The Updated Field Guide for Advising
Family Businesses


The Updated Field Guide for Advising Family Businesses

Helping is at the heart of every advisor’s business. You’re successful when you help your clients achieve their exit vision. Unfortunately, when it comes to helping family businesses, problems in the family can keep your client from moving forward and prevent you from doing your job.

To help advisors, Kyle Danner updated his Field Guide for Advising Family Businesses. It’s filled with tips and techniques you can use in the field when working with your family business clients. During this Summit Insights webinar, get a sneak peek at the new guide including:

  • Tips to keep you on track when advising a family business
  • Communication traps to avoid, and
  • Questions to help family members see the bigger picture

The updated guide will be available to everyone attending the 2020 Exit Planning Summit.


Learning Objectives:

  • How to keep yourself on track when advising a family business
  • How to avoid the #1 communication trap when working with family businesses
  • How to set the environment for a productive family meeting
  • Five questions to help family members see the bigger picture


About the Summit:

Every year, the EPI community gathers the top 200+ advisors from across the industry (and the world) at the Exit Planning Summit.  A major part of the Summit experience and value is that EPI has built a strong, collaborative network of solution providers specifically geared toward supporting advisors like you in changing the outcome for exiting middle market business owners.

This annual broadcast series offers attendees relevant introductory educational topics presented by esteemed experts a part of the Exit Solutions Partner Network. You will have an opportunity to ask questions, connect with the presenter, and continue the conversation both during and post-broadcast.

The Exit Planning Summit is the “Super Bowl” for Exit Planning Experts, Advisors, and Middle Market Business Owners. It contains the best content taught by top experts in the marketplace. The Summit brings together 200 of the top CEPAs a part of EPI, combined with other leading advisors, thought leaders, and partners within the exit planning space. This September in Nashville, advisors from across the globe will gather to learn the latest in exit planning while immersing themselves in a big conference atmosphere with a interactive, workshop personalized feel. The highlights for the 2020 Exit Planning Summit will expand your view, challenge you to greater heights, and reinvent the way you approach the middle market.

Explore the 2020 Exit Planning Summit

Meet the Presenter

Kyle Danner

Kyle Danner

MA, CEPA, Family Business Advisor

Contact Kyle

Meet Kyle.

As a CEPA with family business clients, Kyle Danner knows you want to position the business for the future. However, you can’t just focus on the family business. You must focus on the family, too.

That’s why Kyle started Kyle Danner, Solutions for Family Businesses. Not only is he a CEPA, but he’s also been a part of every aspect of a family business. He grew up in and worked in a family business and owned a business with his family. He also knows what it’s like to leave the family business and start a new chapter in life.

If you need help with your family business clients, contact Kyle to get started.

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