24 Sep, 2018 - 26 Sep, 2018

LIMITED SEATS

200 Attendees

INDUSTRY EXPERTS

20+ Sessions

Title Sponsor

Title Sponsor

The Hilton Nashville Downtown

“I NEVER MISS THE SUMMIT. IT BRINGS TOGETHER THE MOST CREATIVE AND COMMITTED PROFESSIONALS IN THE INDUSTRY.”

-Sean Hutchinson, CEPA, co-founder of SVA Value Accelerators, 2015 Exit Planner of the Year

This September in Nashville, advisors from across the globe will gather to learn the latest in exit planning while immersing themselves in a big conference atmosphere with a interactive, workshop personalized feel.  The highlights for the 2018 Exit Planning Summit will expand your view, challenge you to greater heights, and reinvent the way you approach the middle market.

The 2018 Exit Planning Summit Highlights:

Two World-Renowned Keynotes: Dr. Tom Deans, thought-provoking and boundary pushing keynote speaker, best-selling author of Every Family’s Business and founder of Willing Wisdom Index will open with a talk about the most important questions every family business should ask before the exit; and Dan Negroni, founder of LaunchBox and leading millennial generational expert, taking the Summit main stage on Tuesday to zero in on the most present and gnawing conflict in the workplace today: Managing Generational Conflict and Creating Strategies for Multi-Generational Engagement.

And the star-studded keynotes are just the beginning! This year introduces the following unmissable, out of the norm features like:

  • “Exit is Now” eBook Simulation: Follow along, analyze scenarios, work in a group, and present your findings using the new Summit ebook written by 10 experts from across the exit planning profession in case study format that will be woven into every single session!
  • EPI Power Sessions: Seven powerful TED-style talks by seven industry leaders solving real advisor pitfalls. Our speaks will deliver a short, frank, and impactful speech in 15 minutes or less on the seven topics specifically relevant to the exit planning professional: How to Build an Exit Planning Team, How to Create a Revenue-Producing Marketing Strategy, How to Ask an Owner the Right Questions, How to Scale a Business, How to Leverage Your Personal Brand, How to Motivate an Owner to Work on Exit Strategy, and How to Impact Value Drivers & Killers.
  • Summit Giveback Charity Social: In 2017, we raised over $12,000 for Austim! This year, your contributions will support Abe’s Garden Center for Alzheimer’s. Let’s do some good together!
  • Leading Speaker Lineup: It doesn’t stop with keynotes! We are pleased to bring you more than 20 well-known, prolific experts, speakers, and leaders to share their insights, including founder of Value Builder System, John Warrillow, and industry leading marketing strategist, Christine Hollinden.
  • Exited Owners Q&A Panel Discussion: Over lunch on Monday, hear it from the horse’s mouth! We’ve brought together four exited owners to share what exit felt like and what it means from the business owner’s POV.
  • 2018 Excellence in Exit Planning Awards: Celebrate those leading advisors truly changing the game and changing owner outcomes! Thank you to our title partner and sponsor, BNY Mellon Wealth Management!
  • Advanced Post-Summit Workshops: For advisors looking to take it to the next level, join Christopher Snider, EPI CEO and industry titan, and Julie Keyes, 2017 Leader of the Year, for one of their premier training courses: Mastering the Triggering Event Workshop with Christopher Snider, and Jumpstart Your Exit Planning Practice with Julie Keyes.

Whether your first time or sixth time attending the Summit, this year is sure to expand your views, engage you in complex problem solving, and deliver you one-of-a-kind professional development. Don’t miss it.

About the Summit

The EPI Exit Planning Summit is the “Super Bowl” for Exit Planning Experts, Advisors, and Middle Market Business Owners. It contains the best content taught by top experts in the marketplace. The Summit brings together 200 of the top CEPAs a part of EPI, combined with other leading advisors, thought leaders, and partners within the exit planning space.  Early bird deadlines end soon.  Register and make plans to attend the most impactful exit planning event of the year.

 

Early Bird Registration     Discounted Member Registration

New! The Interactive Case Study eBook Designed to Simulate Real-Life Exit Planning Realities

Woven throughout the entire Summit agenda will be the first-of-its-kind case study eBook, “Exit is Now,” written by a team of EPI thought leaders from across the exit planning profession, to help attendees explore and address the most complex and pressing questions when helping an owner achieve a truly successful exit.

