Schedule

11:00 AM
11:00 AM - 05:00 PM
The Ritz-Carlton, Naples Golf Resort

EPI Inaugural Golf Outing

We are pleased to invite you to the first-ever EPI golf outing! Partner up with your peers from across the global community to play a round. Discounted group rate available through EPI: $125 per ticket. Limited to the first 20 people.
05:00 PM
05:00 PM - 07:00 PM
The Ritz-Carlton, Naples

Pre-Summit Meet-and-Greet

The registration desk opens on Sunday evening and attendees are welcome to join together for a pre-summit happy hour! Connect with colleagues, meet new faces, and get ready for a great couple of days!
07:00 AM
07:00 AM - 07:30 AM
Grand Foyer

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 - 08:15 AM
General Session

Putting Life’s Work to Work – Transitioning a Business and the Family Values

For many business owners, an exit is truly successful only if they are able to share their values, as well as their financial wealth, with the next generation. However, while it can be easy to find counsel on the tax and legal aspects of pre-transactional planning and advice on preparing for the next stage, business owners get little guidance on passing on the values that were important to their own success. Joan Crain, a senior director and global family wealth strategist for BNY Mellon Wealth Management, will share insights into the importance to entrepreneurs of transferring their values beyond money, including planning techniques for creating a legacy.
08:15 AM
08:15 AM - 08:45 AM
General Session

Summit Kickoff

Opening remarks by our leader, Scott Snider, EPI Vice President, and Peter Christman, EPI Cofounder, as they set the tone for the International Summit and 10TH Anniversary of CEPA. Triggering Owner Action: Real Stories. REAL Results.
08:45 AM
08:45 AM - 10:00 AM
Opening Keynote Session

[FEATURED] From 8 Million to 235 Million: An Inside Look at "The Perfect Exit"

Imagine yourself as a 24-year-old that has inherited the responsibility of running the family business, a multi-million-dollar manufacturing and distribution firm in Northeast Ohio. Your family, your employees, and your community are counting on you to keep the ship afloat. So what do you do? Andy’s answer: grow your company value and sell at a premium. Andy Rayburn and Chris Snider take the stage this September as the opening keynote for the International Summit, giving advisors and owners from across the globe an inside look at “1-2-3…Flex!” and breakdown how to make the perfect exit become a reality. Don’t miss this massive industry opportunity; it won’t happen again.
10:00 AM
10:00 AM - 10:20 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.
10:20 AM
10:20 AM - 11:20 AM
Breakout Session [1]

The Price of Owner Dependence: Real Stories of Building a Business that Can Run (and Run Well) Without the Owner

10:20 AM
10:20 AM - 11:20 AM
Breakout Session [2]

Value Enhancement Strategies

If you could spend several decades serving underperforming mid-market companies in the collective capacities of CEO, CFO, turnaround/ restructuring consultant, M&A advisor, and value growth consultant, what lessons would you learn? In this session, you’ll hear ten quick-hit priceless lessons from 30+ years in the field … lessons learned the hard way … lessons that you can learn the easy way, and can put into action immediately to improve your own practice. Whether your practice is purely exit planning, or a combination of consulting services, these lessons will help you raise your game to win more clients, retain them longer, and deliver the kind of transformative services that will have your clients praising you in public.
10:20 AM
10:20 AM - 11:20 AM
Breakout Session [3]

Continuity of Multi-Generational Families

As an advisor you’ve either heard of, or experienced, first-hand the complexities of working with multi-generational families. There are no shortage of “war” stories floating about, which often leads individuals to wonder why anyone would want to work in this space. The answer? It can be very rewarding work – when done well.  Advisory professionals serving families in business often approach these clients with very technical solutions that leave out a major component – the dynamics of the family behind the business and assets. This is often due to the vast amount of training in the field that teaches advisors to focus on the technical succession of assets.  Join Judi Cunningham to explore a new perspective on transition planning that incorporates a longer-term lens as well as a different way of working with clients that creates better outcomes for the family and the enterprise. In this workshop, you will examine how to adopt a mindset and a set of skills needed to move from an “either-or” to a “both-and” approach with your business family clients. This new perspective on transition planning, known as continuity creation, incorporates a framework that addresses the numerous and complex challenges associated with business, ownership and asset continuity.
11:30 AM
11:30 AM - 01:00 PM
Paid Luncheon

