Artificial intelligence is rapidly becoming part of the exit planning conversation—but most advisors are still asking the same question: what does this actually look like in practice?
In this session, Erik and Julie share what they’re seeing on the ground while working with business owners and leadership teams who are beginning to use AI as part of their value-building and exit readiness journey.
Rather than focusing on tools or technology trends, this webinar explores the people side of AI adoption—how leadership alignment, decision-making, accountability, and institutional knowledge directly impact enterprise value, and how AI can either accelerate or expose those dynamics.
Learning Objectives:
Advisors will walk away with:
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Real-world examples of how business owners are using AI today
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Common organizational pitfalls that limit value (and how AI makes them visible)
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A practical framework advisors can use to guide clients through early AI conversations
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Ways advisors can stay relevant and trusted as AI reshapes how owners run their businesses
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.
ABOUT THE PRESENTER
Erik Gabrielson is a dynamic co-founder of ProjectWE and a co-author of “Our Fear Never Sleeps.” With over 25 years of experience in coaching individuals, families, teams, and advisors globally, Erik leads ProjectWe’s performance learning team, focusing on collaboration, trust, and team, creating high performance cultures. His diverse background spans finance, real estate, and global supply logistics, allowing him to design relevant learning experiences that directly apply to business initiatives.
Erik is at the forefront of blending human performance coaching with AI innovation at ProjectWE, transforming the landscape of human potential. Based in Park City, UT, Erik enjoys outdoor adventures with his family, including their son and Labrador, as he continues to inspire others to achieve extraordinary outcomes.