Every presenter at the Summit will have a direct tie-in to the Exit is Now Case Study eBook and over the course of two days, attendees will be challenged to understand, explore, prepare, and present their findings and ultimately recommend the best exit option for “Chuck Barrows,” a 65-year-old owner of a niche manufacturing business in Northeast Ohio.

What should Chuck do…and when?

Power Sessions: Advisor Pitfalls addressed in 7 Powerful Talks by 7 Real-World Experts

Introducing the 2018 Exit Planning Power Sessions: Inspired by TED, the global community bringing you ‘ideas worth sharing.’  These speeches will follow the principles found in a great ‘TED talk’ by delivering the Summit attendees short, powerful speeches that challenge your world view on very specific, relevant, and compelling topics. The theme of this year’s Power Sessions: Seven Real-World Solutions to Pesky Professional Pitfalls

Our seven experts will deliver a short, frank, and impactful speech in 15 minutes or less on the seven topics specifically relevant to the exit planning professional: How to Build an Exit Planning Team, How to Create a Revenue-Producing Marketing Strategy, How to Ask an Owner the Right Questions, How to Scale a Business, How to Leverage Your Personal Brand, How to Motivate an Owner to Work on Exit Strategy, and How to Impact Value Drivers & Killers.

Two Unmissable Keynote Speakers on
Two Highly Relevant Topics

This year’s lineup will showcase two internationally-recognized and acclaimed keynote speakers: Tom Deans, best-selling author of Every Family’s Business and Willing Wisdom and creator of the Willing Wisdom Index and Dan Negroni, founder of Launchbox and best-selling author of Chasing Relevance, addressing the urgent, multi-generational disconnect in the workplace.

2018 speakers

Tom Deans

Intergenerational Wealth Expert

Steve Beatty Financial Solutions for Business Nevada

Steve Beatty

Talent Retention Expert

Sean Hutchinson

Power Session: "The Inquisitor"

Scott Snider

Emcee | EPI Vice President

Michael Beck

Succession Planning Strategist

Lorenzo Carver

Power Session: "The Valuator"

Kyle Madden

Partner at KLH Capital

Kent McKown

Power Session: "The Strategist"

Kendra Vincenty

Florida Capital Bank

K. Brooke Norman

Power Session: "The Marketer"

Justin Goodbread, CFP, CEPA, Founder of Heritage Investors and Author of Financially Simple

Justin Goodbread

Power Session: "The Brander"

Julie Keyes

Power Session: "The Collaborator"

John Warrillow

Best-Selling Author

Gordon Bell

Award-Winning Exit Planner

Gary Rzucidlo

BNY Mellon Wealth Management

Eric Czepyha

BNY Mellon Wealth Management

Dan Negroni

Leading Expert on Millennial Engagement

Dan Doran

Power Session: "The Scaler"

Chuck Owston

Florida Capital Advisors

Christopher Snider

Award-Winning Author

Christine Hollinden

Hollinden | marketers + strategists

Bobby Kingsbury

MCM Capital Partners

Alison Lingane

Co-founder of Project Equity

Nominate the next Exit Planner of the Year

This year, EPI’s Excellence in Exit Planning Awards, sponsored by BNY Mellon Wealth Management, will honor three exit planning advisors who lead our industry and community in unique, significant ways. Learn more about the awards by clicking here.  We invite you to submit nominations for leaders in the exit planning community doing things right and showcasing leadership in the profession.  Nominate someone today.

Connect with the Exit Solutions Partner Network

2018 EXCELLENCE IN EXIT PLANNING TITLE SPONSOR
American Endowment Foundation

EXPAND YOUR CIRCLE OF INFLUENCE

The Summit brings together the most elite group of exit planning advisors in the industry and connects them with premier providers and players in the larger exit planning and transaction profession.  Summit Partnership comes with premier brand exposure, high-quality networking, and thought leadership opportunities.

The question is: Do you want to be top of mind in the exit planning market?

