Join us for a dynamic conversation on "Growing Your Business by Glamorizing Your Brand," featuring 2 powerhouse women who specialize in elevating business visibility and personal presence. Whether you're preparing for a future exit or simply want to scale with confidence this session will explore how marketing strategy and personal image come together to create a brand that attracts the right buyers, clients and opportunities. You'll hear from a marketing expert who helps business owners align their messaging and market presence for maximum impact during a sale, and from a personal image consultant who shows leaders how their present style and confidence can enhance business credibility. Attendees will walk away with actionable strategies to strengthen their both their company's brand and their own professional image. This session is designed to help you stand out in a crowded marketplace and add measurable value to your business day and when it's time to sell.
Learning Objectives:
- Enhance CEPAs’ understanding of the personal challenges that exiting business owners often encounter.
- Explore the need for a clear and realistic vision of life after the sale.
- Highlight the critical importance of having a comprehensive Personal Plan and what it should address.
- Analyze the significance of purpose in achieving a fulfilling post-exit life.
- Explain the pivotal role of a CEPA in guiding an owner through an effective Personal Plan.
About the Presenters:
Hear from industry experts Cynthia Luna, Jennifer Castillo, Shaye Cunningham, and Fay Fleming.
Event Location
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
Jennifer Castillo is the Managing Partner of Cavendelle Row, a boutique private capital and advisory firm specializing in capital strategy, investor alignment, and curated private deal flow. She works with founders, operators, and asset managers to position businesses for market confidence, premium valuations, and successful exits.
Her client roster includes high-net-worth individuals, family offices, and public figures seeking strategic access to private market opportunities across energy, real estate, and alternative asset classes. Jennifer’s background includes senior leadership in the oil and gas sector, high-stakes deal positioning, and operational strategy—experience that has sharpened her ability to identify value drivers, mitigate risk, and elevate a company’s market narrative.
Recognized in Forbes for her strategic insight, she is known for creating polished, investor-ready pitchbooks and transaction materials that communicate value with precision and credibility. Her approach blends rigorous market analysis with high-impact presentation, ensuring every introduction is intentional and every opportunity is positioned for long-term momentum.
Jennifer is a sought-after speaker on capital readiness, market positioning, and brand architecture in the context of exit planning—helping business owners “put their best foot forward” when the stakes are highest.
Shaye Cunningham, known as “SlayByShaye,” is not just a visual brand and style coach—she’s the ultimate style and image "It-Girl" empowering female leaders to embrace their authentic selves with confidence and flair. With a deep passion for elevating women on the rise, Shaye expertly guides her clients to cultivate a compelling style and image that magnetizes success to their personal brands; and she is a sought-after social media style influencer, content creator, brand ambassador, motivational speaker with over 15 years of invaluable experience in the Fashion, Style, and Image Industry.
Shaye offers personalized one-on-one wardrobe and style consulting, alongside dynamic group training and coaching tailored specifically for female influencers, entrepreneurs, and career executives.
Driven by her commitment to authenticity, Shaye shares her wealth of knowledge through engaging, no-nonsense social media content. She empowers her clients and community to stand out and command attention, showcasing their unique brilliance through a captivating appearance. With Shaye by your side, you’ll not only discover your best self but also become a beacon of style and influence in your social and professional circles.
Her mission is to support women of influence and power to show up in their personal and professional lives unapologetically with bold and magnetic confidence. Shaye believes “Your Style is Your Visual Voice” and that showing up with intention is mandatory for the ambitious!