The Difference a VDR Can

Make in Exit Planning


The Difference a VDR Can
Make in Exit Planning

With the omnipresence of computers in our world, practically all companies now rely on software and technology tools to run smooth and efficient businesses. Virtual data rooms are an ideal solution for companies looking to embrace a ‘paperless’ approach and build structural collateral within their organizations in regard to the gathering, storing, sharing and tracking business-critical information.

A virtual data room (VDR) is an online data repository that is used by businesses to gather and exchange documents with external parties in a highly-secure online environment.

VDRs allow attorneys, advisors, accountants, consultants and other professionals to safely collect, organize, share, and track important business files.

Learning Objectives:

  • Understand what a Virtual Data Room (VDR) is and how it can be used for Exit Planning
  • Understanding the Key Benefits of Using a VDR
  • Know who is using VDRs now and for what purposes
  • Know what to look for in a good VDR provider


Intangible Capital: Structural


About the Rapidly Accelerate Value: The 4 C’s Series:

Begin identifying, protecting, and building significant value into your company by focusing on the four intangible capitals: Human, Customer, Structural, and Social. Through this series, attendees will be introduced to key topics that should be addressed when creating value inside of a business. The series will focus on people, process, systems, customers, and culture. The experts will introduce the various topics, conversations, and strategic questions a business owner will need to ask and address to build value.

The EPI Rapidly Accelerate Value: The 4 C’s Webinar Series is a FREE 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 in or at the Certified Exit Planning Advisor (CEPA) Program. These one-hour educational broadcasts are taught by industry experts from across the nation. Review upcoming broadcasts below.



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

Karen Perkins

Karen Perkins

CEO & Co-Founder,
Vault Rooms, Inc.

Contact Karen

Karen Perkins is the CEO and Co-founder of Vault Rooms, Inc. She is a troubleshooter, problem solver, and efficiency expert. Karen’s passion for the use of simple and secure technology tools designed to make work and life easier motivated her to co-found Vault Rooms, a technology platform for the simple and secure sharing of business-critical documents.  In today’s growing virtual climate, Karen’s visionary company is well positioned to assist businesses with their increasing need to control and track the collection and exchange of important business information.

As an experienced technology business owner, sought-after business advisor and proud Goldman Sachs 10K Small Businesses alumni, Karen champions other women and their influence on the lives around them through various charities and women entrepreneur platforms.

Karen also has a rich background in education. She spent over 10 years as a classroom instructor and corporate trainer and is a frequent speaker at technology conferences.

In her spare time, Karen is a Rodeo Mom, Girl Scout Leader and Junior Achievement Educator.

“Karen is one of those rare people who can see the big picture and manage the details all at the same time. She is an excellent communicator, able to bring a team together, sort through the challenges and provide solutions that far exceed the requirements.”

  • Trevor Perry – Speaker, Author, Consultant, IBM evangelist

For more than 15 years, Vault Rooms has been an industry leading cloud based virtual data room provider. Our virtual data rooms enable worldwide clients 24/7/365, to safely collect, share and track business critical documents on the Vault Rooms platform. We have proudly facilitated thousands of global financial transactions across a wide range of industries for a variety of clients – including investment bankers, accountants, attorneys, private equity firms, business advisors and banks.

Vault Rooms helps to accelerate complex, information-intensive business transactions and processes by providing a platform for gathering, uploading, organizing and sharing documents. As a result of emphasis on security, ease of use, and customer service, Vault Rooms has clients on every continent and is proud to have assisted companies in raising more than $1 billion in growth capital.

Connect with the Presenter: Vault Rooms, Inc.  |  Website:  |  Email: Connect with Karen  |  Phone: (817) 203-8353