Join us at the EPI Dallas Chapter for an engaging panel discussion event, where seasoned experts will guide you through the intricacies of crafting the perfect exit strategy. Gain valuable insights and practical tips as our panelists share their wealth of experience in navigating successful exits. Whether you're an entrepreneur planning your retirement or a business owner considering your next steps, this event offers invaluable advice tailored to your needs. Don't miss this opportunity to learn from industry leaders and take the next step towards your ideal exit. 

Learning Objectives:

  • Understand the key components of a successful exit strategy, from planning to execution.
  • Learn practical tips and insights from experienced professionals on navigating the complexities of exiting a business.
  • Gain actionable strategies tailored to your specific circumstances, whether you're an entrepreneur planning retirement or a business owner considering next steps.

About the Presenters:

Hear from industry experts, Chuck Sharpe, Board Certified Attorney, Sharpe Law Group, Daniel Boarder, Deal Advisory Partner, Whitely Penn, and Mark Russell, Head of Finance, SES ESOP Strategies.

Event Location

Event Details

Date: Wednesday, February 21, 2024
Time: 8:00 am - 9:30 am Central Time
Where: Constellation Club, Williams Square | 5215 N O'Connor Blvd Suite 2600, Irving, TX 75039
Cost: $45 Non-Members, $30 for Members
Register Now

Who Should Attend?

  • 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.

  • 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.

  • 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.

  • Attorneys

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

  • 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.

  • 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.

  • Insurance Professionals

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

  • 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.

  • Estate Planners

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

  • 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.

  • Professional Advisors

  • Members of Family Business Boards

  • 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

  • Business Consultants

  • Other Business Professionals

  • Business Owners

  • Business Owners & Their Trusted Advisors


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.