There are many types of advisors (from multiple disciplines) that help business owners with different parts of the business succession process.   There are also many ways to engage owners in the conversation. In this case study workshop, we will focus on scenarios involving succession planning and execution. Our presenter will introduce a fictional company and select resources available to all of us through our EPI membershipWe will discuss common scenarios with the intent on helping attendees deepen their understanding on how to help an owner, family and employee stakeholders navigate common minefields relating to financial readiness, emotional readiness and business readiness while optimizing exit value and the ongoing legacy of the businessWe want attendees to get new ideas for services that they can deliver using our EPI models and toolsets Attendees will develop a better understanding of the capabilities of other professionals in our chapter with the intent of growing their practice by partnering with other professionals in our chapter and community.

Learning Objectives:

  • Help owners gain more clarity and identify their best succession scenarios. 
  • Learn the basics in performing financial and emotional readiness assessments with the owner or family, and the business readiness assessment with the leadership team. 
  • Build alliances with the professionals you need to know to help your clients execute a succession. 
  • Identify your value-added role in succession planning and execution as a member of a professional advisory team.  

About the Presenters:

Hear from industry experts, Charlie Janes, CEO Agile Growth and Exit Advisory, Roland Kidwell, FAU Fellow of the Family Firm Institute and the United States Association of Small Business and Entrepreneurship, and Rene Paez, Wealth Advisor, Eisner.

Event Location

Event Details

Date: Thursday, March 28, 2024
Time: 5:30 pm - 7:30 pm
Where: Palm Beach Atlantic University | 300 Pembroke Place, West Palm Beach, FL 33401
Cost: $50
Register Now

Who Should Attend?

  • 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.

  • 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.

  • 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.

  • 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.

  • Attorneys

    You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of 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.

  • Insurance Professionals

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

  • 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.

  • 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.

  • 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.

  • 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 Business Professionals

  • Business Consultants

  • Professional Advisors

  • Members of Family Business Boards

  • Private Business Owners

  • Business Owners

  • Business Owners & Their Trusted Advisors


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.