Work through a live case study showing how the Capitaliz 21 step model using the five stages of value will help you deliver consistent exit planning advice at scale. This methodology has been used on over 800 exits over 12 years and is now available for CEPA’s to use – it has been built by exit planners for exit planners.

Learning Objectives:

  • Understand the 21-step methodology to accelerate and unlock value.
  • Review a Business Insights Report – the ultimate triggering event.
  • See the Value Potential calculated live.
  • Understand how dynamic revaluation can demonstrate real ROI on the exit planning investment.
  • See the platform deliver on collaborative engagement.


Event Details

Date: Tuesday, June 27, 2023
Time: 3:00 pm - 4:00 pm Eastern Time
Where: Zoom
Cost: Free
Register Now

Who Should Attend?

  • Mergers & Acquisition Advisors

    Proper exit planning causes less deals to fall through at the last minute. Connect with CEPAs to build your healthy deal flow network.

  • Valuation Analysts

    Valuation is both a billable engagement AND an opportunity to provide owners some perspective on how to accelerate value drivers (and deal with value killers). Use exit planning to make that valuation into a longer term value acceleration engagement.

  • CPAs/Accountants

    Owners participating in the State of Owner Readiness research continue to indicate that you are the No. 1 "Most Trusted Advisor." You are a natural fit to lead the exit planning team and deepen your relationship (and retention) of next generation owners.

  • Wealth Managers

    You’re a skilled relationship person. Being entangled into your clients’ professional lives matters as you build a strategy to manage their wealth upon them harvesting it from their business. Exit planning allows you to build a deeper relationship with your client, expands your COI network, while giving you an early seat at table well before the liquidity event.

  • Investment Bankers

    Only 2 of every 10 businesses that come to market actually sell. Learn how exit planning can bring attractive AND ready business to your purview.


The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.