Business Transitions and the Planning Process


Business Transitions and the
Planning Process

Drew McLaughlin is on a Private Wealth Advisor team for UBS that engages in comprehensive planning that addresses his client’s goals, including wealth transfer, succession planning, philanthropy, as well as sustainable & impact investing. Drew has a strong focus on exit planning and has seen success helping business owners with the sale of their business and their transition into the post-exit phase. Drew has a disciplined process of asking questions and gathering all the facts and emotional drivers that can impact a business owner’s exit or succession strategy.

Addressing these topics help shapes the success of the final outcome. Drew will discuss the ways a business owner can transition and the parts of the planning process.



Learning Objectives:

  • Define exit planning
  • Discuss best practices and challenges when working with business owners
  • How to set up a team for success in the business transition market



About the EPI Free Exit Planning Education Series:

The EPI Educational Webinar Series is a FREE monthly web-based continuing education presentation for EPI members and the general public. Topics for the webinars complement the EPI Value Acceleration Methodology, a process created by Christopher Snider, and taught the Certified Exit Planning Advisor (CEPA) Program. These one-hour educational broadcasts are taught by industry experts from across the nation. Register today and enhance your exit planning knowledge every month with EPI!



Exit planning is one of the fasting growing industries in the financial/professional services industry and EPI is committed to bringing you the best industry content, right at your fingertips! We are proud to offer hundreds of free webinars each year to keep you current on technical, business development, and special interest topics: designed to help you sharpen your skills and advance your career.

About the Presenter

Drew McLaughlin

Drew McLaughlin

CEPA, Financial Advisor

Contact Drew

Drew focuses on family owned businesses in the Midwest. He adds financial planning and succession planning depth to the team.

Drew had a successful career as a public account at Deloitte and Ernst & Young. Drew is a CEPA® (Certified Exit Planning Advisor) and a non-practicing CPA and. With his broad background, he assists closely held businesses owners before, during, and after business transitions. This is often a multi-year process during which Drew and his clients build long lasting trust.

Drew is married and has three kids. Drew and his wife Liz live in St. Louis and enjoy taking active roles in their community. They met at the University of Tulsa, where Liz
played soccer and Drew was the captain of the football team and was recognized as a Verizon Academic All-American. Drew is passionate about building our nation’s next generation of leaders and does so by coaching youth football.

In 2011, Drew joined the finance committee of the Alzheimer’s Association of St. Louis and later joined the board. Alzheimer’s disease impacts both Drew and Liz’s extended families and they are hopeful to one day live in a world without Alzheimer’s.

Connect with the Presenter: UBS Financial Services Inc.  |  Website:  |

Phone: (314) 366-3652 |  Email: Connect with Drew