HOW CEPAS CAN WRITE, PUBLISH & PROMOTE A BESTSELLING BOOK TO WIN CLIENTS AND GROW THEIR PRACTICE IN 90 DAYS
Most CEPAs don’t have a skill problem — they have a visibility problem. The business owners who need them most can’t find them, and when they do, advisors are still starting from zero, proving themselves all over again. In this session, Steve Gordon — bestselling author of 5 books and founder of Million Dollar Author — shares the framework he’s used to help 370+ professionals publish books that attract better clients, command higher fees, and create inbound opportunities without cold outreach or networking. Attendees will walk away with the Million Dollar Author™ Framework, including three core strategies: how to design a book clients can’t wait to hire you for, how to launch it for instant ROI and buzz, and how to use AI to stay visible everywhere ideal clients look. CEPAs are highly credentialed, but credentials alone don’t win clients — this session gives them a practical strategy to make their expertise visible and become the go-to authority in their market.
Learning Objectives:
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Learn how to extract and name a proprietary methodology that makes you the only logical choice for your ideal client
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This speaker’s “event hack” that drove $1M in new consulting deals in 30 days
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Learn how AI can multiply your authority and keep you visible across every channel your prospects use
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The “textbook trap” that kills book sales before you publish (and how to avoid it with your book)
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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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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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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Private Business Owners
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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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Members of Family Business Boards
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Professional Advisors
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Other Business Professionals
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Business Consultants
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Business Owners & Their Trusted Advisors
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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 PRESENTER
Steve Gordon is a 2-time entrepreneur, bestselling author, speaker, and founder of Million Dollar Author™, where he helps entrepreneurs gain credibility, land clients, and create “category of one” positioning with a bestselling book in 90 days. Author of 5 books, including The Million Dollar Book and Amazon #1 Unstoppable Referrals, Steve has guided 200+ experts in turning ideas into market-defining books.