PROGRAM SCHEDULE

01:00 PM
01:00 PM - 04:00 PM

EPI President's Circle Workshop

This is a private session for the presidents of the 25 EPI chapters across the network.
04:30 PM
04:30 PM - 06:30 PM

Pre-Conference Registration Happy Hour

Get in early, check in for the Summit, and reconnect with your colleagues and partners at the casual Summit Happy Hour!
07:00 AM
07:00 AM - 07:30 AM

Registration & Breakfast

Didn't check in on Sunday night? Not a problem! Come down early on Monday morning for registration and continental breakfast. Grab a cup of coffee and a seat before the first session of the day.
07:30 AM
07:30 AM - 08:30 AM
General Session

The Challenger Sale: How to Build your Professional Practice in the Age of Perfect Information

Sales have changed. Now that your prospects use the internet to research just about everything, they no longer need to call you to learn about what you do. In many cases, they’ve done their own research well in advance of any contact you have with them. This access to information has fundamentally changed how people buy. There also needs to be a fundamental shift in how we sell, which is the thesis presented in the best-selling book, The Challenger Sale. Based on an exhaustive study of thousands of sales reps across multiple industries and geographies, The Challenger Sale argues that classic relationship building is a losing approach, especially when it comes to selling complex, large-scale business-to-business solutions like exit planning. The authors’ study found that every sales rep in the world falls into one of five distinct profiles, and while all of these types of reps can deliver average sales performance, only one- The Challenger- delivers consistently high performance. In this session, John Warrillow, founder of The Value Builder System™, will take you through how to build your advisory practice using the proven Challenger Sale method, as specifically applied to exit planning services. So, whether you’re just getting started in this business or wanting to take your practice to a new level, you’ll walk away with practical and tactical steps to immediately apply to your marketing funnel and sales conversations. You’ll also receive valuable insights into the minds of business owners based on John’s 20 years of researching SMBs. Armed with the Challenger Sale method, you’ll be well equipped to convert leads into engaged clients.
08:30 AM
08:30 AM - 08:40 AM
General Session

Summit Kickoff

Exit is Now: Plan Accordingly | Opening remarks by our leader, Scott Snider, EPI Vice President, setting the tone for the Exit Planning Summit and examining the use and purpose of the first-of-its-kind interwoven case study experience.
08:40 AM
08:40 AM - 09:40 AM
Opening Keynote Session

[FEATURED] Every Family's Business

Every day more than 10,000 adults turn 65. Many are business owners who continue to struggle against the overwhelming cultural bias to keep a business in family hands by gifting stock at the estate level. Every day approximately 7500 Adults die in this country thrusting businesses into the hands of family who are either ill-prepared, ill-equipped and dis-interested in operating the family business. With 9 out of every 10 businesses being family owned and controlled, a staggering number of businesses will never come to market. Tom Deans Ph.D. builds the case for the exit planning process to begin with a discussion of a business owner’s legal will. That 125 million American adults don’t have one, including 52% of all business owners, is not a problem, but rather an epic opportunity for advisors. For those business owners who do have a legal will, most are badly outdated and never shared with the intended beneficiaries. Deans will show how an advisor can turn a conversation about estate planning into a larger conversation about protecting family wealth by selling a family business, and dividing cash — something vastly easier than dividing an operating business.
09:40 AM
09:40 AM - 10:00 AM
Exit Solutions Marketplace

Exhibits & Refreshments

Meet the experts, partners, and solutions that top exit advisors need to take their firm to the next level.
10:00 AM
10:00 AM - 10:50 AM
Breakout Session [1]

Partial Liquidity Events, Management Buyouts, and Generational Transfers

In this session, you’ll learn how private equity firms partner with owners, family members, and incumbent management teams to achieve their ultimate exit strategy through a recapitalization, management-led buyout, or generational transfer. We’ll use real case studies to identify the types of situations where a private equity firm would be applicable and the benefits of each exit strategy.
10:00 AM
10:00 AM - 10:50 AM
Breakout Session [2]

Ensuring Tomorrow: Transforming Managers into Successful Owners

No exit is successful unless the owner gets paid the full value of a business. Transforming a successor from a manager into a leader and owner is critical if the business is to thrive. In this program we'll discuss the behaviors and competencies needed to be an effective leader and a successful business owner. We'll cover why each competency matters and how to develop them in a successor. In addition, we'll discuss strategies for reducing the successor's dependence on the owner along with strategies to implement in order to ensure the successor's development. Attendees will come away with the insights and guidance they'll need to help clients succeed in their exit.
10:00 AM
10:00 AM - 10:50 AM
Breakout Session [3]

Myth-busting: How employee ownership can be a real option for business succession

