Exit Planning Institute

WEBINARS

Online Education Options

Note: Webinar recordings are made available post-broadcast to those in our CEPA Credentialed Plus membership tier. CEPAs utilize these for continued professional development and reference, while also sharing these recorded webinars with their business owner clients and prospects which allows the CEPA® to become a further resource to the business owner by providing thought-provoking content and education. CEPAs can access these recordings by logging in to the Member Center. To learn more about CEPA member benefits, click here.

 

Continuing Education: Current CEPAs who attend an EPI webinar will have 1 EPI CE hour automatically added to their account for each webinar attended. Please allow up to five business days for the credit to be added. Joining by phone for our webinars/think tanks cannot be automatically tracked and members should self submit to obtain CE.

Growing Enterprise Value through Aligned Executive Compensation Planning
Exit Planning Institute Image
Webinar

Growing Enterprise Value through Aligned Executive Compensation Planning

Join Chris Rhyme, Partner of Business Transition Group, as we dive into proprietary methodology for financially incentivizing your key people to help you grow enterprise value with all the benefits of ownership without the burdens.

7/23/24 | EPI CE Hours: 1
Advancing Exit Planning Engagements Using the Capitaliz Value Gap Assessment
Exit Planning Institute Image
Webinar

Advancing Exit Planning Engagements Using the Capitaliz Value Gap Assessment

Join Jared Johnson for an insightful presentation with Capitaliz, where advisors will discover the powerful functions of their latest platform feature, the Value Gap Assessment.

7/30/24 | EPI CE Hours: 1
Turning the Exit Plan into Action so your Client Becomes Sale-Ready
Exit Planning Institute Image
Webinar

Turning the Exit Plan into Action so your Client Becomes Sale-Ready

Join Lorraine McGregor as we dive into the 2 hurdles business owners need to clear after developing their exit plan!

8/6/24 | EPI CE Hours: 1
Navigating the Prepare Gate with Your Client: Leveraging Outsourced Solutions to Drive Value in Your Business
Exit Planning Institute Image
Webinar

Navigating the Prepare Gate with Your Client: Leveraging Outsourced Solutions to Drive Value in Your Business

Join Judy Brown, CFP, CPA and Pam Cheldon, CPA of SC&H Consulting and Finance as we dive into how business owners and advisors work to strengthen the business's values and mitigate risks during the Prepare Gate.

8/13/24 | EPI CE Hours: 1
Leveraging Business History and Industry Data to Elevate Exit Planning Guidance for Wealth Managers
Exit Planning Institute Image
Webinar

Leveraging Business History and Industry Data to Elevate Exit Planning Guidance for Wealth Managers

Join Vincent Mastrovito of Prometis Partners as we dive into the vital role wealth managers play in guiding clients towards a successful transition.

8/20/24 | EPI CE Hours: 1
Leveraging Peer Groups for Advisor Growth
Exit Planning Institute Image
Webinar

Leveraging Peer Groups for Advisor Growth

Join Tina Stolz to learn how business peer groups or what is sometimes referred to as mastermind groups are an essential strategic tool for growing business owner relationships and clients.

8/27/24 | EPI CE Hours: 1
Philanthropy’s Effective Role in Exit Planning
Exit Planning Institute Image
Webinar

Philanthropy’s Effective Role in Exit Planning

Join Mark Sitzman of Foundation Source as we dive into how using philanthropy strategically in exit planning can help business owners maximize their financial gain, preserve their legacy, and even determine their next path in life.

9/10/24 | EPI CE Hours: 1
Discovering IP Blindspots That Diminish Business Valuation
Exit Planning Institute Image
Webinar

Discovering IP Blindspots That Diminish Business Valuation

Join Rich Goldstein as we dive into how intellectual property can create tremendous leverage for a business owner when preparing to exit!

10/1/24 | EPI CE Hours: 1
Sale Leasebacks and Real Estate in M&A Transactions
Exit Planning Institute Image
Webinar

Sale Leasebacks and Real Estate in M&A Transactions

Join Greg Paparis and Anthony Cohen from Northmarq as we discuss sale leaseback transactions - what they are, why businesses use them, and what the advantages are.

10/8/24 | EPI CE Hours: 1
How to Build Your Exit Planning Dream Team
Exit Planning Institute Image
Webinar

How to Build Your Exit Planning Dream Team

Join Julie Keyes, Founder and President of KeyeStrategies as we discuss building a collaborative team where everyone wins can be more difficult than you think, especially if you are new to exit planning.

10/29/24 | EPI CE Hours: 1

Previous EPI Webinars

A CEPA Credentialed Plus Member Benefit

Note: Webinar recordings are made available post-broadcast to those in our CEPA Credentialed Plus membership tier. CEPAs utilize these for continued professional development and reference, while also sharing these recorded webinars with their business owner clients and prospects, which allows the CEPA® to become a further resource to the business owner by providing thought provoking content and education. CEPAs can access these recordings by logging in to the Member Center. To learn more about CEPA member benefits, click here.

2019_banner_Webinar-Cluster-Block_1200x494-300x124

CEPA Exclusive Webinar Library

Recordings available 24/7

View Webinar Archives