WORKSHOPS
Step beyond the main Exit Planning Summit sessions and dive deep into specialized learning experiences designed to elevate your exit planning expertise. Each workshop and symposium is crafted to provide practical tools, actionable strategies, and meaningful connections with industry leaders.
*Please note that each workshop is happening at the same time, so it is highly recommended that you register for the one that best suits your interests. Seating for all workshops is limited.*
ADVANCED TAX PLANNING WORKSHOP
In this workshop, discover advanced tax planning techniques that can significantly increase the amount that lands in the owner’s bank account. Through practical insights and detailed examples, learn how early planning and smart mitigation strategies can transform your approach to exit readiness, ensuring that The Math works in your favor.
CEPA IMMERSION EVENT
In this session, you’ll gain practical strategies to position yourself as the trusted advisor business owners rely on, while building a differentiated and scalable advisory practice. You’ll learn how to use repeatable Business Owner Systems, proven Value Acceleration engagement strategies, and Enterprise Value conversations to strengthen client relationships and uncover new opportunities. You’ll also learn how to strategically assess a business to identify areas for value creation and translate those insights into meaningful advisory opportunities.
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THE THIRD PARTY SALE PLAYBOOK: HOW CEPAS GUIDE THE OWNER, BUILD THE DEAL TEAM, AND POSITION FOR THE WEALTH THAT FOLLOWS WORKSHOP
Selling a privately held business can be the largest financial event of an owner’s life, yet many advisors are unsure when to engage or how to remain a trusted partner throughout the process. This interactive workshop provides a practical, step-by-step framework for preparing owners for a third-party sale, navigating the transaction, and maximizing outcomes while strengthening advisor relationships and growing assets under management. Attendees will gain practical tools, conversation scripts, readiness assessments, referral strategies, and real-world case studies they can immediately apply with business owner clients.