OwnerRoundtable Education: CEPAs Teaching Owners about Managing Value Coast-to-Coast

Creating Lasting Change: The Advantages of Peer Learning

This week, EPI hosted another executive strategy discovery training for the newest CEPAs a part of the Owner Engagement Membership, an elite group of advisors who conduct education and lead owner peer learning groups in regions across the country. During this two-day session, CEO Christopher Snider and nationally-recognized collaborator Amy Wirtz shared expertise and experiences while the group creatively brainstormed and outlined plans to help grow transferrable value and accelerate exit readiness in the lower middle market.

OwnerRoundtable training is much more than learning how to leverage new content and create an event cadence for distributing new information to owners. In fact, one of the major topics emphasized throughout training is the ability to create a safe, comfortable environment for peer learning. The newest OEM advisors learned the mechanics and strategies on how to facilitate and create an action-creating zone for CEOs and reviewed proven interpersonal strategies, including attention-grabbing public speaking tactics and trust-provoking conversation skills.

The Owner Engagement Network Expands Coast-to-Coast

With the successful completion of the most recent EPI Owner Engagement Discovery training, we are proud to announce that exit planning-centric owner education is accessible coast-to-coast. Are you a CEO looking for an OwnerRoundtable session in your area? Are you an advisor looking to collaborate and contribute to a local owner peer group? Connect with an Owner Engagement Licensee in your area now!


Mike Rodman, Best Practices of America


Jon LeDoyen, UBS Financial Services, Inc.


Vincent Mastrovito, Prometis Partners Inc.

Randy Rua, Rua Associates


Daniel Shaughnessy, BNY Mellon Wealth Management


Michael Trabert, Skoda Minotti

Amy Wirtz, Family and Business Success, LLC


Ray Croff, Mobius Financial Advisors


Tom Fish, Go Beyond LLC


Eric Golueke, Honkamp Krueger & Co., P.C.

Jayne McQuillan, Journey Consulting, LLC

Martha Sullivan, Honkamp Krueger & Co., P.C.

About the Owner Engagement Program:

The single biggest challenge facing exit planning advisors today is competition.  But not your typical competition, not the “advisor next door.”  You are up against the greater opponent: DOING NOTHING. The OwnerRoundtable Series, a part of the EPI Owner Engagement Program Membership, is a robust learning asset kit that advisors can leverage in their practice to attract the right clients, quicken the lead-nurture process, and land long-term exit planning engagements.

Are you a CEPA who using events and education to create meaningful client relationships and win new business? Explore how the OwnerRoundtable series and the EPI Owner Engagement Membership fit into a successful integrated business development strategy.

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More than a credentialing company.

“This Methodology is Going to Supercharge My Practice!” -Justin Goodbread, CEPA, CFP®

Official ‘Exit Planning’ Definition: Exit planning combines the plan, concept, effort, and process into a clear, simple strategy to build a business that is transferable through strong human, structural, customer, and social capital. The future of the business owner, his/her family, and the business itself are addressed by exit planning through creating value today.

Exit planning is not just a plan (or a keyed-in report to print out for an owner). It is a strategy rooted in execution that grows value while expanding options so that an owner can transition the business on his/her terms when they are ready. It aligns the business, personal, and financial needs of the owner. Good exit planning utilizes the Value Acceleration Methodology™ to move clients through discovery, prepare, and decide gates. Certified Exit Planning Advisors (CEPA) educate the owner on all of the exit options and enters an engagement with an exit-option-agnostic perspective as to truly serve the business owner’s diverse needs. CEPAs collaborate with a seasoned, multi-disciplinary team of professionals to support the success of the business owner and use each other’s specialties and expertise to the benefit of the project. [view the award-winning methodology]

“Why did I earn CEPA when I already had an exit planning designation? Simple, the network. The quality of the EPI advisor network is unmatched.” -Paul Meyer, CEPA, CBEC

Do you consider your COIs or your referral network as the #1 source for new business? Look no further for your next membership affiliation. Formed in 2005 to serve educational and resource needs of financial planners and wealth managers, CPA/accountants, attorneys, commercial lenders, M&A advisors and business brokers, management consultants and other business advisors, the Exit Planning Institute is considered the standard trendsetter in the field of exit planning across the globe. It is the only organization that offers the Certified Exit Planning Advisor Program (CEPA) and qualifies for continuing education credits with twelve major professional associations, making it the most widely accepted and endorsed professional exit planning program in the world. [find a CEPA in your area]

“As a CPA, nothing is more important than exit planning.” -Bill Kenedy, CPA/ABV, CFF, CEPA

Our founders paved the way for the organization we are today. In the past three years alone, EPI has grown by more than ten times. We support and enable thousands of professional advisors who are leading the way in their local marketplaces across the globe. We invite you to join the community and experience the EPI difference.

We are powered by a dedicated staff, industry experts, and market leaders, that are passionate about providing top professional advisors the best industry content, ongoing practice support, and owner education resources. From humble beginnings, EPI has grown to become the exit planning market leader while staying focused and true to our mission. We are an education company that certifies and supports more than 900 CEPAs (and counting) as well as thousands of advisors worldwide through national, regional, chapter, and virtual education. Explore our history and make plans to play a part in our future. [explore the EPI history timeline snapshot]

“You want to have the best credential in the industry. So my advice is that you have to go with Exit Planning Institute.” -Vincent Mastrovito, CEPA, CBEC

Do you want help in an increasingly commoditized or oversaturated marketplace? Do you want just another designation for your business card or do you want the credentialing education that helps you adapt and thrive in a rapidly changing industry? You’ve come to the right place.

The Exit Planning Institute creates an exit planning “ecosystem,” and due to the diverse nature of exit planning, EPI has fostered a hyper-engaged exit planning community. This community includes CEPAs, other collaborative advisors, strategic alliance partners, academicians, the media, and business owners from across the globe made up of 15 countries, 44 U.S. States and representing over a dozen different professional disciplines. To serve this elite and cross-functional community on one major platform, EPI produces the best content as it relates to exit planning, succession planning, and value acceleration, provides ongoing advisor support and practice development, and creates connectivity to transitioning business owners. [connect with us today]

Explore the unmatched professional development experience and gain your next competitive edge in 2019.

The Certified Exit Planning Advisor (CEPA) Program is the most widely endorsed and accepted exit planning designation in the marketplace today. Experience the EPI difference and determine if earning the CEPA designation is the next strategic move for you to reinvent yourself in a changing marketplace. Visit www.EarnCEPA.com today.