Peer Sharing: Case Study – Opening Conversations with Business Owners


Peer Sharing: Case Study - Opening Conversations with Business Owners

How do you approach an owner to provide them their exit options? Most owners are unfamiliar with the language and process behind exit planning. When working with an owner during what is likely the largest financial transaction of their life, understanding how to effectively communicate is crucial.  

In this session, you will work through a hands-on case study to develop your conversation skills. Through this case study, you will collaborate with an interdisciplinary team of advisors to gain experience you can directly apply to your practice. 


Learning Objectives:

  • Illustrate how to approach an owner to begin an exit planning conversation
  • Dissect empowering conversations with owners
  • Learn to slow down to ask beneficial questions
  • Understand an owner’s baseline knowledge about exit planning


About the Presenters:

This meeting will be an open conversation and facilitated by the chapter.

This meeting will be held virtually through Zoom.


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