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.

Sale Leasebacks and Real Estate in M&A Transactions
Exit Planning Institute Image
Webinar

Sale Leasebacks and Real Estate in M&A Transactions

In this session, we will discuss sale leaseback transactions – what they are, why businesses use them, and what the advantages are.

March 28, 2023
The Changing Landscape of Small Business: The Seller Tsunami
Exit Planning Institute Image
Webinar

The Changing Landscape of Small Business: The Seller Tsunami

More than 50% of small and medium-sized businesses are owned by the baby boomer generation.

April 11, 2023
How To Design an Effective Annual Incentive Plan That Supports Long-Term Value Creation
Exit Planning Institute Image
Webinar

How To Design an Effective Annual Incentive Plan That Supports Long-Term Value Creation

Entrepreneurial leaders are often frustrated that their annual incentive plans have become entitlements that don’t change employee behavior and don’t drive incremental long-term value to the business.

April 25, 2023
If You Don’t Have the Right Talent, You Are Screwed!
Exit Planning Institute Image
Webinar

If You Don’t Have the Right Talent, You Are Screwed!

Talent. Why is it so important and crucial? When talent is known, understood, and used properly, it enhances the Human Condition.

May 9, 2023
Cybercrime – The #1 Financial Risk to Small Businesses in the U.S.
Exit Planning Institute Image
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
Capitaliz On the Value Potential of Your Clients’ Businesses
Exit Planning Institute Image
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
Exit Planning Institute Image
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 CEPAs Use Technology to Prepare Business Owners for a Successful Exit
Exit Planning Institute Image
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

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