How to Partner With an Investment Banker When You Both Do Exit Planning


How to Partner With an Investment Banker When You Both Do Exit Planning

Most agree that exit planning is just good business planning.  In fact, exit planning is so important it is practically becoming its own advisory “discipline.”  The question is, can one discipline really handle the full process from beginning to end . . . and do it well?  Join Trever to review how the business owner’s core advisory team can work collaboratively, provide the best service for the client, and come out stronger in the long run.


Learning Objectives:

  • Learn how different disciplines on the exit planning advisory team can collaborate to better help business owner’s – and still positively affect each other’s bottom lines.
  • Understand the role of an investment banker and how they fit into the core advisory team
  • Also gain key takeaways regarding the details of the sale process and factors that contribute to the sale-ability and drive value

About the Presenter:

Learn from industry expert Trever Acers, Managing Director at Objective Capital Partners.

Meet the Presenter


This event is free to attend! Thank you to our Sponsors:


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

About the Presenter

Trever Acers

Trever Acers

Managing Director, Objective Capital Partners

Meet Trever.

Trever F. Acers leads all aspects of Objective Capital Partner’s investment banking activities, drawing from his 15+ years of acquisition, finance and business management experience.

Prior to starting Objective, Mr. Acers served as a Director at TGG Capital, where he led the firm’s financial and strategy consulting operations. Previously, he was Director of The Oxford Investment Group’s Western U.S. private equity activities and Managing Partner at Passage Venture Capital Partners. Earlier in his career, he managed the post-acquisition integration and continuing operations of three entities with total annual revenues of $29 million for EMC Corporation, and led business performance improvement engagements for KPMG Consulting.

Mr. Acers has a MBA from the UCLA Anderson School of Management with a finance concentration and a bachelor’s degree with high honors in business administration from the University of San Diego. He holds FINRA Series 79 and Series 63 licenses and is a Registered Representative of BA Securities LLC, Member FINRA SIPC.