BUCKS COUNTY ESTATE PLANNING COUNCIL

Exiting a business is not an event—it’s a process that requires foresight, strategy, and the right team of advisors. This dynamic panel brings together CERTIFIED Exit Planning Advisors (CEPA®) to explore how business owners can prepare for successful transitions, maximize enterprise value, and align their personal and financial goals. Whether the exit is in two years or ten, this discussion will offer valuable perspectives on planning early, avoiding common pitfalls, and leveraging a collaborative advisory team.

Learning Objectives:

1. Understand the Exit Planning Ecosystem:
   Gain insight into the CEPA® framework and how exit planning integrates personal, financial, and business goals into one cohesive strategy.
2. Identify Key Drivers of Business Value:
   Learn what makes a company attractive to buyers and how owners can proactively increase transferable value before they go to market.
3. Build a Collaborative Exit Team:
   Discover how financial advisors, CPAs, attorneys, and business consultants can work together to guide clients through a well-orchestrated transition.