Marketing Like Your Exit Strategy

Depends On It


Marketing Like Your Exit Strategy Depends on It

Learn why a strong marketing strategy is crucial to your clients’ exit and how to help them find the right agency partner.

Learning Objectives

  • Why marketing strategy is crucial to exit planning
  • How to spot a marketing strategy that could actually sabotage your client’s exit
  • What numbers your clients should be prepared to share with their agency and why those numbers matter
  • The ingredients of a great marketing strategy leading up to and after the exit
  • Case studies of business owners who got the exit they wanted thanks to a great brand and marketing strategy

About the Presenter:

Hear from industry expert Heather Steele. 

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Meet the Presenter

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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


Heather Steele