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This business owner panel will center around the significance of human capital and HR outsourcing on their success and improving the value of their organization. The panelists will discuss how focusing on human capital has allowed them to create a culture of employee engagement, which has resulted in increased productivity and a positive work environment. They will also share how HR outsourcing has helped them reduce costs, access expert HR knowledge, and focus on strategic business goals. Additionally, they will discuss how investing in human capital and outsourcing HR has contributed to the overall value of their organizations, including positive employee relations and HR compliance. Attendees will learn about the advantages of focusing on human capital and outsourcing HR, which can ultimately lead to long-term success and value.


Learning Objectives:

  • Participants will be able to understand the importance of human capital in creating a positive work environment and increased productivity. 
  • Participants will be able to explain the benefits of HR outsourcing, including cost reduction, access to expert HR knowledge, and the ability to focus on strategic business goals.
  • Participants will be able to identify the ways investing in human capital and outsourcing HR can contribute to the overall value of their organization, including improved employee relations and HR compliance. 


About the Presenters:

Learn from industry experts Tom Squier, President at Pacific Energy Service, Jeremy Leach, Owner of Modern Studio Equipment, and David McBride, Director of Business Development at BBSI.

Thank you to our Sponsors

Event Details

Date: Wednesday, September 20, 2023
Time: 11:00 am - 1:00 pm Pacific Time
Where: The Stonehaus Tasting Room 32039 Agoura Road Westlake Village, CA 91361
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Who Should Attend?

  • Attorneys

    You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • Estate Planners

    Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.

  • 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.

  • 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.

  • 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.

  • Insurance Professionals

    Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.

  • 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.

  • Other Professional Advisors

    Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at

  • Private Business Owners

  • Members of Family Business Boards

  • Business Consultants

  • Professional Advisors

  • Other Business Professionals

  • Business Owners


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.