Exit Planning Institute

Stop wasting time in poor performing teams with:


Course Overview

It’s been estimated that ineffective teamwork results in $1 trillion of economic waste per year. Combine that with virtual work environments becoming more and more commonplace, shifting the dynamic of how teams build trust, and it becomes apparent just how important effective team building really is.

This interactive EPI Academy course will take you through the foundational elements of putting a team in place, and how to master behaviors critical to a team’s success. Giving attendees a better understanding of why, when, and where to utilize teams, as well as impactful tools and strategies to put your knowledge into practice.

This course was created as an expansion of the team building module taught within the Certified Exit Planning Advisor (CEPA) program. Current CEPAs will be able to expand on their team building foundation, but even those without the credential will benefits from the content and strategies taught in this course.

Attendees will gain further knowledge on:

  • Deciphering the why, when, and where behind using teams
  • Putting the foundational elements of teams in place
  • Mastering the five behaviors crucial for every team
  • Analyzing data on the “new normal” for teams
  • Developing teams through impactful tools and strategies

Course Details

EPI Academy Brochure

For more details on this course, and other EPI Academy courses, download the Exam Prep Brochure.

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Course Curriculum:


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About the Instructor

Amy Wirtz is a consultant with The Family Business Consulting Group specializing in shareholder value enhancement, business planning processes, and transition implementation of management, leadership or ownership of a business. Her passion stems from growing up in her grandparents’ second-generation business, surrounded by the wonderfully complex matters a family business presents.

Amy brings a diverse range of experience to family enterprises by serving in various roles, such as an exit-planning advisor, collaborative lawyer, mediator, arbitrator, lecturer and teacher. Drawing from 25 years as a lawyer, she believes in peaceful resolutions to complex issues by helping families learn new communication skills to resolve family and business matters. While no longer practicing law, today Amy focuses on providing creative solutions to family business engagements and presenting to relevant audiences. She also helps business owners use their advisors as a resource team to create optimal value.