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CEPA Immersion Event
Exit Planning Institute

CEPA Immersion Event

$399.00 $0.00
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Are you a CEPA® -designated advisor seeking to deepen your impact with business owner clients? Join us for a transformative immersion training designed to elevate your advisory practice.

Led by Casey Clark, CEO of Cultivate Advisors:

With firsthand experience as a founder who successfully exited his first business, Casey brings invaluable insights into what business owners seek in their advisors.

Have you ever wondered:

  • Why do owners ghost you?
  • Why do owners fail to engage in holistic planning?
  • Why are owners firing you after the exit?

Casey pulls back the curtain on how owners think and what you need to be prepared to do and say to avoid these traps.

Under his leadership, Cultivate Advisors has guided thousands of entrepreneurs, earning a spot on the Inc. 5000 list for six consecutive years.

He's going to share the tools, playbooks, and frameworks Cultivate has used to engage 3,000+ business owners over the past decade - all customized for CEPA wealth management professionals.