With an impending or existing recession, businesses are facing unprecedented challenges that especially threaten Small to Mid-sized private businesses (SMBs). Finding experienced strategic growth-minded leaders amidst potentially crippling cash flow, supply chain, distribution, and changing technology automation are just a few areas of concern. In such a turbulent environment, organizations need access to vetted C-level talent across all functional disciplines to spark a strategic reset and provide experienced insight, advice, and support using industry Best Practices to successfully scale business value to the next level.

SMBs are increasingly engaging fractional resources for short and long-term engagements to provide expertise to enhance business value, and plan future or near-term M&A and exit strategies. What if you could access a national, fractional executive marketplace to partner you with these strategic resources at no cost?

This webinar touches on a range of benefits a fractional C-Suite model can offer businesses to avoid the lengthy process of adding permanent headcount, and provide a flexible strategy to address variable needs and goals. 

Learning Objectives:

  • Organizational design considerations in today's workforce
  • Some examples of fractional executive and advisor resource models
  • Insights into the financial benefits of using a comprehensive fractional executive model
  • Discussion on how fractional executives strengthen exit planning strategy and results 

Thank you to our Sponsors

Event Location

Event Details

Date: Tuesday, June 06, 2023
Time: 1:00 pm - 2:00 pm Eastern Time
Where: Zoom
Cost: Free
Register Now

Who Should Attend?

  • Private Business Owners

  • Business Owners

  • 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.

  • 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.


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.