Learn about employee ownership as an exit strategy, and how it can be a viable option, especially when there's not a family member ready to take the reins. Because this is less familiar option, it's typically not 'on the menu' for retiring business owners and exit planners. We can help you understand how it works, overcome the myths, and break it down to make it easy to understand – both for you and your clients. Myth #1: My employees don't want to buy the business Myth #2: My employees couldn't get the money to buy the business Myth #3: My employees can't run the business
10:50 AM
10:50 AM - 11:10 AM
Exit Solutions Marketplace

Exhibits & Refreshments

Meet the experts, partners, and solutions that top exit advisors need to take their firm to the next level.
11:10 AM
11:10 AM - 12:00 PM
Breakout Session [4]

Business Acquisition and Shareholder Buyout Financing Utilizing SBA 7a Loans

11:10 AM
11:10 AM - 12:00 PM
Breakout Session [5]

Compensating & Retaining Key Employees

Steve Beatty Financial Solutions for Business Nevada
11:10 AM
11:10 AM - 12:00 PM
Breakout Session [6]

Post-Merger Integration

12:00 PM
12:00 PM - 01:30 PM
Hosted Luncheon | General Session

The Exited Owner Q&A Panel Discussion

Exited owners have a valuable story to tell that business owners and advisors alike can learn from. Join this hosted luncheon and listen in to an experienced group of successful leaders who know what is means to experience "exit." Moderated by Gary Rzucidlo, CEPA, BNY Mellon Wealth Management
01:30 PM
01:30 PM - 02:30 PM
General Session

"Exit is Now" Cliff Note Takeaways

There are too many good sessions at the conference and they are all relevant to the case study experience. Join EPI CEO/President Chris Snider as he takes the main stage to recap the big takeaways from each concurrent session.
02:30 PM
02:30 PM - 02:50 PM
Exit Solutions Marketplace

Exhibits & Refreshments

Meet the experts, partners, and solutions that top exit advisors need to take their firm to the next level.
02:50 PM
02:50 PM - 04:50 PM
General "Power" Session

[FEATURED] Power Sessions: Advisor Pitfalls addressed in 7 Powerful Talks by 7 Real-World Experts

Justin Goodbread, CFP, CEPA, Founder of Heritage Investors and Author of Financially Simple
Our seven experts will deliver a short, frank, and impactful speech in 15 minutes or less on the seven topics specifically relevant to the exit planning professional: How to Build an Exit Planning Team, How to Create a Revenue-Producing Marketing Strategy, How to Ask an Owner the Right Questions, How to Scale a Business, How to Leverage Your Personal Brand, How to Motivate an Owner to Work on Exit Strategy, and How to Impact Value Drivers & Killers.
04:50 PM
04:50 PM - 05:00 PM
General Session

Day One Takeaways

Connect with the cross-session takeaways that pertain to the case study experience.
05:00 PM
05:00 PM - 06:00 PM
General Session

The Concentration-Diversification Matrix: An Alternative Framework for Charting the Business Owner’s Journey

For private business owners, success is often the result of concentration – concentration of time and effort, talent, customers, decision making, ownership and, ultimately, wealth.
06:00 PM
06:00 PM - 07:30 PM

[CHARITY RECEPTION] The Annual Summit Giveback

Mix, mingle, unwind, bid, and do some good! We are pleased to support the needs of Abe's Garden, an Alzheimer's care center in Nashville that is changing the way Americans handle a growing tragedy. This event is sponsored the leaders of the EPI Nashville Chapter: BNY Mellon Wealth Management, 2nd Generation Capital, LLC, and Carr Riggs & Ingram, LLC
07:00 AM
07:00 AM - 07:30 AM

Registration & Breakfast

Come down early on Monday morning for registration and continental breakfast. Grab a cup of coffee and a seat before the first session of the day.
07:00 AM
07:00 AM - 08:00 AM
General Session

What to Expect When You’re Expecting – Private Equity, The First 100 Days

While the effective business transformation to drive shareholder value post acquisition is ongoing and relentless, many of the most easily measurable actions often take place within the first 100 days. Activities performed in the first three months constitute the set-up of a value creation road map pertaining to costs, assets, and sales, but ultimately it begins with strategic vision, people and data. Over this period, management and the board develop a five- to seven-year plan, agreeing on new markets, channels, or products; assessing the people and capital needed to execute these initiatives; and developing an explicit set of new metrics and corresponding management incentives. Private Equity firms use this foundation and groundwork throughout its investment to develop, monitor and ultimately realize shareholder value.
08:00 AM
08:00 AM - 08:10 AM
General Session

