Become The Advisor The Owner Cannot Live Without: Mapping Their Journey To A Successful Exit
Hear from Todd Bailey discussing a decision-making model for FAs to help you guide your client along the exit journey so you can execute a strategy that creates a win-win scenario for both of you.
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Employee Ownership for the Rest of Us
Michael Balstad will speak on, Employee Ownership sounds great - and it is – in fact, it potentially has the power to mitigate much of the risk created by the “Silver Tsunami” of entrepreneurs looking to exit within the next 5 years. But if it is so wonderful, why are only .02% (that’s 2 one hundredths of one percent) of businesses taking advantage of it? Join us for a talk with Mike Balstad about some innovative structures and use cases for broad-based employee ownership that can serve owners interested in pursuing employee ownership; and for whom employee ownership appears to be too costly, complex, and or lacks the flexibility necessary to achieve their specific goals.
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Bridging the Gaps: How Focal Point Coaches Partner with CEPAs to Accelerate Owner Readiness and Enterprise Value
Join fellow CEPA and Master Business Coach Todd Eppert for a powerful peer-to-peer conversation on how Focal Point Business Value and Transition Advisors can complement and enhance your exit planning practice. Built on the foundation of the Exit Planning Institute’s Value Acceleration Methodology, this session explores how coaching can be the missing link in helping business owners actually implement the strategic and operational changes required to close the Profit Gap, Value Gap, and Wealth Gap.
Power of 3 – explore the 3 Circle Model for Family Business Advisors
Join BlueRoots and Tammy Buss for an insightful seminar on the renowned 3 Circle Model: a powerful framework designed to help your clients foster harmony and sustainability in family businesses, allowing you as an Advisor to overcome the hurdles that are faced when families are not aligned on topics.
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The Importance of Cybersecurity Due Diligence
This webinar presented by Mark Pardee, will emphasize the importance of cybersecurity due diligence for both regulated and unregulated companies, exploring key differences in cybersecurity regulations and frameworks. Attendees will also gain insights into the concept of an “assumed breach,” its importance, and the practical workings of cybersecurity due diligence.
Driving Value Forward with Capitaliz: Strategic Decisions & Execution Through the Decide Gate
Join the Capitaliz team for the upcoming session in our series on the Value Acceleration Methodology as we explore the critical Decide Gate—a pivotal point where business owners and advisors determine a strategic path forward. Building on insights from the Discover and Prepare Gates, this webinar will give a look into the decision-making processes that drive business growth, determine exit strategies, and map out the prioritized action plan through execution.
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Essential Risk Management for Business Value Preservation
In this training session for the Exit Planning Institute, Jeff Ditsworth of TrueNorth Companies will provide a high-level overview of TrueNorth’s Risk Review Process, focusing on the three core areas of Corporate Risk Management, Financial Risk Management, and Human Capital Risk Management. This session will explore the critical steps businesses need to take to protect their current value before pursuing growth. Jeff will outline the top risk factors that commonly impact a company’s stability and sustainability and share actionable insights on mitigating these risks effectively. Ideal for professionals supporting business owners—financial planners, CPAs, attorneys, and M&A advisors—this session equips attendees with a foundational understanding of risk management essentials for business value preservation.
Human-Centric AI for Exit Planning
The presentation "Human-Centric AI for Exit Planning" explores the transformative potential of integrating human performance coaching with advanced AI tools. It emphasizes the importance of placing human needs and experiences at the forefront of exit planning strategies. Register Now!
Life After Exiting Your Business: Take Clients Deeper to Design their Next Chapter of Meaning, Purpose, and Joy
Statistics show that an astounding 75% of business owners report feeling profound regret after selling their business, and it’s not because of the financial deal. (source: PWC 2023) Are you and your clients ready for life after a successful business exit? Clients face the same questions that you will eventually face: What will I do when I stop working and get back 40 hours a week (or more)? How will I stay relevant? What will my identity be without my title and business? The time to plan for the next phase in life is right now. You have an opportunity to give clients more personal preparation, so they stay out of that category and refer others to you for exit help. Planning now for the significant life transition that is coming, helps clients avoid feelings of regret and unhappiness, and averts the sense of depression felt by a reported 1/3 of retirees in the first two years of their retirement. (source: Harvard Medical School) Using a proven process, we take clients from uncertainty and avoidance of retirement to excitement and readiness, with their own personalized plan for a life of meaning, fulfillment, joy, and connection. Learn how to help your clients plan now for the change that is going to come and move into the next chapter with ease and success.
Mastering LinkedIn: Unlock Opportunities and Build Connections
Hear from Greg Kaye with Blue Craze Media presenting best practices for LinkedIn and how to get the best out of it.
Predictable Growth with Cold Outreach
John Perlinger will dive into achieving revenue growth goals through effective outbound sales strategies. Join us to learn how to build a systematic, effective outbound sales strategy that not only brings in new clients but also ensures sustainable, predictable revenue growth for your business.
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The Million Dollar Blueprint: A Proven Method to Growing a 7-Figure Financial Advisory Practice
The Million Dollar Blueprint" is a proven framework for financial advisors seeking to grow a seven-figure practice through a combination of strategic client acquisition, operational efficiency, and high-impact client service. This session covers key strategies such as how to set the appropriate client minimums for your practice (and how to get around "cheating" on those minimums), how to install a proven on-boarding process that produces an 85%+ conversion ratio, prospecting for new business using A.I., and optimizing systems and processes in your office to create a well-oiled machine. Participants will also explore techniques for improving delegation, enhancing their client service model, and implementing post-COVID, new-age lead generation tactics that drive sustainable growth. The session is designed to help advisors build a more efficient, scalable, and profitable practice while avoiding common pitfalls we all face in our careers.
Preparing Owners Emotionally for their Big Exit
Lien De Pau will present how to guide clients through the emotional side of exiting, help them let go with confidence, and overcome procrastination. By understanding the human side of exit planning, you’ll be equipped to build trust, align expectations, and lead your clients to a truly big exit. Don’t miss this session if you want to build deeper connections with your clients and help them achieve a meaningful, value-driven exit.
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2025 EPI Webinar - Strategic Partner
Join the Exit Planning Institute for our 2025 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.
