367 Strong
CEPA Chicago | Class of 2019: Join in congratulating and welcoming the 69 newest advisors to join the growing exit planning community!… read more
Keep up-to-date with exit planning, succession planning, industry trends, unique specialty insights, and useful content for professional advisors and middle market business owners.
These Five Advisors Challenged the Status Quo: Who Got it Right?
At the 2019 Exit Planning Summit five speakers took the stage during the EPI Power Sessions, an experience element mirroring the concepts that make TED Talks so powerful. Each speaker, as a different persona, explored the theme, “The Empty Seat: Reengineering Your Relationship with the Business Owner.” The Accelerator, The Counselor, The Common Ground, The… read more
Exit Planning 360°
If you are a professional or financial services advisor (especially CPAs, wealth managers, commercial bankers, and attorneys) who works with business owners, this full disclosure, exclusive event was designed to answer your questions… read more
2019 EPI Power Sessions: The Accelerator
At the 2019 Exit Planning Summit five speakers took the stage during the EPI Power Sessions, an experience element mirroring the concepts that make TED Talks so powerful. Each speaker, as a different persona, explored the theme, “The Empty Seat: Reengineering Your Relationship with the Business Owner.” The Accelerator, The Counselor, The Common Ground, The… read more
[Phoenix, AZ] EPI is Pleased to Welcome 66 New Advisors to the CEPA Community
CEPA Phoenix | Class of 2019: Join in congratulating and welcoming the 66 newest advisors to join the growing exit planning community!… read more
CEPA Spotlight: Justin Goodbread
Justin Goodbread, Business Advisor, Wealth Manager, Speaker, Blogger, Podcaster, Author, 2X Investopedia Top 100, Exit Planning Institute 2018 Leader of the Year, and much more, is not your typical advisor. Over the past 20+ years, Goodbread has started and sold three companies for profit, in addition to purchasing companies with many successes (and failures). His… read more
EPI Fall Exit Planning Education Roundup
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 different avenues for top technical, business development, and applicable topics each month to thousands of… read more
2019 Exit Planning Summit Takeaways
The Exit Planning Summit is the most significant advisor event in the industry with a massive lineup of education, activities, and events to experience in a few short days. On top of 6-star rated education, once-in-a-career keynote sessions, charitable fundraising, and influential networking, the Summit connects you with premier exit planning providers and partners, charitable… read more
Announcement: Seven New CEPA Programs for 2020 Registration
The Certified Exit Planning Advisor (CEPA) Program is a five-day executive MBA-style program that trains and certifies qualified professional advisors in the field of exit planning. Developed and taught by a diverse team of over 15 nationally-recognized experts, the CEPA program offers attendees an innovative learning experience, performance-enhancing resources, and the strategic insights and tools… read more
The Power of Feedback: 2019 EPI Member Survey
Understanding what our members find valuable (and what they do not) is crucial to EPI. As we contemplate the future and aim to make important decisions that will impact the direction of our company, the power of your feedback and the guidance it provides gives us the right focus. We want to ensure that we are… read more
Congratulations to the 2019 Excellence in Exit Planning Award Winners!
At the 2019 Excellence in Exit Planning Awards reception three advisors were recognized for their remarkable impact on the local and global community. The Exit Planning Institute would like to extend an official congratulations to 2019 Exit Planner of the Year, Dan Doran, 2019 Leader of the Year, Joseph Strazzeri, and 2019 Member of the… read more
EPI Advisors Raise $52,100 for WISH for OUR HEROES at 2019 Summit Giveback
SAN ANTONIO, TX – Sept. 26, 2019 — Attendees of the 2019 annual Summit Giveback raised $52,100 in two hours for WISH for OUR HEROES (W4OH) through a combination of general donations, silent auction, and live auction. To date, Exit Planning Institute has raised $117,000 for four different charitable organizations in four different cities. Each… read more