The Dealmaker's Roundtable Luncheon: Creating a Pre-Transaction Marketplace

In this session you will learn how investment bankers and private equity investors can support your client relationships, when you should bring them into the fold and what to expect from “pre-transaction” conversations. Our panelists will also discuss what owners can do to prepare their company for the best outcome and considerations for finding the ideal buyer based on their individual and company goals. Finally, they will review the current M&A environment and expectations for the remainder of 2017 and beyond. Brought to you by KLH Capital, MCM Capital, VERCOR, and Corporate Finance Associates
01:00 PM
01:00 PM - 01:20 PM
EPI Lounge Session

Harnessing Your Benefits to New Outcomes

Join Josh Koza, Client Experience Manager, to take a deeper look into your member benefits and assets and how to leverage the tools, content, and solutions into your current marketing and client delivery strategy.
01:00 PM
01:00 PM - 01:20 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.
01:20 PM
01:20 PM - 02:20 PM
Breakout Session [4]

Show Them the Money: More Spendable Income Through Charitable and Income Strategies

Charitable giving is something that is often thought as a takeaway from the individuals wealth.   In reality, proactive charitable planning can often increase a business owners wealth, especially when it comes to allowing them more disposable income in their retirement.  This planning along with the right income strategy, can give the comfort owners are looking for to assure them of enough comfort to prepare for business exit. Join Laura Malone and Jan Graybill to discuss how effective charitable planning as well as personal income and legacy planning can leave a family with a balance sheet that makes a much greater impact.
01:20 PM
01:20 PM - 02:20 PM
Breakout Session [5]

Using Valuations as a Business Development Platform for Exit Planning

Exit planning comes in stages no matter how you explain it.  Join 3 CEPA’s as they share how they forged together to create a dedicated brand and process around exit planning, while leveraging their individual specialties.  Beginning with a true business valuation, and then leading business owners through all phases of transition, you too can create a cohesive, holistic process to identify and convert current opportunity into more opportunity.
01:20 PM
01:20 PM - 02:20 PM
Breakout Session [6]

Utilizing SBA Loans for Internal Buyouts

02:25 PM
02:25 PM - 03:25 PM
Breakout Session [7]

Get Back to Me in Five Years. Overcoming Boomer Owners’ procrastination.

We’ve all heard the excuses for avoiding an exit plan. In this session, John F. Dini will discuss the most common excuses, and how to have an inventory of “next steps” ready to convert prospects into clients.
02:25 PM
02:25 PM - 03:25 PM
Breakout Session [8]

The Advisor of the Future - From Success to Significance

Based upon the disruptors which are converging to challenge professional service provider’s to further distinguish themselves, the Client Experience Institute is pleased to offer a fresh perspective on what the advisor of the future will need to embrace to flourish in a crowded marketplace.
02:25 PM
02:25 PM - 03:25 PM
Breakout Session [9]

The Entrepreneurial Advisor (and the Formula to Scale Your Practice)

Growth is the most important element in a successful practice.  Or is it?   We all work with business owners who struggle while standing at the precipice of a lifestyle business and a "real" company, and that same dynamic often holds for advisors as well.   Dan walks us through his own journey- from the decision to scale to present- presenting some of the lessons learned along the way.
03:25 PM
03:25 PM - 03:45 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.
03:45 PM
03:45 PM - 04:45 PM
General Session

[FEATURED] The Psychographics of the Entrepreneur

Why do business owners procrastinate exit planning in the face of overwhelming evidence of the benefits? Are they dim? Stubborn? Or just plain lazy? It turns out, none of the above. Business owners are wired differently than most of us, which means what we see as an obvious investment of time, they see as a waste. There is, however, a way to get through to business owners and get them to take action on their exit plan, but it requires you first understand their psycho-graphic DNA.
05:00 PM
05:00 PM - 07:00 PM
GRAND RECEPTION

