The Million Dollar Blueprint: A Proven Method to Growing a 7-Figure Financial Advisory Practice
This session covers how to set the appropriate client minimums for your practice (and how to avoid “cheating” on those minimums), how to install a proven onboarding process that produces an 85%+ conversion ratio, prospecting for new business using AI, and optimizing the systems and processes in your office to create a well-oiled machine.
Discoverable by Default: Where Client Data Goes When You Put It Into AI
This session will leave you with a standard for what belongs in an AI tool and what never should, plus the questions to ask a vendor before an owner's financials go anywhere near it.
Maximizing Business Owner Liquidity Events to Attract High-Net-Worth Clients and Drive AUM
In this session with David Vorhoff, we’ll discuss how advisors can work alongside an investment banking partner to help owners maximize the value of their businesses while creating a thoughtful path for managing the resulting wealth.
How to Get Your Exit-Planning Clients Approved for Residential Mortgages - Before and After the Exit
In this session hosted by Maxwell Lloyd, you'll learn how reading actual business cash flow, or accumulated assets, opens doors that traditional lenders consistently close for your most successful clients.
Healthcare: The Gut Punch to the Exit Plan
Join Elizabeth Gavino as she discusses real cases, real numbers, and the questions worth asking three years before the sale instead of sixty days after.
When Does a Sale Lease Back Make Sense
In this webinar hosted by Bill Himmelstein, learn how to execute your own SLB prior to selling your business to ensure maximum return for both the real estate and the business.
CEPA Plus: Benefits, Tools, and How to Get the Most from Your Membership
Join the Exit Planning Institute®’s Member Experience Representative Ryan Beltz for a focused session on the CEPA Plus tier. This tier is designed for CEPAs who are ready to move from understanding the methodology to actively applying it.
The Trust Collapse: Why Owners Are Choosing Advisors Differently Than They Did Two Years Ago
In this session, Steve Gordon shares what the research says, what is working for the advisors still closing, and the moves that make expertise provable instead of merely claimed.
Tax Savings on the Exit
In this session Nick Guida will be covering strategies that can help reduce the tax burden upon the exit.
Modernizing for the Next Generation: An HVAC Business Case Study in Succession, Technology, and Enterprise Value
In this case study hosted by Laura Baker, we'll follow a fictitious HVAC company through a year of digital transformation, showing how reducing technology risk, modernizing operations, strengthening cybersecurity, and adopting smart technologies can increase enterprise value and position the business for a successful family transition.
Close the Value Gap: 7 Meeting Types and AI for Better Execution
In this session, Kris Snyder and the Ninety team will show CEPAs and growth-minded advisors how seven meeting types and AI can strengthen accountability and help close the Value Gap.
QSBS in Action: Planning, Executing, and Maximizing QSBS
This session hosted by Brady Weller is built for those working with businesses owners who could exit via a stock sale in the future, and who need a framework for turning QSBS knowledge into action ahead of a transaction.
Life Insurance Through the Lens Of The Three Gates
This session hosted by Kate Seastone maps life insurance onto the three gates. Attendees leave with a one-page insurance de-risking checklist for any owner engagement.
CEPA Plus: Benefits, Tools, and How to Get the Most from Your Membership
Join the Exit Planning Institute®’s Member Experience Representative Ryan Beltz for a focused session on the CEPA Plus tier. This tier is designed for CEPAs who are ready to move from understanding the methodology to actively applying it.
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).
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.
The Auction Trap: Why Curated M&A Beats the Wide Auction Approach in Wealth Management
This session hosted by Allen Darby challenges the conventional auction model and introduces a targeted, curated approach to wealth management M&A built on deep buyer intelligence, cultural alignment, and disciplined deal advocacy rather than sheer volume of bidders.
The Advisor Who Owns the Ownership Years
This session hosted by Matt Hertig makes the case for the practice that sits between now and the exit: an ownership-years strategy the advisor runs with every business-owner client, every year, across four connected disciplines.
Structured Installment Sales: Deferring the Capital Gains Bill Before the Deal Closes
This session covers the mechanics: how the payment stream is designed around what the seller actually needs after closing, how the obligation is assigned away from the buyer so default and reinvestment risk are removed, and where the strategy fits among the other approaches an owner is likely to hear about. It also covers timing, because eligibility turns on the sale not yet being binding.
.png)
Designing Workplace Benefits as a Strategic Driver of Enterprise Value and Owner Readiness
This session reframes workplace benefits as a strategic lever that strengthens enterprise value by improving talent attraction, retention, and operational stability.
