Business owners do not always look stuck. Many appear confident, successful, and financially strong while quietly leading companies that are not fully built for the next stage of growth, scale, transition, or value creation. In this practical case-study session, Melanie Asher, MBA, CEPA, will show how Omicle’s Unstuck Audit helps reveal the hidden gaps that limit business value, founder independence, execution, and future readiness.
Through a real-world case study, attendees will see how broad business concerns can be translated into value-readiness scores, strategic priorities, and a 12-month roadmap. The session will also explore how CEPAs can listen for business-owner patterns, recognize when additional expertise may be needed, and use the CEPA community more intentionally without stepping outside their own area of expertise.
Learning Objectives:
- Recognize how successful-looking business owners may still have hidden gaps limiting growth, execution, transition readiness, or business value.
- Understand how value-readiness scoring can help translate broad business concerns into clearer strategic priorities.
- Explain how an Unstuck Audit can move an owner from scattered concerns to a focused 12-month roadmap.
- Distinguish between diagnosing a business issue and recognizing when another CEPA professional or strategic specialist may belong in the conversation.
- Explore how the CEPA community can be used more intentionally to connect business owners with the right expertise at the right time.
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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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.
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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.
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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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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.
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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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Other Professional Advisors
Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.
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Private Business Owners
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Members of Family Business Boards
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Professional Advisors
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Business Consultants
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Other Business Professionals
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Business Owners
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Business Owners & Their Trusted Advisors
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.