Download Our CEPA Brochure
Download Our CEPA Brochure
Download Our CEPA Brochure

HOW CEPAS USE TECHNOLOGY TO PREPARE BUSINESS OWNERS FOR A SUCCESSFUL EXIT

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Attendees will learn how to execute the Value Acceleration Methodology with efficiency while providing structure to their client engagements and prepare their clients for a successful exit.

Learning Objectives:

Attendees will learn:

  • How our product addresses all three legs of the stool – Business, Personal, and Financial goals, while reducing the burden on advisors who are facilitating this service.
  • How MAUS built to align with the Value Acceleration Methodology.
  • History of MAUS & EPI – Maus’ founder played an instrumental role in the development of the Value Acceleration Methodology utilized by EPI, contributing the “Common Sense Scoring” mechanism for business attractiveness and readiness indexes.

Thank you to our Sponsors

Event Location

Event Details

Date: Tuesday, September 05, 2023
Time: 1:00 pm - 2:00 pm Eastern Time
Where: Zoom
Cost: Free
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Who Should Attend?

  • Attorneys

    You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.

  • 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.

  • 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.

  • 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.

EXIT PLANNING IS GOOD BUSINESS STRATEGY

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.

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