Join Brandon Hatton as he explores the journey of both founders and their families before and after a sale, guiding attendees to empower their clients and their loved ones in finding a renewed sense of identity, purpose, and fulfillment in their next chapter of their lives. Going beyond surface-level strategies, Brandon will provide actionable tools for participants to assist their clients and their families in reframing their relationships with money, work, and life will before the exit, ensuring they are equipped to navigate this transition with confidence. By facilitating open and honest conversations, CEPAs will understand the crucial role they play in helping founders gain the buy-in and support of their families, while also visualizing the desired outcome of the exit. Thus, communication becomes the cornerstone of a comprehensive pre-and-post-exit journey, in which both founders and their families can thrive together.

Learning Objectives:

  • Gain a fresh perspective on the emotional and psychological aspects involved in the journeys of founders and their families throughout the exit process.
  • Learn actionable strategies to empower clients and their loved ones in developing a pre-and-post-exit plan that aligns with their goals and values.
  • Understand how to foster environments in which founders and their families can have meaningful conversations about their vision for the future.

Thank you to our Sponsors

Event Details

Date: Tuesday, October 17, 2023
Time: 1:00 pm - 2:00 pm Eastern Time
Where: Zoom
Cost: Free
Register Now

Who Should Attend?

  • Business Owners

  • Financial Advisors

    One of the critical ‘legs of the stool’ is personal financing planning. An owner must have a strong financial plan & contingency plan post-transition to enable them to thrive in the next act of the lives personally and financially. Exit planning brings this future mindset into the present. Exit is now.

  • 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.

  • Family Business Advisors

    More than 50% of lower middle market business owners would prefer to transition to the next generation. Help them succeed with exit planning strategies.

  • 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.

  • Estate Planners

    Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.

  • Strategic Consultants

    One of the most critical roles in exit planning is building transferable value. Strategic consultants have the ability to expand options and drive rapid business value that affect performance today.


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.