From Growth to Transition


From Growth to Transition

Growing your leadership team has been an important mission for you because, at some point, emerging leaders have to be ready to transition into new roles. But they’re not the only ones. In fact, even as you’re preparing for your leadership team to take on new roles and responsibilities, you’re simultaneously thinking about your next chapter in life upon your exit from the business. When you do that, you will feel better about the company you’ve left in good hands as you move on to what’s next.


Learning Objectives:

  • Identify the pieces in your life you are most passionate about pursuing beyond your leadership role.
  • Take the practical steps now to open yourself up to opportunities associated with your passions.
  • Uncover the skills and capabilities your present team needs most and are not dependent on you.
  • Lay the groundwork to incorporate people who are not yet on the leadership team “bus.”
  • Help your leadership team prepare for the transitions they expect as well as the scenarios many find unthinkable.


About the Presenter:

Learn from industry expert David Spitulnik, Managing Partner, Spitulnik Advisors, LLC

Meet the Presenter


The EPI West Michigan 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

David Spitulnik

David Spitulnik

Managing Partner, Spitulnik Advisors, LLC

Meet David Spitulnik.

David Spitulnik is a successful executive with over 40 years of experience in both large technology companies and in consulting to and leadership of mid-market, closely held and family owned businesses across a variety of industries. In addition to serving as chair of the Private Directors Association’s Private and Family Business Center Outreach Committee, David frequently writes and speaks on a number of topics related to leading, building, maintaining and strengthening businesses and their governance structures. Drawing from a broad range of experience in the United States and internationally, David is called upon to coach and mentor business leaders, to work with companies to develop and implement their long-range plans and to advise businesses on board creation, structure and effectiveness so that the individual, the board and the company can maintain powerful forward momentum.

David also is active in the community, currently serving on the Executive Committee of the Board of the Youth Job Center whose mission is “Success for Young People in Their Careers and in Life.”

David published a book on leadership, Becoming An Insightful Leader: Charting Your Course To Purposeful Success. The book focuses on the journey from managing to leading to advising and reflects David’s belief in communicating and questioning how individuals and teams will define and then accomplish their goals and objectives.

David graduated from Haverford College with a B.A. in Economics and received his MBA from the Kellogg School at Northwestern University.

Continuing Education

This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CEPA credit

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).