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.

A Proven System to Accelerate Revenues & Harness the Power of Your CEPA Credential
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Webinar

A Proven System to Accelerate Revenues & Harness the Power of Your CEPA Credential

Join Susan Danzig, as we discover the proven system top-performing professionals use to differentiate themselves and grow their businesses.

October 3, 2023
Case Studies of Successful Exits of Privately Owned Companies
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Webinar

Case Studies of Successful Exits of Privately Owned Companies

Join Anna Halloran Jacob as we discuss proactive steps to take in preserving and increasing the value of a company. We will also cover how getting the right advisory team in a timely manner is critical for a successful exit, as well as, breaking down the steps of a real M&A timeline for an auction.

October 10, 2023
Helping Founders Find Fulfillment Throughout the Exit Process
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Webinar

Helping Founders Find Fulfillment Throughout the Exit Process

Join Brandon Hatton as he explores the journey of both founders and their families before and after a sale, guiding attendees to empower their clients and their loved ones in finding a renewed sense of identity, purpose and fulfillment in the next chapter of their lives.

October 17, 2023
Closing the Profit Gap with Data Analytics
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Webinar

Closing the Profit Gap with Data Analytics

Join Peter Mares and Kristin Lindquist, as they help you learn how advanced and "big data" analytics can be easily applied to close the Profit Gap by finding hidden sales and profit improvement opportunities within a company's existing customer base.

October 24, 2023
Financial Statistics from State of Owner Readiness
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Webinar

Financial Statistics from State of Owner Readiness

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
What Goes Into an Offer?
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Webinar

What Goes Into an Offer?

Join Liz MacRae, CEPA and President of Village Wellth as we explore the critical aspects of a Letter of Intent (LOI), its purpose, significance, components, and best practices.

November 7, 2023
Raving Reviews: How Testimonials Turn Prospects Into Clients
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Webinar

Raving Reviews: How Testimonials Turn Prospects Into Clients

Join Diana Cabrices and Brian Thorp from Wealthtender, to learn how you can take advantage of this once-in-a-generation opportunity to get a head start on a powerful way to grow your business.

December 12, 2023
Quarterly M&A Market Pulse: 2023 Quarter 4
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Webinar

Quarterly M&A Market Pulse: 2023 Quarter 4

Join Scott Mashuda, Founding Partner at REAG, for an exclusive presentation on the upcoming trends for Quarter 4 2023 in lower-middle market M&A.

December 21, 2023
2024 State of the Institute Address
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Webinar

2024 State of the Institute Address

Join Scott Snider, President of Exit Planning Institute, as we deep dive into the results of the 2023 National State of Owner Readiness Report and how the evolution of exit planning aligns with our goals of educating business owners and creating significant companies.

February 29, 2024

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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