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EPI SD 2026 – January 14 – Shoulda Coulda Woulda: Managing the Fallout of Unplanned Exits

Original price was: $50.00.Current price is: $0.00.

The stats tell us that more than 50% of exits are not voluntary.  They happen for many reasons, but they are most often due to one of the 5 D’s: death, disability, divorce, distress, and disagreements.  And while we as exit planning advisors will certainly keep trying to educate on the importance of planning early, chances are strong that at some point we are going to need to help repair the damage – either regarding the business and deal structure or the personal and financial aftermath.

The chapter leadership team will share case studies of situations where clients were either facing an emergency exit or already exited due to one of the 5 D’s. Learn how you can help in the areas of unsolicited offers, turnaround, deal structures, partner buy-outs, family/leadership counseling, immediate financial and legal obligations, and more.

(Purchase of this product will include a link to the video, audio, and a pdf of the presentation.)

Presented by Andrea Steinbrenner and Kim “Mo” Mahoney

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The stats tell us that more than 50% of exits are not voluntary.  They happen for many reasons, but they are most often due to one of the 5 D’s: death, disability, divorce, distress, and disagreements.  And while we as exit planning advisors will certainly keep trying to educate on the importance of planning early, chances are strong that at some point we are going to need to help repair the damage – either regarding the business and deal structure or the personal and financial aftermath.

The chapter leadership team will share case studies of situations where clients were either facing an emergency exit or already exited due to one of the 5 D’s. Learn how you can help in the areas of unsolicited offers, turnaround, deal structures, partner buy-outs, family/leadership counseling, immediate financial and legal obligations, and more.

(Purchase of this product will include a link to the video, audio, and a pdf of the presentation.)

Presented by Andrea Steinbrenner and Kim “Mo” Mahoney