Introducing Strety, the EOS+ Platform People Love
In this session, I’ll share how Strety was built from real-world lessons of scaling to sale, and why it’s quickly become the go-to platform for growth-minded businesses
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.
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Starting the Conversation: Using Unsolicited Offers to Unlock Exit Planning with Clients
This session will provide a practical framework for using unsolicited offers as a strategic tool to open doors, build trust, and guide clients toward proactive exit planning. Advisors will learn how to ask the right questions—starting with “Have you been getting unsolicited offers?”—and how to use the conversation to position themselves as indispensable partners in shaping long-term outcomes.
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After the Exit: How Second Citizenship Supports Wealth Protection and Global Freedom
Dalton Skach will share how selling a business is just the beginning of a new chapter. With significant liquidity, entrepreneurs often seek greater freedom—personally, financially, and geographically.
Maximizing Valuation for a Potential Exit
Jack Chang will provide insights into aspects of a business that acquirers and capital providers view as value-drivers for higher valuations, which further provide roadmaps for business owners in aligning their growth strategies accordingly. Using actual case studies, we will discuss concrete examples of business owners that proactively positioned their businesses for an eventual exit event, and the key items they focused on as they positioned their businesses via value-enhancing growth.
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What Good is an Empire if You Can’t Take a Vacation?
Scott Richards will break down using a proven framework developed by Mark Abbot at Ninety.io called the 9 Core Competencies. Attendees will be guided through the systems, structure, and cultural foundation that reduce chaos, drive profitability, and increase enterprise value.
Surviving the AI Wave: PPLI Exit Planning. How to do it safely
Brad Barros of Specialty Wealth Advisory will dive deep into the $20M line in the sand: Below it, AI is replacing exit planners. Above it, you're either irreplaceable or obsolete. Understand why CEPAs are losing clients under $20M to AI software (and the leaked roadmaps show it's only getting worse), and the three critical things you need to learn today to protect your practice.
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The Million Dollar Blueprint: A Proven Method to Growing a 7-Figure Financial Advisory Practice
Adam Koos will cover key strategies such as how to set the appropriate client minimums for your practice (and how to get around "cheating" on those minimums), how to install a proven on-boarding process that produces an 85%+ conversion ratio, prospecting for new business using A.I., and optimizing systems and processes in your office to create a well-oiled machine. Participants will also explore techniques for improving delegation, enhancing their client service model, and implementing post-COVID, new-age lead generation tactics that drive sustainable growth. The session is designed to help advisors build a more efficient, scalable, and profitable practice while avoiding common pitfalls we all face in our careers.
De-Risking and Creating Value in Healthcare a Top 3 expense
Healthcare is a top 3 Expense and cost is exceeding at alarming rates. Learn how to de-risk one of employer’s biggest expenses, create early value during your engagement and have a powerful multiplier effect by creating EBITDA.
Preparing Owners Emotionally for their Big Exit
Lien De Pau will present how to guide clients through the emotional side of exiting, help them let go with confidence, and overcome procrastination. By understanding the human side of exit planning, you’ll be equipped to build trust, align expectations, and lead your clients to a truly big exit. Don’t miss this session if you want to build deeper connections with your clients and help them achieve a meaningful, value-driven exit.
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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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Landing $10-100MM Exits: Insights from over 200 Owners
Are you ready to unlock the true motivation behind every successful business exit? Micah Brandenburg will deep dive into the heart of what drives lower middle-market business owners ($10-100MM) to finally act on their future. Join us to learn how to ignite your clients' passion for their future, guiding them not just to a transaction, but to a truly legendary exit that honors their life's work and secures their dreams.
