With this planning strategy, the client can reduce active income by 60% and reduce passive income or a sale of an appreciated asset by 99%. The strategy includes entity formation while partnering with a 501c(3) charity of the client’s choice. The planning also includes the creation of a trust to protect the client’s assets while growing wealth for them and their family for multiple generations.

Our Vision:

The vision is to reduce or eliminate income and capital gains tax, keeping those assets protected from creditors and outside of your taxable estate. At the same time, it will allow you to have investment control and beneficial use of all assets for you and your family.

What we do:

We help take money that you lost to tax and redeploy that for you and your family in a protected environment. You can then reinvest however you want to get the returns for you and your family.



Learning Objectives:

  • Reduce the active income tax by 60%
  • Reduce/eliminate income/capital gains while protecting assets from creditors
  • Entity formation & partnering with a 501c(3) of clients choice



Meet the Presenters:

Learn from industry expert Kaytee Lawson and Logan Vandergrif.

Event Details

Date: Tuesday, March 21, 2023
Time: 5:00 pm - 7:00 pm Eastern Time
Where: Embassy Suites by Hilton West Palm Beach Central | 1601 Belvedere Road, West Palm Beach, FL 33406
Cost: $50
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.

  • 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.

  • 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.

  • 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 www.EarnCEPA.com.

  • Private Business Owners

  • Members of Family Business Boards

  • Professional Advisors

  • Business Consultants

  • 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.