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Selling to a Key Employee(s) or a Competitor
Take advantage of this opportunity to learn how the new SBA guidelines are revolutionizing business ownership transitions, enabling key employees and competitors to acquire businesses with zero down payment. Discover the updated process, key benefits for buyers and sellers, and strategies to leverage these changes for success. This session is your chance to stay ahead in understanding these game-changing updates.
Recession-Proofing Your Business: Strategies for Thriving in Uncertain Times
Hear from Colin Bowman with Cultivate Advisors speaking on business owners and their professional advisors with the tools and strategies needed to navigate recessions with confidence. By learning from past economic cycles, leveraging leadership best practices, and implementing both defensive and offensive business strategies, you’ll leave with a tactical playbook to strengthen your company’s resilience.
Countdown to the 2025 Exit Planning Summit
In this webinar, Scott will break down the Summit schedule, share highlights from can’t-miss sessions, spotlight this year’s Giveback Charity initiative, and provide tips to help you get the most out of your time onsite. Whether it’s your first time attending or you’re a returning Summit veteran, this session ensures you’re ready to hit the ground running!
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Boost Your Advisory Toolbox: A Game-Changing Strategy to Enhance Client Profitability & Business Value
Join Pierre Dion to discover how Schooley Mitchell helps businesses reduce expenses, increase EBITDA, and drive higher valuations—without extra effort from you or your clients. With expertise across 14 key cost categories, their risk-free, contingency-based model uncovers significant savings while preserving vendor relationships. This proven approach boosts client financial performance and positions you as a trusted, value-driven advisor.
Cracking the Top Quartile: What the Best CEPAs Do Differently
What separates good exit planners from great ones? In this data-rich session, Laura Ferguson, Chief Revenue Officer at The Value Builder System™, shares findings from a recent proprietary research study of advisors to uncover what the top 25% are doing differently.
Command the Room, Drive the Deal: Charisma as a Leadership Asset
Whether you’re advising clients on value acceleration, leading your own organization through transition, or preparing your leadership bench for succession, this session reveals how Presence, Power, and Warmth—the three pillars of charisma—can profoundly shift perception, leadership effectiveness, and business value.
Asset Transitions of Real Estate and Other Appreciated Assets
Jason Pueschel will review options for business owners to utilize IRC Section 1031 with passive professionally managed fractional ownership of real estate to defer all taxes on the sale of real estate with the potential to fully eliminate through a step-up in cost basis to beneficiaries. Learn how Qualified Opportunity Funds can turn capital gains on assets such as closely held businesses and appreciated stock, into the potential for tax free growth of wealth and deferral of capital gains taxes.
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Save the Date - 2025 EPI Webinar Strategic Partner
Join the Exit Planning Institute for our 2025 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.
How to Thrive in the "Trust Recession" with Trust-Based Selling
In today’s over-marketed, over-hyped and commoditized world, Ari Galper, the world’s #1 authority on trust-based selling, has defined the state of selling in today’s economy as the “Trust Recession”. You’ll know you’re in the Trust Recession, if you are delivering more value, doing free consulting, educating and “chasing” your prospects… with only declining results to show for it. Getting more leads is not the problem, converting the leads you already have, IS the problem you must solve to maximize your profits. If you don’t break out of the Trust Recession cycle, your sales growth will be stunted, and you’ll be in for a rude awakening.
2025 EPI Webinar - Strategic Partner
Join the Exit Planning Institute for our 2025 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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Employee Ownership for the Rest of Us
Michael Balstad will speak on, Employee Ownership sounds great - and it is – in fact, it potentially has the power to mitigate much of the risk created by the “Silver Tsunami” of entrepreneurs looking to exit within the next 5 years. But if it is so wonderful, why are only .02% (that’s 2 one hundredths of one percent) of businesses taking advantage of it? Join us for a talk with Mike Balstad about some innovative structures and use cases for broad-based employee ownership that can serve owners interested in pursuing employee ownership; and for whom employee ownership appears to be too costly, complex, and or lacks the flexibility necessary to achieve their specific goals.
Save the Date - 2025 EPI Webinar Strategic Partner
Join the Exit Planning Institute for our 2025 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.
Power of 3 – explore the 3 Circle Model for Family Business Advisors
Join BlueRoots and Tammy Buss for an insightful seminar on the renowned 3 Circle Model: a powerful framework designed to help your clients foster harmony and sustainability in family businesses, allowing you as an Advisor to overcome the hurdles that are faced when families are not aligned on topics.
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The Importance of Cybersecurity Due Diligence
This webinar presented by Mark Pardee, will emphasize the importance of cybersecurity due diligence for both regulated and unregulated companies, exploring key differences in cybersecurity regulations and frameworks. Attendees will also gain insights into the concept of an “assumed breach,” its importance, and the practical workings of cybersecurity due diligence.
Save the Date - 2025 EPI Webinar Strategic Partner
Join the Exit Planning Institute for our 2025 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.
Life After Exiting Your Business: Take Clients Deeper to Design their Next Chapter of Meaning, Purpose, and Joy
Statistics show that an astounding 75% of business owners report feeling profound regret after selling their business, and it’s not because of the financial deal. (source: PWC 2023) Are you and your clients ready for life after a successful business exit? Clients face the same questions that you will eventually face: What will I do when I stop working and get back 40 hours a week (or more)? How will I stay relevant? What will my identity be without my title and business? The time to plan for the next phase in life is right now. You have an opportunity to give clients more personal preparation, so they stay out of that category and refer others to you for exit help. Planning now for the significant life transition that is coming, helps clients avoid feelings of regret and unhappiness, and averts the sense of depression felt by a reported 1/3 of retirees in the first two years of their retirement. (source: Harvard Medical School) Using a proven process, we take clients from uncertainty and avoidance of retirement to excitement and readiness, with their own personalized plan for a life of meaning, fulfillment, joy, and connection. Learn how to help your clients plan now for the change that is going to come and move into the next chapter with ease and success.
Mastering LinkedIn: Unlock Opportunities and Build Connections
Hear from Greg Kaye with Blue Craze Media presenting best practices for LinkedIn and how to get the best out of it.
Save the Date - 2025 EPI Webinar Strategic Partner
Join the Exit Planning Institute for our 2025 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.
Predictable Growth with Cold Outreach
John Perlinger will dive into achieving revenue growth goals through effective outbound sales strategies. Join us to learn how to build a systematic, effective outbound sales strategy that not only brings in new clients but also ensures sustainable, predictable revenue growth for your business.
