The Founder's Dilemma: When Enterprise Value and Personal Vision Drift Apart
This session explores the relationship between intentional ownership and enterprise value. Attendees will examine how an owner's long-term objectives shape strategic business decisions and why greater clarity often leads to stronger execution and more transferable value. Rather than replacing the Value Acceleration Methodology, this perspective strengthens it by connecting business growth, personal objectives, and long-term planning into a more integrated advisory experience.
Advanced Tax Savings Strategies for Clients that Sell their Business, and Personal Planning for Life After the Sale
75% of clients that sell their business, profoundly regret selling one year after the sale. This session will discuss preparation and planning of how to minimize this with energy, vitality and longevity through a personalized, customized approach.
The Five Common Pathways to Improving a Business Owner’s Real Estate Scenario
This webinar offers valuable thought leadership in the exit planning community, focusing on commercial real estate’s (CRE) influence on enterprise value and the integration of exit planning principles into commercial real estate.
Bridging the Execution Gap: The CEPA’s Role in Turning Strategy into Action
In this session, participants will explore the three underlying causes of the execution gap: the Advisor Gap, the Alignment Gap, and the Accountability Gap. When advisors operate in silos, visions remain unclear, and execution lacks discipline, even the best succession and value growth plans struggle to gain traction.
Save the Date - ON24 - 2026 EPI Webinar - 2026-09-01
Join the Exit Planning Institute for our 2026 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.
Building Confidence with Business Owners: A Practical Guide to Activate Your CEPA Designation.
This session focuses on building confidence rather than theory. Participants will learn practical frameworks and conversation techniques that help create meaningful discussions with business owners. Advisors will explore how curiosity, structured assessments, educational touchpoints, and collaborative planning can transform isolated conversations into ongoing engagement. Attendees will receive the Activating Business Owners Field Guide, a practical resource designed to help advisors move from theory to implementation and increase confidence in the room. The field guide provides frameworks, conversation prompts, and practical tools that participants can immediately incorporate into their practices to create more meaningful business owner relationships.
The Hidden Value Driver: Helping Owners and Leaders Stay Clear, Steady, and Effective Through Growth and Transition
In this interactive session, Spencer Jones will help advisors recognize the human pressure patterns that can quietly show up during exit planning, value acceleration, high-growth seasons, and post-acquisition integration.
The Buyer Intelligence Advantage: Leveraging Live Market Demand to Strengthen Your Exit Planning Practice
In this session, Jaclyn Ring of REAG demonstrates how its active buy-side mandates serve as a strategic resource for CEPAs. You'll learn how live buyer demand can strengthen client relationships, enhance your credibility as a trusted advisor, and create natural opportunities to engage both existing clients and prospective business owners — insight that goes beyond historical data or generalized market trends.
Getting Owners Unstuck: Revealing the Gaps That Limit Business Value
n this practical case-study session, Melanie Asher will show how Omicle’s Unstuck Audit helps reveal the hidden gaps that limit business value, founder independence, execution, and future readiness.
How to Build Trusted Relationships with Business Owners
This webinar will explore how high-level professionals build strong relationships with business owners by learning to think operationally, communicate with precision, anticipate pressure points, and demonstrate value early.
Before They Say "Exit": How Advisors Become Relevant Through Everyday Business Conversations
Join CEPAs Laurie Barkman and Michael Laliberte for real-world lessons on becoming relevant to owners long before an exit. Attendees will learn how advisors can use ongoing wealth, tax, and business planning conversations to identify opportunities and build a transferable asset before a transaction is ever contemplated. Because the most successful transitions, and the strongest client relationships, are built years before anyone says the word exit.
Diagnose, Then Build: An Operating Model for Owner-Independent Government Contractors
This session hosted by Robert Jones introduces the Enterprise Readiness Operating Model, the diagnostic behind it, and the accountability system that keeps progress from stalling once the report is delivered.
Why Successful Entrepreneurs Are Reconsidering Their Advisors — and How CEPAs Can Lead the Next Conversation
In this session hosted by John J. Bowen Jr. of CEG, shows why entrepreneurs still value human judgment yet will change advisors when advice is fragmented, reactive, or portfolio-centered.
Save the Date - ON24 - 2026 EPI Webinar - 2026-10-06
Join the Exit Planning Institute for our 2026 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.
Only 4% of Business Owners have No Intention of Leaving their Financial Advisor after they Sell: Learn How You Can Use that in Your Favor!
Join this webinar to learn how you can grow your business larger than you may have ever anticipated by becoming a magnet for business owners during their exit.
Save the Date - ON24 - 2026 EPI Webinar - 2026-10-13
Join the Exit Planning Institute for our 2026 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.
Save the Date - ON24 - 2026 EPI Webinar - 2026-10-15
Join the Exit Planning Institute for our 2026 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.
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The Other Side of the Exit: From Value Built to Value Realized
This session explores what is on the other side of the exit. Most exit planning engagements are built around getting to the closing table: valuation, deal structure, negotiation, financing, due diligence.
Save the Date - ON24 - 2026 EPI Webinar - 2026-10-22
Join the Exit Planning Institute for our 2026 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.
Maximizing Business Owner Liquidity Events to Attract High-Net-Worth Clients and Drive AUM
In this session with David Vorhoff, we’ll discuss how advisors can work alongside an investment banking partner to help owners maximize the value of their businesses while creating a thoughtful path for managing the resulting wealth.
Save the Date - ON24 - 2026 EPI Webinar - 2026-11-03
Join the Exit Planning Institute for our 2026 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.
Healthcare: The Gut Punch to the Exit Plan
Join Elizabeth Gavino as she discusses real cases, real numbers, and the questions worth asking three years before the sale instead of sixty days after.
When Does a Sale Lease Back Make Sense
In this webinar hosted by Bill Himmelstein, learn how to execute your own SLB prior to selling your business to ensure maximum return for both the real estate and the business.
Save the Date - ON24 - 2026 EPI Webinar - 2026-11-12
Join the Exit Planning Institute for our 2026 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.
Save the Date - ON24 - 2026 EPI Webinar - 2026-11-17
Join the Exit Planning Institute for our 2026 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.
Modernizing for the Next Generation: An HVAC Business Case Study in Succession, Technology, and Enterprise Value
In this case study hosted by Laura Baker, we'll follow a fictitious HVAC company through a year of digital transformation, showing how reducing technology risk, modernizing operations, strengthening cybersecurity, and adopting smart technologies can increase enterprise value and position the business for a successful family transition.
Save the Date - ON24 - 2026 EPI Webinar - 2026-11-24
Join the Exit Planning Institute for our 2026 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.
QSBS in Action: Planning, Executing, and Maximizing QSBS
This session hosted by Brady Weller is built for those working with businesses owners who could exit via a stock sale in the future, and who need a framework for turning QSBS knowledge into action ahead of a transaction.
Save the Date - ON24 - 2026 EPI Webinar - 2026-12-03
Join the Exit Planning Institute for our 2026 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.
Save the Date - ON24 - 2026 EPI Webinar - 2026-12-08
Join the Exit Planning Institute for our 2026 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.
Save the Date - ON24 - 2026 EPI Webinar - 2026-12-10
Join the Exit Planning Institute for our 2026 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.
Save The Date - ON24 - 2026 EPI Webinar - 2026-12-15
Join the Exit Planning Institute for our 2026 Webinar Series! Current CEPAs can earn 1 EPI CE Credit for attending live sessions. CE Credits will be added to your CE Tracker within five business days after participation. Please note: Attendance via phone cannot be automatically tracked, so members must self-submit these sessions to receive credit.