[CHARITY RECEPTION] The Annual Summit Giveback

Mix, mingle, unwind, bid, and do some good! We are pleased to support the needs of The Center for Autism and Related Disabilities (CARD) at the University of South Florida. This event is co-hosted by the American Endowment Foundation and proceeds will be donated to CARD.
07:00 AM
07:00 AM - 07:15 AM
Grand Foyer

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.
07:15 AM
07:15 AM - 08:00 AM
General Session

Taking Chips Off the Table: Advising Clients on How to Achieve Liquidity and Maintain Control

Business owners have a number of financing options to grow their companies and achieve liquidity. However, owners may be less familiar with options beside bank financing or selling their business. Steve Szejner, a Senior Vice President with Prudential Capital Partners, will discuss the pros and cons and other considerations involved in evaluating a minority recapitalization versus a company sale.
08:00 AM
08:00 AM - 08:10 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.
08:10 AM
08:10 AM - 09:40 AM
Expert Panel

Guru Session: New Marketing Strategies for the Professional Advisor"

Marketing is an ever-changing challenge for advisors from all specialties. We have assembled a panel of experts from strategy, PR, and digital marketing disciplines to give you the knowledge and tactics you want to create market disruption, heighten brand visibility, and increase your market results.
08:10 AM
08:10 AM - 09:40 AM
Expert Panel

Guru Session: Your Exit Planning Practice Strategy Reinvented

You are building your exit planning line of business or your dedicated practice. You need help creating a strategy, framework, and delivery model that converts results and produces a P&L you can be happy about.
09:40 AM
09:40 AM - 09:50 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.
09:50 AM
09:50 AM - 11:50 AM
General Session

[FEATURED] The Live Owner Roundtable

Witness owner education and business development at its finest in the ground-breaking, first-of-its-kind, closing Summit session: the LIVE Owner Roundtable!
12:00 PM
12:00 PM - 01:30 PM
General Session

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. NOMINEES TO BE ANNOUNCED ON JUNE 30.
08:30 AM
08:30 AM - 04:30 PM
ADVANCED PROGRAM

How to Sell Exit Planning Services Workshop

08:30 AM
08:30 AM - 04:30 PM
ADVANCED PROGRAM

Value Growth Advanced Applications Workshop

08:30 AM
08:30 AM - 04:30 PM
ADVANCED PROGRAM

Moving Beyond the Trusted Advisor | Co-sponsored by the Client Experience Institute

ADVANCED TRAINING OPPORTUNITIES

Owner Engagement Sales
Strategies Workshop

 

This top-rated marketing and implementation course will create a clear path to owner engagement, through tactical envisioning exercises, “no nonsense” marketing training, and career-changing sales meeting conditioning.  You will emerge highly-efficient, motivated, and with an “exactly right solution” to growing your practice.  Taught by international expert, Sean Hutchinson, entrepreneurial growth hacker, Scott Snider, and marketing strategist, K. Brooke Norman.

 

$700 | Limited to 30 Seats

 

Register Now

Value Growth Advanced
Applications Workshop

 

Take the next step to becoming a true Value Advisor by learning how to conduct the Triggering Event and creating prioritized action plans that derisk the business and rapidly grow value.  Taught by EPI CEO/President, creator of the Value Acceleration MethodologyTM, award-winning author of Walking to Destiny: 11 Actions an Owner Must Take to Rapidly Grow Value & Unlock Wealth, and honoree of the Alliance’s 2016 Thought Leader of the Year award.

 

$1,500 | Limited to 10 Seats

 

Register Now

 

Beyond the Trusted
Advisor Workshop

 

Beyond the Trusted Advisor™ is a flagship program designed to ignite, inspire and energize. You will spend the day learning and practicing techniques that will expand your capabilities of impacting the client through different forms of value creation, relate more effectively to different behavioral styles across the stakeholder spectrum, and elevate your client engagement acumen so relationship currency can be more easily built. Learn from CEI Founders, Marc Rosen and Judy Bodenhamer.

 

$995 | Limited to 30 Seats

 

Register Now

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The Authority in Exit Planning and Value Acceleration

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