CEPA Online - DEC 2025 (Corporate Rate) Personal Planning participants will gain valuable insights

participants will gain valuable insights into optimizing their financial positions and making informed decisions during the business sale process

communicating your value

5 Minute Introduction of Yourself and Your Company Prior to the Meeting

Alternative options if family transition does not work

Learning Labs are a must for any advisor looking for their next referral partner

CEPA Online - DEC 2025 (Corporate Rate) Personal Planning participants will gain valuable insightsEarly Bird Pricing Deadline: Sat, November 30, 2025 Start Date: Mon, December 15, 2025 End Date: Fri, December 19, 2025 Attend the first of its kind, edu series: CEPA Online! This is unlike any webinar or virtual training. Learn the concepts of exit planning and value acceleration and earn the Certified Exit Planning Advisor (CEPA) designation now.