Discover the instrumental role that a business coach can play in enhancing the value of your business during the crucial exit planning process. In this informative session, business owners will gain insights into the specific strategies and approaches employed by skilled business coaches to optimize and maximize the value of their enterprises. From fine-tuning operational efficiencies to implementing strategic growth initiatives, participants will explore the diverse ways in which a business coach can contribute to the overall value proposition. By delving into the intricacies of this coaching process, business owners will be better equipped to formulate a comprehensive exit plan that not only meets their financial goals but also enhances the market value of their businesses.

Learning Objectives:

  • Strategic Value Enhancement: Gain insights into specific strategies and approaches used by skilled business coaches to optimize and maximize the overall value of your business.

  • Operational Efficiency: Explore how a business coach can fine-tune operational processes, contributing to increased efficiency and, subsequently, enhancing the market value of the business.

  • Comprehensive Exit Planning: Learn how a business coach can assist in formulating a comprehensive exit plan, ensuring that financial goals are met while strategically increasing the business's market value.

Thank you to our Sponsors

Event Location

Event Details

Date: Thursday, May 16, 2024
Time: 11:30 am - 1:30 pm Mountain Time
Where: 6955 Union Park Center, Suite 250 Midvale, UT 84047
Cost: $40
EPI Hours: 2
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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.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • Business Owners

  • Professional Advisors

  • Members of Family Business Boards

  • Business Consultants

  • Other Business Professionals

  • 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.