Exit Planning Basics – How to Monetize Exit Planning in Your Practice


Exit Planning Basics - How to Monetize Exit Planning in Your Practice

We will discuss and learn the fundamentals of exit planning and how exit planning advisors can monetize and utilize exit planning to help business owner clients sell their companies for more money and have a successful exit. 


Learning Objectives:

  • Learn 3 ways to monetize exit planning in your practice 
  • How a business valuation starts conversation 
  • Ways to invite clients to get a business valuation 
  • Who is on the Exit Planning Team?  
  • How Exit Planning can help business clients sell for more money? 
  • Why is Exit Planning important? 


About the Presenter:

Learn from industry expert Rick J. Krebs, CPA, CEPA, Principal, Business Sales Group.

Meet the Presenter


Thank you to our Sponsors:

This meeting will be held at the Conference Center at Miller Campus.

Address: 9750 S 300 W, Sandy, UT 84070.


The EPI Chattanooga 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.EPIUtah.com.

About the Presenter


Rick Krebs