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

Kathy Olson

Kathy Olson

Director of Sales and Marketing
Vault Rooms, Inc.

Contact Kathy

Kathy Olson is the Director of Sales and Marketing at Vault Rooms, Inc. She is passionate about sharing Vault Rooms as a solution to professionals and consumers alike.  Kathy is focused on the use of simple and secure technology tools designed to make work and life easier.  On the daily through cultivation of relationships she shares the technology platform for the simple and secure sharing of business-critical documents.  In today’s growing virtual climate, Vault Rooms is a visionary company well positioned to assist businesses with their increasing need to control and track the collection and exchange of important business information.

Kathy has a vast background in Sales and Marketing.  Beginning in the manufacturing and clothing industry in outside sales in Los Angeles, CA. To Northeastern Washington state owning a Construction company for over 15 years that performed work as a General Contractor.  Kathy moved the construction business and her family to Northcentral Texas.  Wanting to pivot back to solely Sales and Marketing with her experience as a business owner, she joined the team at Vault Rooms.  Kathy leads the Sales and Marketing team now with a perspective of past business owner and the understanding that a resource like a Vault Room adds value, income, and time.

In her spare time, Kathy is a “Baseball” and “Rodeo” Mom to her daughter and son, and youth leader at Stonewater Church.  She also coaches kids in performance horse events.

“Vault Rooms is a great option for custom branded virtual data rooms and Kathy Olson is fantastic to work with.”    Michael Von Bevern, Socium Fund Services

“If you value your data integrity and security, Kathy is the person for you. Their technology and service are outstanding. It also helps that she is a fantastic person and easy to work with!” Mike Wilson, Blueprint Retirement Advisors

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