M&A Ready: Your 24-Month Exit Playbook
This session presented by Josh Bass is for founders and owners who see a potential sale on the horizon and want to control the outcome, not just react to it. Over 24 months, the right preparation can add meaningful value to your business, reduce deal risk, and expand your pool of serious buyers.
From Value Acceleration to Practice Growth: Turning Exit Planning Into a Scalable Advisory Model
In this session, Capitaliz Founder Dr. Craig West will build on the momentum from our previous case-study webinar by shifting the conversation from client engagement to practice growth. Advisors will learn how successful practitioners are transforming exit planning from a one-off engagement into a repeatable service offering that generates recurring revenue and deeper client relationships.
Why is Everyone Talking About ESOPs?
Join Leslie Lauer and Shea Feehan for a discussion on the benefits of Employee Stock Ownership Plans (ESOPs) and how they can serve as an effective transition strategy for business owners. This session will provide an overview of how ESOPs work, when they may be a good fit, and how they compare to other exit options. Attendees will also have the opportunity to ask questions and gain practical insight into the ESOP process.
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ESOPs with Eyes Wide Open
Knowing the advantages and limitations of an employee ownership sale can mean the difference between a smooth succession plan and unintended consequences. Join award-winning ESOP advisor David Blauzvern as he explains the pros, cons, and candid truths of employee ownership strategies. He’ll draw clear comparisons with other transaction options and take your questions.
In Support of CEPAs: Two On-ramps to Working with Successful Families and Business Owners
This event will be held on Friday April 3 Join Joe and Shelley to discuss the root cause of your clients’ angst and pain, and learn how to help them seek an uncommon path to lasting progress.
Become the Go-To Advisor for Exit-Planning Conversation
Exit planning is a high-trust, high-stakes conversation—and the advisors who win it aren't just the most qualified. They're the ones who are most visible, most memorable, and most clearly positioned as the trusted guide for business owners. In this session, you'll learn how a short, focused book can become your most powerful business development asset as a CEPA—one that opens doors to media exposure and podcast interviews, makes every marketing dollar you spend work harder, and positions you as the obvious choice before you ever walk into the room.
Two Sides of the Exit Multiplier: Increasing Business Valuation Today, Strengthening Family Wealth Tomorrow
Leslie Hurm with Breakwater Accounting & Advisory will examine how financial execution functions as an “exit multiplier.” Reliable financial data enables owners to shift from day-to-day operators to strategic decision-makers who understand how value is created, measured, and preserved. When books are clean, consistently maintained, and aligned with how the business actually operates, owners gain clarity earlier in the process. That clarity leads to better decisions around timing, structure, reinvestment, and risk. It also reduces the likelihood that surprises emerge during diligence, when leverage is lowest and costs are highest.
Insider's Look at the 2026 Exit Planning Summit
In this webinar, Scott Snider will break down the Exit Planning Summit schedule, share highlights from can’t-miss sessions, spotlight this year’s workshops 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 Exit Planning Summit veteran, this session ensures you’re ready to hit the ground running!
Become a Business Owner Specialist
Are you ready to attract more business owner clients, grow your AUM, and stand out as a true expert in the market? You earned your CEPA designation — now it's time to unlock its full potential. Join this webinar facilitated by Cultivate Advisors, a national value advisory firm, and learn how to build a thriving practice focused on business owners.
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How To Thrive In The “Trust Recession” with Trust-Based Selling & The One Call Sale
Hear from Ari Galper on what he calls the Trust Recession. Many advisors find themselves giving away their expertise through free consulting, investing more time educating and following up, with less momentum than ever before.
Save the Date - 2026 EPI Webinar
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.
How to Turn a Business Insurance Expense into a Tax Efficient Profit Center for a Business Owner and an Advisor
The team at Madison Insurance Group will show you how to fund future losses while allowing investors to participate in the insurance profits that would otherwise be lost to Big Insurance.
Cold Outreach: How to Get 150 Meetings Booked Per Month
In this session presented by Greg Kaye, we will showcase how you can use different tools/tactics to book over 150 meetings with your ideal customer per month.
Save the Date - 2026 EPI Webinar
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 - 2026 EPI Webinar
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 - 2026 EPI Webinar
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.
THE EXIT ADVISOR'S AI TOOLKIT: How to Get Resistant Owners to Build the Systems Buyers Demand- 2026 EPI Webinar
This webinar shows you the back-office Al toolkit we use to get resistant owners to implement (because the heavy lifting is already done). You'll walk away with copy-paste workflows that turn chaos into sellable systems- fast.
What Founders Don’t See Before Exit: Governance Blindspots That Distort Transaction Outcomes
Drawing on more than 20 years advising institutional capital, including a decade as a partner at global law firms, and later founding and exiting a business under institutional pressure, Jonathan Bloom of Oracle House Press explores the governance blindspots that distort transaction outcomes — and provides a practical framework advisors can use to surface these risks earlier and protect enterprise value.
Save the Date - 2026 EPI Webinar
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 - 2026 EPI Webinar
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 - 2026 EPI Webinar
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 - 2026 EPI Webinar
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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ESOP Financing – Why it Matters and How it’s Secured
This session presented by Andrew Nikolai is designed for exit planning advisors with a basic understanding of employee stock ownership plans, but limited exposure to the transaction process. To learn more about ESOP-led business succession and exit strategies
Save the Date - 2026 EPI Webinar
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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Designing an Optimal Business Transition Strategy
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 - 2026 EPI Webinar
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 - 2026 EPI Webinar
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.
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.
Save the Date - 2026 EPI Webinar
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 - 2026 EPI Webinar
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 - 2026 EPI Webinar
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 - 2026 EPI Webinar
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 - 2026 EPI Webinar
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 - 2026 EPI Webinar
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 - 2026 EPI Webinar
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 - 2026 EPI Webinar
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 - 2026 EPI Webinar
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 - 2026 EPI Webinar
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 - 2026 EPI Webinar
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 - 2026 EPI Webinar
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 - 2026 EPI Webinar
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 - 2026 EPI Webinar
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 - 2026 EPI Webinar
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 - 2026 EPI Webinar
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 - 2026 EPI Webinar
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 - 2026 EPI Webinar
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 - 2026 EPI Webinar
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 - 2026 EPI Webinar
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 - 2026 EPI Webinar
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 - 2026 EPI Webinar
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 - 2026 EPI Webinar
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 - 2026 EPI Webinar
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 - 2026 EPI Webinar
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 - 2026 EPI Webinar
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.
