Help your clients achieve the exit they want and leverage private capital markets to increase your assets under management. Presentation will discuss the process for working with IB and other professionals to determine best fit for your client.  Explain what to listen for so you can decipher your clients’ true goals. We will discuss different exit options, who the buyers are for each option, and what your clients’ businesses must look like to achieve their desired outcomes. 

Learning Objectives:

  • Compare and contrast various sources of private capital available to lower-middle market business owners.
  • What is the process of working with Investment Bankers and discuss how business owners can effectively utilize private equity firms, private debt funds, and search funds to support M&A, exit, or transfer business ownership.
  • Understand how utilizing an investment banker can effectively guide your clients to the right sources of situational capital.

About the Presenters:

Learn from industry experts Robert Hild, Chairman and CEO of ACT Capital, Trevor Hill, Managing Director ACT Capital, Evan Fisher, Managing Director, Rainer Group, and David Roberts, President & Managing Director, Rainier Group.

Thank you to our Sponsors

Event Details

Date: Tuesday, May 16, 2023
Time: 12:00 pm - 1:30 pm Pacific Time
Where: Merrill Lynch Bellevue Office, Floor 25 | 10400 NE 4th St, Bellevue, WA 98004
Cost: $30
EPI Hours:
Register Now

Who Should Attend?

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • Private Business Owners

  • Other Professional Advisors

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

  • Members of Family Business Boards

  • Business Consultants

  • Professional Advisors

  • Other Business Professionals

  • 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.