Join us for a relaxed and energizing Summer Networking Social hosted by the Denver Chapter of the Exit Planning Institute — an organization dedicated to bringing together a local community of advisors to collaborate, share best practices, and expand exit planning awareness. This year’s summer gathering will feature live music from the Mark Morris Trio (MM3) — a Colorado-based ensemble inspired by mountain culture and the outdoor lifestyle. Featuring Mark Morris on guitar and lead vocals, Charlie Parker Mertens on upright bass, and Jon Wirtz on keys, MM3 blends classical, gypsy, bluegrass, pop, swing, and world rhythms into a sound shaped by the spirit of the mountains. Their unique global influences and Colorado roots create the perfect backdrop for a memorable summer evening. Come build on existing professional relationships, spark new connections, and deepen your bench of trusted advisors — all while enjoying refreshing drinks, meaningful conversation, and exceptional live music. It’s a fun, informal way to connect with like-minded leaders in the local exit planning community.
Learning Objectives:
-
Build Meaningful Connections Strengthen relationships with fellow advisors in the Denver exit planning community while forming new strategic connections.
-
Broaden Your Network of Trusted Professionals Discover the depth of expertise within the EPI Denver Chapter and identify additional resources to better serve business owner clients.
- Explore Collaboration Opportunities Engage in conversations that lead to future partnerships, referrals, and shared best practices.
-
Strengthen the Exit Planning Ecosystem Contribute to a more collaborative, informed, and connected advisory community serving Colorado business owners.
Thank you to our Sponsors
.png)
Event Location
Event Details
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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
Other Professional Advisors
Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.
-
Other Business Professionals
-
Business Consultants
-
Professional Advisors
-
Members of Family Business Boards
-
Private Business Owners
-
Business Owners & Their Trusted Advisors
-
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.