WEBINARS AND ONLINE EDUCATION

Click to Navigate

Previous Webinars	Exit Planning Summit Partner Series	Special Edition Webinars
Become a Holistic Advisor Series	Implementing Exit Planning Series	Educating Business Owners Series

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.

Download Member Benefits

Become a Holistic Advisor Series

Open to Public | Free to Attend

To best serve your business owner clients, professional advisors must take a holistic approach to exit planning. This series will uncover the practices and strategies involved in effectively managing an owner’s personal, business, and financial needs, as well as launching your exit planning practice.

BACK TO TOP

Implementing the 120 Day Playbook

Broadcast Date: May 24, 2022 | 1:00 PM ET

The Power of Multiple Perspectives

Broadcast Date: June 14, 2022 | 1:00 PM ET

Go to top

Implementing Exit Planning Series

Open to Public | Free to Attend

Exit planning is not just a plan. It is a strategy rooted in execution that grows value while expanding options so that an owner can transition the business on their terms when they are ready. The Value Acceleration Methodology aligns an owner’s business, personal, and financial needs. This series will walk advisors through the three gates of the methodology and highlight best practices for exit planning implementation.

BACK TO TOP

My Discovery Gate Journey - From Hesitant to Excited

Broadcast Date: July 12, 2022 | 1:00 PM ET

Closing the Business Owner's Value Gaps

Broadcast Date: August 23, 2022 | 1:00 PM ET

Private Equity as a Viable Option for Lower Middle Market

Broadcast Date: September 27, 2022 | 1:00 PM ET

Go to top

Educating Business Owners Series

Open to Public | Free to Attend

Join us as EPI interviews exited business owners about their business transitions. We will dive deep into their successes, struggles, personal goals, and their life after business. These informal interviews will highlight the impact a solid exit plan can have on a business owner’s life.

Stay tuned for our full launch of the 2022 webinar schedule! Want to be the first to know about our latest webinar announcements? Subscribe to our newsletter.

BACK TO TOP

Identifying the Right Sell-side Advisor

Broadcast Date: October 25, 2022 | 1:00 PM ET

Go to top

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.

BACK TO TOP

CEPA Exclusive Webinar Library

Recordings available 24/7

Access Webinar Library

Go to top