Five Things Every Business Owner Must Know About Exit Planning 5-4-3-2-1


Five Things Every Business Owner Must Know About Exit Planning 5-4-3-2-1

The process of growing a significant company takes time and can be complex. This whitepaper takes the Value Acceleration Methodology and breaks it into 5 easy concepts as we introduced as 5-4-3-2-1. Though easy to understand as a business owner, you may be sitting here still wondering “How do I implement this?” You may be motivated, perhaps even inspired to incorporate this info into your strategic plans to begin not only earning more net profit to the bottom line but building something of significance.


Learning Objectives:

  • Learning the 5 stages of Value Maturity: Identify, Protect, Build, Harvest, Manage


About the Presenters:

Learn from industry experts Corina Davis and Lucas Kartic.

Meet the Presenters

Thank you to our Sponsors!


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 Washington 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 Presenters

Corina Davis, CFP®, CPWA®, CPFA, CEPA®
Lucas Kartic