Ever heard of a family business that is stuck in the mud and not moving forward with their planning because they can't get past their internal conflict? One of the most powerful and rewarding ways to help business owners is to facilitate them through the toxicity and re-discover the alignment they once had. Join Joe and Shelley to learn about the Dover Family - including how they found us, what our initial meetings were like, what the issues were, where they are now, and what their short and long-term plans are to relieve mom and dad from the day to day. Learn how to identify these opportunities, solve the conflict, and in doing so, gain a fabulous long-term client for you as the trusted advisor.

Learning Objectives:

  • Understand the process of establishing a family business succession plan
  • Help family businesses get "unstuck" and move past their internal conflict
  • Learn how to identify family conflict opportunities and create multi-generational relationships

About the Presenters:

Hear from industry experts Joe Strazzeri, Esq. and Shelley Lightfoot.

Event Details

Date: Thursday, October 12, 2023
Time: 2:30 pm - 4:00 pm Pacific Time
Where: Maggiano's South Coast | 3333 Bristol St, Costa Mesa, CA 92626
Cost: Free
Register Now

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.

  • 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.

  • Insurance Professionals

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

  • Other Professional Advisors

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

  • 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.

  • Members of Family Business Boards

  • Private Business Owners

  • 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.