Collaboration isn’t just a buzzword—it’s a strategic advantage in exit planning. In this session, Zaheer Poptani draws on over two decades of experience to explore how coordinated efforts between financial advisors, CPAs, attorneys, and insurance professionals can dramatically improve client outcomes during complex transitions like business exits. You’ll learn why collaboration often fails, how to shift your mindset to “team-based thinking,” and when to proactively bring in other professionals. Real-world case studies will highlight both missed opportunities and major wins, showing how effective collaboration not only leads to better outcomes, but also creates referral opportunities and deeper professional relationships. Whether you're leading an engagement or contributing to one, this session will help you collaborate more intentionally, consistently, and effectively—unlocking greater value for your clients and your practice.
Learning Objectives:
- Understand the key reasons collaboration fails between advisors during business exits and complex planning scenarios.
- Learn a practical framework for when and how to collaborate effectively with CPAs, estate attorneys, and insurance professionals.
- Recognize how a mindset shift—from control to curiosity—can enhance team-based planning and client trust.
- Identify specific collaboration opportunities that lead to better outcomes and increased referral potential.
Event Details
Who Should Attend?
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Attorneys
You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.
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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.
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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.
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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.
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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.
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Investment Bankers
Only 2 of every 10 businesses that come to market actually sell. Learn how exit planning can bring attractive AND ready business to your purview.
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Estate Planners
Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.
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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.
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Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
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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.
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Commercial Lenders
One of the best relationships a business owner makes is with their banker. How can you help your corporate clients think about the future and ensure financial continuity? Answer: exit planning.
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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.
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Other Professional Advisors
Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.
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Private Business Owners
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Members of Family Business Boards
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Professional Advisors
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Business Consultants
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Other Business Professionals
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Business Owners
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Business Owners & Their Trusted Advisors
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.
ABOUT THE PRESENTER
Zaheer Poptani is a veteran wealth management advisor with over 25 years of experience helping business owners, tech founders, and high-net-worth families navigate complex financial lives. He is the CEO and co-founder of WealthTeamWork, a multi-family office collaboration platform designed to help financial professionals work seamlessly across disciplines. Zaheer also serves as Partner and Chief Compliance Officer at Asempa Wealth Advisors, a fee-only RIA firm, where he oversees regulatory operations and client strategy. His work focuses on aligning estate, tax, insurance, and investment planning through structured collaboration.
