AI is no longer an optional upgrade—it’s the foundation of modern business success. Companies that integrate AI into their operations are outpacing their competitors, capturing more market share, and driving significant growth. Those that hesitate are leaving massive value on the table. AI is now table stakes, and businesses that don’t adapt risk falling behind in efficiency, customer engagement, and overall profitability. This session will break down the essential AI-driven strategies that every business should implement to maximize growth and operational efficiency. We’ll explore cutting-edge tools that:
- Automate Sales & Lead Generation – AI-powered systems can capture, qualify, and follow up with leads automatically, ensuring no opportunity is lost while optimizing conversion rates.
- Enhance Customer Engagement – Intelligent AI-driven assistants provide real-time responses, manage conversations across multiple channels, and ensure seamless customer interactions without requiring human intervention.
- Optimize Marketing & Ad Spend – AI-driven analytics and automation help businesses target the right audience, personalize messaging, and optimize ad performance, leading to higher ROI with less effort.
- Streamline Operations & Workflow Management – AI-powered automation reduces manual workload, enhances team productivity, and ensures that businesses operate with maximum efficiency.
These solutions make AI adoption simple, effective, and results-driven, without requiring a deep technical background. The companies leveraging these tools today aren't just improving efficiency; they are unlocking new revenue streams, reducing costs, and significantly increasing their overall enterprise value. If AI isn't a part of your business strategy, you're already behind. Join us to discover the AI- powered strategies that will drive your growth, scale your operations, and future-proof your business and walk away with some free tools you can start using today.
Learning Objectives:
- Understand the Competitive Necessity of AI – Learn why AI is now a fundamental requirement for business success, how it impacts company growth and valuation, and what risks businesses face by delaying AI adoption.
- Discover Practical AI Applications for Immediate Impact – Gain insights into AI-powered tools that streamline sales, automate customer engagement, optimize marketing spend, and enhance operational efficiency—without requiring deep technical expertise.
- Develop an AI Adoption Roadmap – Identify the key steps to integrate AI-driven solutions into your business, ensuring measurable improvements in revenue, customer retention, and productivity while staying ahead of industry trends.
Hear From Industry Expert: John Myklusch
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.
