can help ensure clients execute a seamless and successful transition that will leave behind a lasting legacy.

Learning Objectives:

By attending this session attendees will… 

  • …better understand the critical steps involved and the role they play in guiding small business owners through the preparation process. Key to this also is how to effectively communicate to owners the importance this preparation process plays in accelerating business value prior to a sale. 
  • …be able to efficiently identify processes in any business that drive the business’s value, and how owners can leverage these to negotiate and secure a better financial outcome at sale.  
  • …acquire the skills to construct a clear and inspiring vision for the future of a small business, coupled with a compelling narrative that deeply connects with potential buyers and fosters a heightened motivation to purchase. 

About the Presenter:

Hear from industry expert Doug Cook, Owner & Senior Value Advisor.

Thank you to our Sponsors

Event Location

Event Details

Date: Wednesday, November 13, 2024
Time: 7:45 am - 9:30 am Central Time
Where: Hellmuth & Johnson - 4th Floor Meeting Room | 8050 West 78th Street, 4th Floor, Edina, MN 55439
Cost: $0 Sponsors & Members and then $50 for non-members
EPI Hours: 1
Register Now

Who Should Attend?

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • Estate Planners

    Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.

  • 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.

  • 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.

  • 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.

  • Other Professional Advisors

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

  • Private Business Owners

  • Members of Family Business Boards

  • Professional Advisors

  • Business Consultants

  • Other Business Professionals

  • 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.