CEPAs Leveraging VAM to Add $400k Per Year to Their Top Lines
Through 2024 we’ve assessed the CEPA market and seen CEPAs face a critical challenge: how to grow their practice sustainably while maximizing the value they deliver to existing clients. In this webinar, we’ll dive into insights we have gathered to give you resources to drive more value per client.
.png)
The Timing is Never Right - How to Reframe Your Client’s Thinking
Discover how to address common client pushbacks related to timing, business challenges, and value expectations when discussing the sale of their business. Participants will explore effective strategies for guiding clients through the exit process while growing confidence and understanding of how various factors intersect. Key learning objectives include prioritizing discussions, changing client mindsets, and ensuring clients aren't overwhelmed with information.
.png)
2025 EPI Webinar Strategic Partner - January 14
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.
2025 EPI Webinar Strategic Partner - January 23
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.
2025 EPI Webinar Strategic Partner- January 28
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.
.png)
How To Double Your Client's Valuation
This session will explore how custom software can transform your client’s business by increasing its value and creating opportunities for future growth. Participants will gain insights into the industries most affected by software, the associated costs, and its role in building unique intellectual property (IP) for sellers. Additionally, advisors will learn how leveraging custom software can enhance their commissions while effectively introducing these solutions to their clients.
2025 EPI Webinar Strategic Partner - February 6
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.
.png)
16 Acquisitions and Counting: Case Study Analysis
Discover how acquisitions can enhance your exit strategy with insights from Ross Tomkins. Learn dealmaking strategies, relationship-building tips, and growth tactics to align acquisitions with your exit goals in this impactful session.
2025 State of the Institute Address
Join EPI President Scott Snider for the 2025 State of the Institute Address, featuring insights from the 2024 National State of Owner Readiness Report. Explore key trends in exit planning, advancements in the field, and EPI’s vision for the future. Don’t miss this session designed to keep CEPAs ahead in the market!
2025 EPI Webinar Strategic Partner - February 20
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.
How to Maximize Returns on Your Client’s Supply Chain, both Now and Upon Exit
Learn from Forsyth Advisors, experts in strategic supply chain optimization, as they share how to uncover hidden value and enhance high-quality earnings. By leveraging client data and addressing key areas like purchasing costs, freight optimization, and procurement strategies, they help maximize returns. Gain insights and tools to prepare clients for a successful exit while aligning their supply chains with what buyers want to see.
2025 EPI Webinar with Amy Wirtz
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.
2025 EPI Webinar Strategic Partner - March 13
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.
.png)
The Importance of Cybersecurity Due Diligence
This webinar presented by Mark Pardee, will emphasize the importance of cybersecurity due diligence for both regulated and unregulated companies, exploring key differences in cybersecurity regulations and frameworks. Attendees will also gain insights into the concept of an “assumed breach,” its importance, and the practical workings of cybersecurity due diligence.
2025 EPI Webinar Strategic Partner - March 27
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.
.png)
Selling to a Key Employee(s) or a Competitor
Take advantage of this opportunity to learn how the new SBA guidelines are revolutionizing business ownership transitions, enabling key employees and competitors to acquire businesses with zero down payment. Discover the updated process, key benefits for buyers and sellers, and strategies to leverage these changes for success. This session is your chance to stay ahead in understanding these game-changing updates.
.png)
Life After Exiting Your Business: Take Clients Deeper to Design their Next Chapter of Meaning, Purpose, and Joy
Statistics show that an astounding 75% of business owners report feeling profound regret after selling their business, and it’s not because of the financial deal. (source: PWC 2023) Are you and your clients ready for life after a successful business exit? Clients face the same questions that you will eventually face: What will I do when I stop working and get back 40 hours a week (or more)? How will I stay relevant? What will my identity be without my title and business? The time to plan for the next phase in life is right now. You have an opportunity to give clients more personal preparation, so they stay out of that category and refer others to you for exit help. Planning now for the significant life transition that is coming, helps clients avoid feelings of regret and unhappiness, and averts the sense of depression felt by a reported 1/3 of retirees in the first two years of their retirement. (source: Harvard Medical School) Using a proven process, we take clients from uncertainty and avoidance of retirement to excitement and readiness, with their own personalized plan for a life of meaning, fulfillment, joy, and connection. Learn how to help your clients plan now for the change that is going to come and move into the next chapter with ease and success.
