Inside the Exit: Real-World Insights from Recent Sellers

A Joint Event by AM&AA Utah Chapter x Exit Planning Institute (EPI) Utah Chapter

Exits are often discussed in theory—valuation, deal terms, diligence, negotiations. But the most valuable insights rarely come from textbooks or headlines. They come from the people who have lived through it.

Join the Utah Chapter of AM&AA and the Utah Chapter of the Exit Planning Institute (EPI) for a collaborative discussion featuring a curated panel of business owners who have recently sold part or all of their companies. Our panelists will share candid reflections on the exit process: what drove their decision to sell, how they prepared, and what they learned from the experience.

This session is designed for business owners and advisors who want a clearer understanding of what truly impacts outcomes—both financial and personal—throughout the exit journey.

Participants will earn 1.0 CPE credit in the Field of Study: Specialized Knowledge.

In order to be awarded the full credit hours, you must be present, registering your attendance and departure on the attendance sheets at the registration desk.

Prerequisites: There are no prerequisites for this session.
Who Should Attend: This session is recommended for any professional in the M&A industry. Others are welcome.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Live

Refunds and Cancellations: Requests for refunds must be received in writing. For more information regarding refund, concerns, and/or program cancellation policies please contact our offices at 312-856-9590

Alliance of Merger & Acquisition Advisors (AM&AA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Inside the Exit: Real-World Insights from Recent Sellers

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