Michael Shea Named to Board of Exit Planning Institute in Sarasota

Certified Exit Planner and Business Broker Takes Leadership Role with Exit Planning Institute of Sarasota

Mar. 30, 2026 at 11:37pm

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A high-end studio still life photograph featuring a polished metal briefcase, a leather-bound notebook, and a pen arranged elegantly on a clean, white background, conceptually representing the tools and resources available for strategic business exit planning.A premium collection of tools and resources for business owners and advisors collaborating on strategic exit planning.Sarasota Today

Michael Shea of Transworld Business Advisors has been appointed to the Board of Directors for the Exit Planning Institute (EPI) Sarasota Chapter, further solidifying his leadership role in the business owner advisory community. Shea brings more than 20 years of experience advising main street and middle-market business owners through the complexities of buying and selling privately held companies.

Why it matters

The Exit Planning Institute plays a critical role in helping business owners think proactively about their future. Through EPI, advisors and owners are equipped with the tools, frameworks, and strategies needed to build value and exit on their terms.

The details

As a Certified Exit Planning Advisor (CEPA ®), Shea works closely with business owners well before they go to market—helping them understand value drivers, align personal and financial goals, and create structured exit strategies designed to maximize outcomes. In his role on the Sarasota Chapter board, Shea will contribute to advancing EPI's mission by fostering collaboration among advisors and promoting best practices in exit planning throughout the region.

  • Michael Shea was appointed to the Exit Planning Institute Sarasota Chapter board on March 30, 2026.

The players

Michael Shea

A Certified Exit Planning Advisor (CEPA ®) with over 20 years of experience advising main street and middle-market business owners through the complexities of buying and selling privately held companies.

Transworld Business Advisors

A business brokerage firm where Michael Shea works.

Exit Planning Institute (EPI)

A global organization dedicated to educating and empowering advisors who serve business owners, providing a collaborative environment where professionals work together to deliver comprehensive exit planning solutions.

Andy Cagnetta

A spokesperson who commented on Michael Shea's appointment to the EPI Sarasota Chapter board.

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What they’re saying

“Michael Shea's appointment to the board of the Exit Planning Institute Sarasota Chapter is a natural extension of the impact he's been making with business owners for more than two decades,”

— Andy Cagnetta

What’s next

The Exit Planning Institute Sarasota Chapter will continue to work with Michael Shea and other advisors to promote best practices in exit planning and help business owners prepare for successful transitions.

The takeaway

Michael Shea's appointment to the Exit Planning Institute Sarasota Chapter board underscores the importance of proactive exit planning for business owners. By working with experienced advisors like Shea, owners can better understand value drivers, align personal and financial goals, and create structured exit strategies to maximize outcomes.