Mastering Exit Planning Webinar Series

FREE EXIT STRATEGY EDUCATION

Mastering Exit Planning Webinar Series


In an effort to provide the professional advisory community with as much education as possible, EPI is proud to announce our new live broadcast that will feature a monthly-themed webinar series: Mastering Exit Planning.

The Mastering Exit Planning Series combines downloadable content, tools and webinars to give attendees deeper knowledge of the value acceleration methodology and exit planning process.

This is a four-part, monthly-themed series that features industry masters and partners. Each part of the series includes downloadable content and gives attendees an opportunity to interact with the industry masters live through zoom conference calls.

The series can be viewed as individual parts and/or the attendee can follow each week as the series builds upon each other throughout the month.

 

New Monthly Themes

Each month, the webinars will surround one specific theme. With a four-part series, we will continue to build upon what we covered in the previous weeks. This gives us an opportunity to build a quality series that more deeply explores critical and relevant topics.

The Benefits of Themed Months:

    • Newer CEPAs will have a chance to further their education even after completing the CEPA program
    • Gives veteran CEPAs an opportunity to hone in their skills
    • Provides non-CEPAs, including business owners, with a better understanding of exit planning and growth-oriented topics


This Month’s Theme: The Triggering Event

The Triggering Event is an assessment that allows both the business advisor and the business owner to understand the value of the company as it is today. It also shows the potential value of the company if appropriate value acceleration or exit planning tactics were in place. In this webinar we will discuss the basic of identifying and assessing value, how you can utilize the triggering event to better understand that value and how to use this engagement to increase value overtime.

Join EPI’s brand-new webinar series as each session takes you through a different element of the Triggering Event. From learning the basics or the methodology, to real life application stories, and everything else in between.

Find more details on each session below:


Intro to the Triggering EventJuly 7 | Register Now

Conducting the Triggering EventJuly 21 | Register Now
Applying the Triggering EventJuly 28 | Register Now Simplifying the Triggering EventAugust 4 | Register Now

Want more exit planning education?

Click here to see our full webinar lineup for the year.

Meet This Month’s Experts


 

Ken Bero

Ken Bero

Director, Partner Sales at Quist Insights
Panelist of Session 4

LINK WITH KEN

Shina Culberson

Shina Culberson

President at Quist Valuation
Panelist of Session 4

LINK WITH SHINA

Justin Goodbread

Justin Goodbread

Editor In Chief at Financially Simple
Panelist of Session 3

LINK WITH JUSTIN

Sean Hutchinson

Sean Hutchinson

Expert in Business Value Acceleration
Panelist of Session 3

LINK WITH SEAN

Ken Sanginario

Ken Sanginario

Founder, Corporate Value Metrics, LLC
Panelist of Session 4

LINK WITH KEN

Melisa Silverman

Melisa Silverman

Managing Partner at The Founders Group
Panelist of Session 3

LINK WITH MELISA

Chris Snider

Chris Snider

CEO/President of EPI
Presenter of Session 2

LINK WITH CHRIS

Scott Snider

Scott Snider

Vice President of EPI
Presenter of Sessions 1, 3, & 4

LINK WITH SCOTT