Exit Planning is a business strategy that enhances value while expanding options so that an owner can transition the business on their terms. The goal is to generate wealth, fulfill dreams, and enrich lives. This is supported by the Advanced Value Creation. The Entrepreneurial Operating System is an execution framework for helping leadership teams operationally execute, deliver on, and realize their exit strategy.

Exit Planning is the process of identifying current value, addressing wealth and value gaps, maximizing the businesses value, and developing options that allow an owner/founder to transition the business on their terms. It is also the process of identifying what the owner/founder will do with their entrepreneurial energy and passion.

EOS is your operational framework for helping leadership teams operationally execute, deliver on and realize their exit strategy by helping them:

  • Get 100% on the same page with their VISION (i.e. Exit Strategy), where the business is going and how they are going to get there.
  • Gain more TRACTION, operate with focus, discipline, accountability as they execute on that vision every day.
  • Become a more HEALTHY, functional, cohesive team that enjoys working together.

It's an implementation plan for the 11 actions owners must take outlined in Walking to Destiny. It's a system that continuously focuses your team on maximizing the value of your business. It involves your leadership team, drives clarity, alignment, focus discipline and accountability throughout your organization. It creates the will and the way to execute and deliver.

It strengthens and harnesses the intangible assets of the company (i.e. the sum of the company's intellectual capital). The Four C's: Human, Customer, Structural, and Social.

It creates and puts in place all that is necessary to realize a culture of "Relentless Execution".

Join us for this webinar by Tom Wesner, EOS Implementer, and Joe Scheid, CEPA, as they shar an overview of how Exit Planning and EOS support each other and two case studies where Exit Planning and EOS were applied together to produce extraordinary results.

Learning Objectives:

  • What do the Exit Planning Strategy and EOS Operational Execution Plan look like when applied together at a very high level.
  • The Value Acceleration Methodology is your strategic framework for exit planning (the what) rooted in the equally important operational execution plans that grow value (the how) so that an owner can transition the business on his/her planned terms and at the maximum value.
  • Learn how The Entrepreneurial Operating System (EOS) can help you and your clients leadership teams operationally execute, deliver on and realize their Exit strategy.

Thank you to our Sponsors

Event Details

Date: Tuesday, September 26, 2023
Time: 1:00 pm - 2:00 pm Eastern Time
Where: Zoom
Cost: Free
Register Now

Who Should Attend?

  • 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.

  • 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.

  • 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.

  • 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.

  • Professional Advisors


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.