Day Two Kickoff

08:10 AM
08:10 AM - 09:10 AM
General Session

Managing the Rumor Mill

There are many things to consider when buying or selling a company. More often than not, the focus is on the financial side of the deal, but what about the uncertainty that can arise as a result of the dreaded rumor mill? In an industry where rumors can run rampant, focusing on the brand, people, and cultures involved in a transaction is paramount. The key is learning to look beyond the terms of the deal. People are involved on both sides of every deal and communication is the holy grail. Your communication strategy, or lack thereof, can negatively impact a deal pre-, during, and post-transaction. This session will offer lessons on how companies need to think beyond the terms of the deal and focus on the soft side of every transaction to manage rumors and enable success.
09:10 AM
09:10 AM - 09:30 AM
Exit Solutions Marketplace

Exhibits & Refreshments

Meet the experts, partners, and solutions that top exit advisors need to take their firm to the next level.
09:30 AM
09:30 AM - 11:00 AM

[PART ONE] Exit is Now: Case Study Group Working Session

11:15 AM
11:15 AM - 12:30 PM
Keynote Session

[FEATURED] Win the Millennial Race and Address Cross-Generational Conflict

What is your company doing to stay relevant, connect and drive engagement with the next generation? Don’t be left behind. Your company must understand the dramatic shift taking place in the workplace and the marketplace. Today, there are 2.4 billion millennials, they represent 36% of the workforce, control $660 billion in spending and will be 75% of your employees and customers by 2025. With valuable insights, extensive experience, and a great sense of humor, Dan delivers aha moments as he shares: - The key trends that define the millennial generation - 6 steps to bridge the generational gap between youth and experience - How to deliver value to connect with your customers and employees - How to stay relevant in today’s crazy, fast-changing world
12:30 PM
12:30 PM - 01:30 PM

Excellence in Exit Planning Awards Luncheon

The Excellence in Exit Planning Awards, sponsored by the leaders at BNY Mellon Wealth Management, is the annual event hosted by the Exit Planning Institute, which honors the Peter Christman Exit Planner of the Year. The Exit Planner of the Year is a professional advisor who demonstrates their
 thought leadership within the profession, who helps clients happily transition by
 successfully aligning their business, personal, and financial goals, and who demonstrates they have led and worked collaboratively with their fellow advisors. The awards ceremony
 also recognizes two additional advisors with Leader of the Year and Member of the Year. NOMINATIONS OPEN NOW.
01:30 PM
01:30 PM - 02:30 PM
General Session

[PART TWO] Exit is Now: Case Study Group Presentations

Present your findings to an expert panel of specialists and exited owners and be prepared to field questions and pose your own.
02:30 PM
02:30 PM - 02:45 PM
General Session

Summit Closing Remarks & Year End Outlook

02:45 PM
02:45 PM - 03:30 PM
Exit Solutions Marketplace

Exit Solutions Marketplace Product Demos

Looking for a new tool, specialist, or educational resource to meet your firm's growing exit planning needs? This is your session to get with sponsors and learn how they can help you drive results.
09:00 AM
09:00 AM - 03:00 PM

Jumpstart Your Exit Planning Practice

One of the biggest challenges you’ll encounter as a new CEPA is figuring out how to integrate your new certification as an exit planner with your current professional practice. How do you align the services you have delivered in the past with those you want to add now that you’re a CEPA? Whether you plan to coordinate and lead the Exit Planning Process for your clients or plan to expand your current professional practice in this area, this course will give you the ideas, guidance and action steps you need to get it off the ground right away, by shortening the ‘how-to’ learning curve. You’ll learn why working with a team of professional advisors is important, how to assemble and integrate them into your practice. You’ll also learn Julie’s proven process for marketing, developing and executing your exit planning practice.
08:00 AM
08:00 AM - 04:00 PM

Mastering the Triggering Event Advanced Workshop

During this consulting workshop the professional advisor in an interactive setting will go through three modules which help to understand the process to conduct the enterprise value assessment while creating effective actions plans from it, will learn effective ways to engage the business owner and manage the value acceleration engagement, get a full review of the tools and deliverables used with owners to help them create action and move through the process and understand how effectively manage teams of professional advisors from multiple disciplines. Taught by the leading thought leader in the exit planning community, Christopher Snider, EPI CEO & President, creator of the Value Acceleration Methodology, and award-winning author and subject matter expert.

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