Discover firsthand insights into the process of selling a business as three experienced individuals share their experiences and perspectives. Gain valuable knowledge about the challenges, successes, and lessons learned from those who have navigated the intricate journey of selling a business. These firsthand accounts offer a unique and practical understanding of the intricacies involved in the sale process, providing you with a realistic glimpse into the various stages and considerations. By tapping into the collective wisdom of these seasoned entrepreneurs, you'll be better equipped to navigate the complexities and make informed decisions when contemplating the sale of a business. 

Learning Objectives:

  • Insights from Experience: Gain valuable insights into the potential pitfalls of selling a business by learning from the experiences of seasoned entrepreneurs who have faced challenges in the process. 
  • Identifying Common Pitfalls: Explore specific examples and scenarios where business sales may encounter difficulties, allowing you to proactively identify and address potential challenges. 
  • Strategic Avoidance: Acquire knowledge on strategies and best practices to avoid common pitfalls when selling a business, empowering you with the tools to navigate the process more effectively and achieve a successful outcome. 

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Event Location

Event Details

Date: Thursday, April 18, 2024
Time: 11:30 am - 1:30 pm Mountain Time
Where: Millrock Business Lounge | 6510 South Millrock Drive, 1st Floor, Salt Lake City, UT 84121
Cost: $40
EPI Hours: 2
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.

  • 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.

  • 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.

  • 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.

  • 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.

  • Professional Advisors

  • Members of Family Business Boards

  • Private Business Owners

  • Business Owners

  • Other Business Professionals

  • Business Consultants

  • 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.