In an upcoming session, two expert attorneys will be providing comprehensive insights into crucial aspects that business owners must be aware of when embarking on the journey of selling a business. These seasoned legal professionals will share their expertise on the intricate details and legal considerations involved in the sale process. Attendees can expect to gain valuable knowledge about the key factors that play a pivotal role in a successful business sale, from navigating contractual obligations to understanding potential legal challenges. By participating in this session, business owners will be well-equipped to make informed decisions and navigate the legal complexities associated with selling their enterprises.

Learning Objectives:

  • Expert Attorney Insights: Receive valuable insights from two seasoned attorneys who specialize in the legal aspects of selling a business.

  • Comprehensive Knowledge: Gain a thorough understanding of crucial legal considerations involved in the business sale process, covering everything from contractual obligations to potential legal challenges.

  • Strategic Decision-Making: Equip yourself with the knowledge needed to make informed decisions when navigating the legal complexities associated with selling a business.

  • Preparedness for Success: Attend the session to ensure better preparedness from a legal perspective, enhancing your ability to navigate legal intricacies and increase the likelihood of a successful business sale.

About the Presenters: 

Hear from industry experts, Brent Hawkins, Partner, BTJD, and Niels Bybee, Partner, Dorsey & Whitney.

Thank you to our Sponsors

Event Location

Event Details

Date: Thursday, March 21, 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?

  • 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.

  • 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.

  • 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.

  • 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.

  • Professional Advisors

  • Members of Family Business Boards

  • Private Business Owners

  • 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.

  • 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.