2022 Exit Planning Webinars and Online Education

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.

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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.

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.

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.

WEBINARS AND ONLINE EDUCATION

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Online Education Options

Implementing Exit Planning Series

My Discovery Gate Journey - From Hesitant to Excited

Closing the Business Owner's Value Gaps

Private Equity as a Viable Option for Lower Middle Market

Educating Business Owners Series

Disruption In the B2B Payments Market

Identifying the Right Sell-side Advisor

Previous EPI Webinars

CEPA Exclusive Webinar Library