Build Your Practice with the

Entrepreneurial Operating System®


Build Your Practice with the Entrepreneurial Operating System®

You want to grow your exit planning practice, but you’re frustrated. You’re spending too much time dealing with issues rather than working with clients. You’re not sure if your team members are the right fit. Your growth and profit are inconsistent. And you’re not sure if what you’re doing is really working.

It doesn’t have to be this way.

EOS®, the Entrepreneurial Operating System, is a complete proven system of simple practical tools that has helped thousands of business owners get what they want from their businesses. Implementing EOS will help you build your ideal exit planning practice.

Everyone attending will receive tools and resources, including a free copy of Traction: Get a Grip on Your Business.


Learning Objectives:

During this webinar, learn how to:

  • Create a vision and plan to achieve it by answering eight questions
  • Create the right structure for your unique exit planning practice
  • Measure progress to ensure your business is on track
  • Run an effective weekly meeting to keep you and your team focused
  • Solve issues permanently



About The Exit Planning Advisor Playbook Series:

The EPI Exit Planning Advisor Playbook Webinar Series is a FREE web-based continuing education presentation for EPI members and the general public.

How are financial advisors, accountants, consultants, attorneys, and M&A advisors implementing what they learned through EPI inside of their practices and with their owners? This webinar series is for professional advisors who are looking to build out a significant practice by incorporating exit planning concepts and processes into their marketing and services. Advisors also want to drive best practices and have better conversations with business owners. This series will feature experts in practice development, practice management, marketing and branding, delivery of exit planning services, tools and resources, and strategic planning. Accompanying speakers will be advisors just like you, sharing their stories. 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

Kyle Danner, CEPA

Kyle Danner, CEPA

Professional EOS Implementer®,
Solutions for Family Businesses

Contact Kyle

Kyle Danner grew up in a family business, became an owner, and helped the firm grow to be the fifth largest printing company in Kansas City, MO, and then made the difficult decision to leave it all behind. His passion for helping people led to a degree in counseling and becoming a Certified Exit Planning Advisor (CEPA). His love of working with family businesses inspired his own company: Solutions for Family Businesses.

Since then, Kyle has guided family business owners and advisors to navigate the unique challenges that come with mixing family and business. Along the way, he discovered that family businesses and their leadership teams need more – they need a simple, practical way to run their companies and prepare to exit them. While not all owners are ready to leave, they all want to ensure a good handoff of the business and to take care of their families.

That’s why Kyle became a Professional EOS Implementer®. EOS®, the Entrepreneurial Operating System®, provides a structure and process to help business owners and their leadership teams build their ideal business. Kyle knows that family business is about balancing the heart with the checkbook, and that’s exactly what EOS® does. When family businesses are ready to prepare for what’s next, Kyle Danner can help.

Connect with the Presenter: Solutions for Family Businesses |  Website:  |

Phone: (913) 481-5909 |  Email: Connect with Kyle