We are entering the largest wealth transfer in history as the baby boomers get ready to retire and leave their legacy. Many business owners are shocked when they realize that 20-40% of their hard-earned proceeds will go to Uncle Sam. This provides the perfect opportunity to utilize tax-advantaged tools that provide business owners with more for retirement.

This presentation will explore the various tax-advantaged planning tools and how they work. With discussion on when they are relevant to certain types of businesses and owners' circumstances. We will go over real-life case studies of business sales that include the process of determining the best outcomes for the business owner.

Learning Objectives:

  • Be empowered to talk to business owners about tax-advantaged sale options.
  • Understand how various planning tools apply to different corporate structures. 
  • Feel confident as an advisory team member when clients are ready to use tax-advantaged sale strategies to sell their business.

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Event Location

Event Details

Date: Tuesday, August 08, 2023
Time: 1:00 pm - 2:00 pm Eastern Time
Cost: Free
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Who Should Attend?

  • 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.

  • 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.

  • Attorneys

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

  • 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.

  • Other Professional Advisors

    Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at


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.