Are you ready to truly activate your CEPA designation and turn exit planning theory into transformational business results? Join Scott Snider, President of the Exit Planning Institute, for an energized, high-impact panel featuring leading experts and thought leaders from Cultivate and Propel, and Good Morning Freedom with authors of Life First. Business Second.
Dan Gramann (Co-founder & Strategic Partnerships) reveals actionable strategies to prospect business owners, harness EPI community partnerships, and host engaging education events and socials.
Next, Greg Maddox (Senior Business Advisor) presents a powerful real-world case study on assembling the right advisory team and leveraging value acceleration to help owners reach their ultimate freedom point.
Finally, Cara Gray (Strategic Partner of Cultivate) dives into personal planning, breaking down why personal goals must lead business goals every step of the way.
Don't just hold the credential—power up your practice, engage owners effectively, and unlock massive enterprise value!
