Name: The State of Owner Readiness & the Road to Exit Workshop
Start: 2025-08-28T13:00:00-04:00
End: 2025-08-28T17:00:00-04:00
Location: Exit Planning Institute. Who can attend: EO, SLP, SAP

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The State of Owner Readiness & the Road to Exit Workshop

August 28, 2025 @ 1:00 pm - 5:00 pm

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Details

Date: August 28, 2025
Time:
1:00 pm - 5:00 pm

Organizer

Join Scott Snider, President of the Exit Planning Institute (EPI), for a powerful kickoff to our 5-part EO Cleveland Learning Series focused on the full lifecycle of business transition: building value, preparing to sell, selling, and life after the sale. In this session, Scott will present insights from the 2023 National State of Owner Readiness Survey, a groundbreaking research initiative that has shaped the exit planning profession over the past decade. This data-driven presentation will explore how business owners across the country are preparing for their exits—personally, financially, and operationally—and what it takes to move from simply owning a successful business to building a significant one. As part of this session, we will also be conducting a custom Owner Readiness Survey of the EO Cleveland Chapter, with results shared live during the event. This will give attendees a unique, localized snapshot of how prepared our own community is for the future—and where the biggest opportunities for growth and alignment lie. Don’t miss this opportunity to gain clarity on your own exit readiness, benchmark your business against national and local data, and begin building a roadmap toward a more valuable and meaningful future. Capacity Limit – 50

Venue

Exit Planning Institute. Who can attend: EO, SLP, SAP
24651 Center Ridge Rd #350
Westlake, OH 44145 United States + Google Map

The State of Owner Readiness & the Road to Exit Workshop

August 28, 2025 @ 1:00 pm - 5:00 pm

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