In the upcoming session, our focus will be on the strategic aspect of raising capital before initiating the sale of a business, serving as a crucial method to provide liquidity for the owners. This approach aims to enable owners to extract cash from their venture, ultimately allowing them to diversify their investment portfolio or pursue new opportunities. By delving into the intricacies of this financial strategy, participants will gain valuable insights into optimizing their financial positions and making informed decisions during the business sale process. This session will empower individuals with the knowledge and tools necessary to navigate the complexities of raising capital and strategically managing assets in preparation for a successful business transaction. 

Learning Objectives:

  • Comprehensive Insight: Explore the dynamics of raising capital before a business sale to gain a comprehensive understanding of the strategic advantages for business owners.

  • Enhanced Liquidity: Examine how this financial strategy increases liquidity for owners, enabling them to access cash from the business before the sale and providing flexibility for various financial pursuits.

  • Strategic Decision-Making: Evaluate the impact of pre-sale capital raising on owners' ability to make strategic decisions, offering insights into optimizing financial positions and maximizing returns during the sale process.

About the Presenters:

Hear from industry experts, John Wiley, Partner and Managing Director, and Garit Lawson, Managing Director of Forbes Partners.

Thank you to our Sponsors

Event Location

Event Details

Date: Thursday, February 22, 2024
Time: 11:30 am - 1:30 pm Mountain Time
Where: Carson Wealth Advisors | 6955 Union Park Center, Suite 250 Midvale, UT 84047
Cost: $40
EPI Hours: 2
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Who Should Attend?

  • 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.

  • 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.

  • 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.

  • 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.

  • Members of Family Business Boards

  • Private Business Owners

  • Professional Advisors

  • Business Consultants

  • Other Business Professionals

  • Business Owners & Their Trusted Advisors

  • Business Owners


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.