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.

Cybercrime – The #1 Financial Risk to Small Businesses in the U.S.
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Webinar

Cybercrime – The #1 Financial Risk to Small Businesses in the U.S.

Small companies have been significant targets of cybercrimes since 2020.

June 13, 2023
How to Utilize the CEPA Credential within Raymond James
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Webinar

How to Utilize the CEPA Credential within Raymond James

Join Exit Planning Institute's Josh Koza as he sits down with Dax Seale, CEPA and Managing Director for Seale Wealth Management of Raymond James as they discuss how he incorporates his CEPA education into his work at Raymond James.

June 20, 2023
Capitaliz On the Value Potential of Your Clients’ Businesses
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Webinar

Capitaliz On the Value Potential of Your Clients’ Businesses

Work through a live case study showing how the Capitaliz 21 step model using the five stages of value will help you deliver consistent exit planning advice at scale.

June 27, 2023
ESOPs as an Exit Planning Strategy
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Webinar

ESOPs as an Exit Planning Strategy

An ESOP, or employee stock ownership plan, provides a tax-advantaged solution that can meet a company’s needs in a variety of situations.

July 11, 2023
How To Get More Done in Less Time Without Burning Out
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Webinar

How To Get More Done in Less Time Without Burning Out

What if you could boost your professional and personal performance by 20-300% with a few changes to your approach and mindset?

July 25, 2023
Business SOOR Stats
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Webinar

Business SOOR Stats

Exit Planning is about a holistic approach with an equal focus on blending business, personal, and financial goals.

August 3, 2023
Tax Advantaged Business Sales
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Webinar

Tax Advantaged Business Sales

We are entering the largest wealth transfer in history as the baby boomers get ready to retire and leave their legacy.

August 8, 2023
Personal SOOR Stats
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Webinar

Personal SOOR Stats

In past research into owner readiness for transition, EPI found that only 9% of owners had a written personal transition plan for when they exited their business.

August 31, 2023
How CEPAs Use Technology to Prepare Business Owners for a Successful Exit
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Webinar

How CEPAs Use Technology to Prepare Business Owners for a Successful Exit

Attendees will learn how to execute the Value Acceleration Methodology with efficiency while providing structure to their client engagements and prepare their clients for a successful exit.

September 5, 2023
Employee Ownership 101: For Small Business Advisors, and Exit Planners
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Webinar

Employee Ownership 101: For Small Business Advisors, and Exit Planners

Be inspired to build demand for employee ownership, while simultaneously increasing the supply of CEPAs and other exit professionals who can execute one or more pieces of the employee ownership service needs.

September 19, 2023
Financial SOOR Stats
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Webinar

Financial SOOR Stats

Most owners know their business goals and the multiples they would like their business to sell for, but they fail to think about the personal and personal financial impact of exiting their business.

November 2, 2023

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.

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