Connecting the Dots – Chapter Networking & Best Practices


Connecting the Dots - Chapter Networking & Best Practices

Collaboration is one of the cornerstones of successful exit planning.  It takes a team of trusted advisors working in concert for the benefit of the business owner to help achieve the optimal plan.

Owners need resources now more than ever and you have the ability to create value for those owners by leveraging your greatest asset – your network.

This month’s meeting will focus on building deeper relationships with your fellow chapter members so you have the resources necessary to build a team of trusted advisors to serve your clients when they are ready to discuss succession planning with you.

*PLEASE NOTE: This meeting will utilize the Zoom Breakout Rooms feature. After registering for the event, you will receive a Zoom Link from  Please ensure you save this to your calendar to access the meeting.  If you do not receive a confirmation e-mail within 15 minutes, please look in your Spam and Clutter mailboxes.


Learning Objectives:

3 Rounds – 20 minutes each in small breakout rooms led by a group leader.

  • Share your expertise and how you work with business owners in exit planning
  • Stay top of mind as a resource for other professionals whose clients need your expertise.
  • Learn about how your fellow chapter members are working with business owners and how their skill set can help you bring more value to your clients


Thank You to Our Sponsors:

Esther Hopkins
Singer Lewak LACG Morton Capital


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

Continuing Education

This meeting qualifies for the following continuing education credits:

One (1) CPE hour (pending approval)

One (1) CFP hour (pending approval)

One (1) CEPA 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 the Exit Planning Institute (EPI).