More Than a Title: Honoring Leaders Who Lead by Action and Example

SPECIAL BROADCAST  |  WED, AUG 22  |  1 PM EST

Upcoming Broadcast: A Leadership Showcase of the 9 Excellence in Exit Planning Nominees


More Than a Title: Honoring Leaders Who Lead by Action and Example

leadership is not a position or a title it is action and example

The exit planning profession poses unique challenges and opportunities. The advisors leading this industry tend to be more entrepreneurial, display high leadership, and are instrumental in driving best practices for their peers and for business owners themselves. Exit planning advisors are pioneers of a changing industry.   Each year, the Exit Planning Institute honors three… read more

Applying the Formula for Luck

Learn how other CEPAs, including our President & CEO Chris Snider, position their practices for increased lead capture, new client onboarding, and client delivery efficiency. Scott Snider stated in his recent article, “As the need for exit planning becomes more prevalent to business owners, the need for high caliber advisors rises as well. Over the past… read more

Advisors Evolving into Owner Educators: New Content added to OwnerRoundtable Library

Last week, EPI officially released the second installment of assets and content to those members a part of the Owner Engagement Membership (OEM). These new additions include content and training for the following: Reunion Roundtable Session Maximizing Business Value Panel Session Exit Options Panel Session This OwnerRoundtable Series™ content is designed to complement your current program,… read more

Three Educational Webinars to Grow Your Practice

  The Exit Planning Institute believes in constant professional development. You can always continue to learn and grow. We strive to bring you consistent, thought-provoking, and topical broadcasts, to help you, your business, and your clients. EPI is proud to provide hundreds of webinars on technical, business development, and applicable topics each year to thousands… read more

EPI Global Headquarters Team Grows Again: Welcome Natalie & Jocelyn!

  As you know, the exit planning is growing rapidly as the needs of the middle market continue to climb. Exit Planning Institute is proud to support the needs of Certified Exit Planning Advisors (CEPA) and the profession as a whole. And this week, we are pleased to introduce you to the two newest members… read more