Tales from the Trenches: How Discovery Drives the Exit Planning Process


Tales from the Trenches: How Discovery Drives the Exit Planning Process

In a TED Talk format, speakers will share stories of how they uncovered what matters most to a small business owner and how it factored into the process of exit planning.

*First time attending a chapter event? Or a chapter sponsor? Click here to register.

Learning Objectives:

  • Learn strategies to discover the facts goals, and background for a business owner
  • Dive further into the process behind the Discover Gate, and how it plays into the exit planning process as a whole
  • Find different ways to engage a business owner in discussion about his company


About the Presenters:

Speakers for this meeting are currently being determined.


Thank you to our sponsors:

This meeting will be held at Central Bank – Flash Cube Building

Address: 9300 Shelbyville Road, Louisville, KY 40222


The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPIKentuckiana.com.

About the Speakers

Speakers from this meeting are still being determined

Continuing Education

One (1) CPE hour

One (1) CFP® credit (pending approval)


NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact Josh Koza at JKoza@Exit-Planning-Institute.org.