Fireside Chat with a Winning Entrepreneur


Fireside Chat with a Winning Entrepreneur

This topic is geared to allow Mr. Goodmanson to talk about his Entrepreneurial Journey and give insights on how service providers can best work with their clients on helping them both improve their businesses and prepare for a transition.


Learning Objectives:

  • How service providers can best help Business Owners and CEOs.
  • Unique insights into common issues CEOs face in building their companies.
  • The journey of selling the business including the highs and lows experienced.


About the Presenter:

Learn from industry expert, Drew Goodmanson. Moderated by Channing Hamlet.

Meet the Presenter

About EPI Local Chapters

EPI Chapters bring together a local community of professional advisors to collaborate, address unique needs and topics, develop best practices, build awareness, experience valuable professional continuing education, and build their COI network with like-minded individuals within the exit planning industry and related professions. Whether you are a CEPA member of EPI or not, all are welcome to attend.  Join the next local chapter meeting or event in your area.

To learn more about upcoming events, visit



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

Drew Goodmanson

Drew Goodmanson


Meet Drew Goodmanson:

Drew Goodmanson is a founder/CEO, who has built and sold several companies.  He led companies in a variety of markets and industries that have won INC 500/5000, CEO of the Year and Best Places to Work awards.  He was part of a team that won the 2017 Private Equity Large Market Deal of the Year, for a market consolidation of 40+ primarily SAAS companies that sold for $1.4B.  In 2019 he published an Entrepreneur Exit Report of findings from over 500 entrepreneurs and 100 Investment Banks & Private Equity firms.

Currently he runs a consulting firm primarily working with companies to prepare them to be platform companies for market consolidation.