The most successful business owners are not simply building enterprise value. They are building a future. Yet many growth decisions are made without clearly defining the long-term purpose the business is meant to serve. This disconnect can influence leadership development, succession planning, delegation, capital allocation, wealth planning, and ultimately the owner's ability to create an enduring legacy.
This session explores the relationship between intentional ownership and enterprise value. Attendees will examine how an owner's long-term objectives shape strategic business decisions and why greater clarity often leads to stronger execution and more transferable value. Rather than replacing the Value Acceleration Methodology, this perspective strengthens it by connecting business growth, personal objectives, and long-term planning into a more integrated advisory experience.
Participants will leave with practical frameworks and conversation strategies that can deepen client relationships, strengthen multidisciplinary collaboration, and help business owners make more intentional decisions throughout the business lifecycle.
Learning Objectives:
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Understand the relationship between intentional ownership and enterprise value creation
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Examine how an owner's long-term objectives influence growth, succession, and transition decisions
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Identify opportunities to incorporate strategic owner conversations into the Value Acceleration Methodology
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Explore how greater clarity around owner priorities can strengthen collaboration across multidisciplinary advisory teams
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Apply practical discussion frameworks that help business owners connect long-term vision with business strategy
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
Tina Sue is the Founder of Business Wealth Advisory, Certified Exit Planning Advisor (CEPA), serial entrepreneur, investor, and host of Women Choosing Growth. After building, scaling, and selling her own companies and helping lead a $30M advisory firm, she now
advises business owners on building companies that create more freedom, stronger financial outcomes, and long-term value. Her work has been featured in USA Today, Yahoo Finance, AP News, Business Insider, Benzinga, and other national publications.