Join us for our upcoming meeting where we'll delve into the insights gleaned from the latest 2023 National State of Owner Readiness (SOOR) Survey, exploring its implications for our strategies moving forward. Scott Snider, President of the Exit Planning Institute, will kick off the session with a presentation on this vital information.

Following Scott's presentation, we'll transition into a fireside chat led by the chapter leadership team. This discussion will dive deeper into the 2023 SOOR findings, focusing on their significance for our local strategies and initiatives. We'll examine market outlooks on both a national scale and regionally, analyzing economic indicators and consumer behavior to anticipate future trends. Additionally, our conversation will center around the performance of various industries, highlighting both the best-performing sectors and those facing challenges.

Furthermore, we'll explore the strategies utilized by top Certified Exit Planning Advisors (CEPAs) to earn and maintain trust within the business community. Emphasizing the importance of transparency, expertise, and client-centric approaches, we'll uncover actionable insights to enhance our own practices and better serve our clients. Don't miss this opportunity to gain valuable perspectives and collaborate with industry experts.

Learning Objectives:

  • Understand the key findings and implications of the 2023 National State of Owner Readiness Survey for strategic decision-making.
  • Analyze national and regional market outlooks, including economic indicators and consumer behavior, to anticipate future trends and opportunities.
  • Evaluate the performance of various industries to identify best-performing sectors and areas of concern, enabling proactive measures to capitalize on strengths and address weaknesses.
  • Explore effective strategies employed by top Certified Exit Planning Advisors (CEPAs) to earn and maintain trust within the business community, emphasizing transparency, expertise, and client-centric approaches.
  • Apply insights gained from the meeting discussions to enhance organizational strategies, decision-making processes, and client engagement practices, fostering sustainable growth and success.

About the Presenter:

Gain valuable insights from industry expert, Scott Snider, President, Exit Planning Institute, as he shares insights into the recent National State of Owner Readiness Survey, followed by a fireside chat with Scott led by the EPI Washington Chapter leadership team. 

Event Location

Event Details

Date: Tuesday, May 07, 2024
Time: 11:30 am - 1:30 pm Pacific Time
Where: Master Builders Assocation | 335 116th Avenue SE, Bellevue, WA 98004
Cost: $40
EPI Hours: 2
Register Now

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.

  • Estate Planners

    Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.

  • 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.

  • Insurance Professionals

    Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with 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.

  • 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.

  • Other Professional Advisors

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

  • Private Business Owners

  • Members of Family Business Boards

  • Business Consultants

  • Professional Advisors

  • Other Business Professionals

  • 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.