Numbers Are More Than Financials: How the Right Metrics Drive Value
During this webinar, learn how the Entrepreneurial Operating System® (EOS®) helps leadership teams determine the right numbers to fill those gaps. Then, discover how simple tools and a proven process can build a data-driven culture where everyone, from leadership to frontline team members, has an active role in creating value for the company.
3 Key Components to Solve the Valuation Gap
Discover 3 ways to strengthen the Business Leg of the "3-leg stool," driving higher valuations, greater operational independence, and a smoother exit for your clients.
Human-Centric AI for Exit Planning
This powerful "Human-Centric AI for Exit Planning" session explores the transformative potential of integrating human performance coaching with advanced AI tools. We will emphasizes the importance of placing human needs and experiences at the forefront of exit planning strategies. Register Now!
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.
When Opportunity Knocks: Dealing with Unsolicited Acquisition Offers
This session exposes the "predator vs. prey" dynamic where sophisticated buyers exploit unprepared sellers and provides actionable frameworks to flip the script. Rather than scrambling reactively when opportunity knocks, we'll equip you with systematic response protocols that maximize value and protect your clients' interests.
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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.
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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.
