Join Chris Ronzio and Renee Russo as they dispel the myths about process, teach you how to capture your organizational intelligence, improve your results, de-risk your assets, and ultimately maximize your valuation. In this session, you will learn how to make process documentation and training so simple that you would be crazy not to do it!
Learning Objectives:
- Dispel the myths about process
- Capture your organizational intelligence
- Improve your results
- De-risk your assets and maximize valuation
Thank you to our Sponsors


Event Details
Who Should Attend?
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Attorneys
You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.
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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.
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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.
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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.
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Estate Planners
Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.
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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.
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Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
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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.
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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.
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Business Owners
EXIT PLANNING IS GOOD BUSINESS STRATEGY
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.
ABOUT THE PRESENTERS
Meet Chris Ronzio:
Chris Ronzio is the Founder and CEO of Trainual, a leading software platform transforming the way businesses onboard, train, and scale teams. Chris is on a mission to help business leaders document and delegate so they have more time to focus on the things they love. Serving businesses in over 180 countries, Trainual has been recognized on Inc.'s 2021, 2022 and 2023 Best Workplaces list and landed in the top 5% of the 2022 Inc. 5000 list. Chris is also the author of the best-selling book “The Business Playbook: How to Document and Delegate What You Do So Your Company Can Grow Beyond You”. Outside of work, Chris lives in Scottsdale, Arizona with his wife and two boys, is a huge Phoenix Suns basketball fan, and competes in marathons and triathlons- including a recent marathon in Antarctica!