Business Transitions: How A Global Pandemic Changed Exit Planning Forever


Business Transitions: How A Global Pandemic Changed Exit Planning Forever

Dr. Deans shows first-hand how to begin unique and powerful conversations around estate planning, business succession, and wealth transfer.

More than half of Americans over the age of 18 have no Will. For those who do, most wills remain badly outdated. Dying without a will can leave a legacy of chaos and anger for those who matter most. This chaos is particularly pronounced when a closely held business is involved.


Learning Objectives:

  • Strategies to help families to find their own succession solution
  • Estate Planning
  • Guiding Giving Decisions
  • Family Communication
  • Preparing Heirs


About the Presenter:

Learn from industry expert Tom Deans PhD, Intergenerational Wealth Expert & Best-Selling Author, Every Family’s Business and Willing Wisdom.


Thank you to our Sponsors:



The EPI Greater Philadelphia 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

Tom Deans

Tom Deans

Intergenerational Wealth Expert & Best-Selling Author, Every Family's Business and Willing Wisdom

Meet Tom Deans:

Dr. Tom Deans is the author or Every Family’s Business – the best-selling family business book of all-time, selected by the New York Times as one of the Top Ten Books Business Owners Should Read. With more than a million copies sold in more than 100 countries the book provides the framework for his public lectures and seminars. Having delivered more than 1000 speeches in 25 countries, his long-awaited sequel – Willing Wisdom was released to critical acclaim and is already an international best-seller. This book has already inspired an entertaining new digital tool called the Willing Wisdom Index – described as the Ultimate Estate Planning Checklist.

Both of Tom’s books deal with the intergenerational transition of family wealth. Like his books, his talks are unconventional and contrarian.

Previously, Deans was the CEO of a large multinational family business, has worked in banking and government relations, and has been the president of a railway. Tom has been featured in numerous magazines and journals including Profit, Money Sense, Inc., The Wall Street Journal, and The New York Times. A frequent guest on CNBC, Money Line, and BNN, Tom is a highly sought after international public speaker on succession planning, wealth management, and philanthropic giving. With his family selling businesses for more than $100 million, prepare to unlearn everything you thought you knew about business succession planning.

Deans earned a PhD from the University of Warwick in England.

His speeches aren’t just about money and clever tax plans. They’re about giving people the confidence and inspiration to transition more than just assets to family and community.