Tax Advantages of ESOPs & IRC Section 1042 Deferrals with Keith Apton & Michael Eagan
Join our webinar to uncover the key distinctions between S and C corp structures in ESOP taxation and the nuances of S to C to S conversions with 1042 deferrals. Learn how accounting and audit practices differ between a $100mm ESOP company and a non-ESOP entity. Plus, get practical tips on preparing and organizing data for upload to a virtual data room when exploring transactions.
M&A Market Pulse 2025
Join Scott Mashuda for an exclusive presentation on the anticipated M&A trends for the lower-middle market in 2025.
Commercializing Your CEPA: How to Build an Offering
Join Michael Brady from Maus to discover how to transform your CEPA designation into a scalable, impactful service offering. Quickly build an efficient and profitable exit planning practice without reinventing the wheel. Learn how to easily integrate the Value Acceleration Methodology into your offering to grow client satisfaction and referrals.
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How To Double Your Client's Valuation
This session will explore how custom software can transform your client’s business by increasing its value and creating opportunities for future growth. Participants will gain insights into the industries most affected by software, the associated costs, and its role in building unique intellectual property (IP) for sellers. Additionally, advisors will learn how leveraging custom software can enhance their commissions while effectively introducing these solutions to their clients.
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Save the Date - 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.
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16 Acquisitions and Counting: Case Study Analysis
Discover how acquisitions can enhance your exit strategy with insights from Ross Tomkins. Learn dealmaking strategies, relationship-building tips, and growth tactics to align acquisitions with your exit goals in this impactful session.
2025 State of the Institute Address
Join EPI President Scott Snider for the 2025 State of the Institute Address, featuring insights from the 2024 National State of Owner Readiness Report. Explore key trends in exit planning, advancements in the field, and EPI’s vision for the future. Don’t miss this session designed to keep CEPAs ahead in the market!
Save the Date - 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.
How to Maximize Returns on Your Client’s Supply Chain, both Now and Upon Exit
Learn from Forsyth Advisors, experts in strategic supply chain optimization, as they share how to uncover hidden value and enhance high-quality earnings. By leveraging client data and addressing key areas like purchasing costs, freight optimization, and procurement strategies, they help maximize returns. Gain insights and tools to prepare clients for a successful exit while aligning their supply chains with what buyers want to see.
Special Edition: Derisking Your Business By Aligning Legal Governing Documents With Owners' Estate Plans
An often missed low-hanging fruit for the derisk stage of our work is reviewing the shareholder bylaws and or the operating agreements with the estate plans for the owners. When they are not aligned, it can lead to difficult transitions upon death.
Save the Date - 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.
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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.
Save the Date - 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.
Save the Date - 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.
Save the Date - 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.
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Selling to a Key Employee(s) or a Competitor
Take advantage of this opportunity to learn how the new SBA guidelines are revolutionizing business ownership transitions, enabling key employees and competitors to acquire businesses with zero down payment. Discover the updated process, key benefits for buyers and sellers, and strategies to leverage these changes for success. This session is your chance to stay ahead in understanding these game-changing updates.
Save the Date - 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.
Save the Date - 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.
Save the Date - 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.
How to Thrive in the "Trust Recession" with Trust-Based Selling
In today’s over-marketed, over-hyped and commoditized world, Ari Galper, the world’s #1 authority on trust-based selling, has defined the state of selling in today’s economy as the “Trust Recession”. You’ll know you’re in the Trust Recession, if you are delivering more value, doing free consulting, educating and “chasing” your prospects… with only declining results to show for it. Getting more leads is not the problem, converting the leads you already have, IS the problem you must solve to maximize your profits. If you don’t break out of the Trust Recession cycle, your sales growth will be stunted, and you’ll be in for a rude awakening.
Save the Date - 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.
Mastering LinkedIn: Unlock Opportunities and Build Connections with Greg Kaye
Hear from Greg Kaye with Blue Craze Media presenting best practices for LinkedIn and how to get the best out of it.
Save the Date - 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.
Predictable Growth with Cold Outreach with John Perlinger
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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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.
Save the Date - 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.
Save the Date - 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.
