SETARA: The Tax Strategy You Must Know for Your Business Owner Clients
In this webinar, we will discuss why Exit Planners who also provide financial and retirement guidance are uniquely positioned to create deeper client relationships and deliver more comprehensive planning solutions through SETARA (Self-Employed Tax and Retirement Analysis).
Maximizing the Value of Existing Life Insurance Policies – For Exit Planning Advisors
Join Doug Himmel, Managing Partner of Melville Capital, to discover how the institutional life settlement market can help your clients capture Fair Market Value for policies that no longer fit their needs, turning a potential lapse into a significant liquidity event.
The Exit Advisor's AI Toolkit: How To Get Resistant Owners To Build The Systems Buyers Demand
You've tried ChatGPT. It gave you generic garbage. You've watched the AI hype videos. They don't apply to exit planning. Meanwhile, your clients still won't document their processes, and you're stick manually building systems from scratch for every engagement. Join this session presented by Scott Beebe.
Managing and Navigating Owner’s Behavior For Successful Transitions
Learn how to recognize and cater your messaging and communication to all personality types at all levels of an organization. From initial client conditioning to navigating challenging conversations and decision making, this course will give you the tools and skills to cut through the barriers and get the client to keep moving forward.
Ask a Certified Exit Planning Advisor: A Live Ask Me Anything with Advisors in the Field
Go beyond theory in this live “Ask Me Anything” webinar featuring three Certified Exit Planning Advisors (CEPA®) at different stages of their journey—1 year, 3 years, and 5+ years in. Through guided discussion and live audience Q&A, panelists will share why they pursued the CEPA credential, what changed after earning it, and how they’ve applied the Value Acceleration Methodology™ in practice.
.png)
ESOP Financing – Why it Matters and How it’s Secured
This session presented by Andrew Nikolai is designed for exit planning advisors with a basic understanding of employee stock ownership plans, but limited exposure to the transaction process. To learn more about ESOP-led business succession and exit strategies
The Long-Term-Hold Buyer: A Different Exit for Owners
This session is led by Critical Services Group, a long-term holding company that acquires lower-middle-market businesses and holds them for the long run
.png)
Designing an Optimal Business Transition Strategy
Join the Exit Planning Institute for our 2026 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.
Save the Date - ON24 - 2026 EPI Webinar - 2026-08-11
Join the Exit Planning Institute for our 2026 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.
The Founder's Dilemma: When Enterprise Value and Personal Vision Drift Apart
This session explores the relationship between intentional ownership and enterprise value. Attendees will examine how an owner's long-term objectives shape strategic business decisions and why greater clarity often leads to stronger execution and more transferable value. Rather than replacing the Value Acceleration Methodology, this perspective strengthens it by connecting business growth, personal objectives, and long-term planning into a more integrated advisory experience.
The Five Common Pathways to Improving a Business Owner’s Real Estate Scenario
This webinar offers valuable thought leadership in the exit planning community, focusing on commercial real estate’s (CRE) influence on enterprise value and the integration of exit planning principles into commercial real estate.
Bridging the Execution Gap: The CEPA’s Role in Turning Strategy into Action
In this session, participants will explore the three underlying causes of the execution gap: the Advisor Gap, the Alignment Gap, and the Accountability Gap. When advisors operate in silos, visions remain unclear, and execution lacks discipline, even the best succession and value growth plans struggle to gain traction.
Save the Date - ON24 - 2026 EPI Webinar - 2026-09-01
Join the Exit Planning Institute for our 2026 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.
Save the Date - ON24 - 2026 EPI Webinar - 2026-09-08
Join the Exit Planning Institute for our 2026 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.
Save the Date - ON24 - 2026 EPI Webinar - 2026-09-15
Join the Exit Planning Institute for our 2026 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.
How to Build Trusted Relationships with Business Owners
This webinar will explore how high-level professionals build strong relationships with business owners by learning to think operationally, communicate with precision, anticipate pressure points, and demonstrate value early.
Before They Say "Exit": How Advisors Become Relevant Through Everyday Business Conversations
Join CEPAs Laurie Barkman and Michael Laliberte for real-world lessons on becoming relevant to owners long before an exit. Attendees will learn how advisors can use ongoing wealth, tax, and business planning conversations to identify opportunities and build a transferable asset before a transaction is ever contemplated. Because the most successful transitions, and the strongest client relationships, are built years before anyone says the word exit.
Save the Date - ON24 - 2026 EPI Webinar - 2026-09-29
Join the Exit Planning Institute for our 2026 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.
Save the Date - ON24 - 2026 EPI Webinar - 2026-10-01
Join the Exit Planning Institute for our 2026 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.
Save the Date - ON24 - 2026 EPI Webinar - 2026-10-06
Join the Exit Planning Institute for our 2026 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.
Save the Date - ON24 - 2026 EPI Webinar - 2026-10-08
Join the Exit Planning Institute for our 2026 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.
Save the Date - ON24 - 2026 EPI Webinar - 2026-10-13
Join the Exit Planning Institute for our 2026 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.
Save the Date - ON24 - 2026 EPI Webinar - 2026-10-15
Join the Exit Planning Institute for our 2026 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.
Save the Date - ON24 - 2026 EPI Webinar - 2026-10-20
Join the Exit Planning Institute for our 2026 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.
Save the Date - ON24 - 2026 EPI Webinar - 2026-10-22
Join the Exit Planning Institute for our 2026 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.
Save the Date - ON24 - 2026 EPI Webinar - 2026-10-27
Join the Exit Planning Institute for our 2026 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.
Save the Date - 2026 EPI Webinar
Join the Exit Planning Institute for our 2026 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.
Save the Date - ON24 - 2026 EPI Webinar - 2026-11-03
Join the Exit Planning Institute for our 2026 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.
Save the Date - ON24 - 2026 EPI Webinar - 2026-11-05
Join the Exit Planning Institute for our 2026 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.
Save the Date - ON24 - 2026 EPI Webinar - 2026-11-10
Join the Exit Planning Institute for our 2026 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.
Save the Date - ON24 - 2026 EPI Webinar - 2026-11-12
Join the Exit Planning Institute for our 2026 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.
Save the Date - ON24 - 2026 EPI Webinar - 2026-11-17
Join the Exit Planning Institute for our 2026 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.
Save the Date - ON24 - 2026 EPI Webinar - 2026-11-19
Join the Exit Planning Institute for our 2026 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.
Save the Date - ON24 - 2026 EPI Webinar - 2026-11-24
Join the Exit Planning Institute for our 2026 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.
Save the Date - ON24 - 2026 EPI Webinar - 2026-12-01
Join the Exit Planning Institute for our 2026 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.
Save the Date - ON24 - 2026 EPI Webinar - 2026-12-03
Join the Exit Planning Institute for our 2026 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.
Save the Date - ON24 - 2026 EPI Webinar - 2026-12-08
Join the Exit Planning Institute for our 2026 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.
Save the Date - ON24 - 2026 EPI Webinar - 2026-12-10
Join the Exit Planning Institute for our 2026 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.
CEPA Plus: Benefits, Tools, and How to Get the Most from Your Membership
Join the Exit Planning Institute for our 2026 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.
