Once your clients have an exit plan, there are 2 additional hurdles they need to clear to increase the probability they can sell their business.

  1. The business must become more of what an ideal buyer wants to acquire which often means a refined strategic direction coupled with solutions for red flags.
  2. The exit plan you helped them build and the new ideal buyer strategic direction must become active organizational projects so that the changes needed are implemented.

Turning strategic plans into appropriate solutions to solve red flag problems starts with organizational design and restructuring which recognizes the impacts likely on people, processes, habits and results. Most owners, their teams and their families don’t know how to develop such a change plan or lead it. This webinar will deconstruct how to break down the work in the right order to achieve momentum and buy-in that motivates action. We identify the critical paths and how to partner with advisors who can manage the implementation. 

Learning Objectives:

  • Understanding what an ideal buyer looks for to increase certainty your client will attract a liquidity event.
  • Turning an exit plan into an organizational project.
  • Turning an exit plan into a family project.
  • Getting buy-in inside your client’s company for these projects.
  • Getting buy-in within the family to take action.
  • Building and managing the critical path as the advisor with the right team.

Event Details

Date: Tuesday, August 06, 2024
Time: 1:00 pm - 2:00 pm
Where: Zoom
Cost: Free
EPI Hours: 1
Register Now

Who Should Attend?

  • 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.


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.