Empowering Advisors and Owners to use exit planning as business strategy…now more than ever. The past thirty days have disrupted normalcy as we know it; as individuals, families, business professionals, breadwinners, community leaders, and business owners. Businesses have been thrown into such tumultuous circumstances. Hour-by-hour, new information is released (some bad, some good). On top… read more
Social media is the most effective way to reach new customers, engage with current customers, and share a behind the scenes look at your business. While social media might seem like a marketing tool for lifestyle brands and B2C businesses, financial advisors and business advisors can and should be utilizing social media in their marketing… read more
2020 was a roller coaster of a year. Take a look back at our year in Exit Planning by reading some of our favorite articles from 2020. … read more
Currently all EPI Chapter Events are being held in a virtual environment due to COVID-19 and the majority of these events are free to attend. One of the perks of virtual events is that you can attend events for any chapter regardless of location.… read more
This past year the Exit Planning Institute community grew exponentially. With the addition of several new firms that approved the Certified Exit Planning Advisor (CEPA) credential, the designation remains the most approved credential in the field of exit planning in the world. … read more
This year we are introducing our new tiered CEPA Membership Model. We recognize that some advisors are interested in joining a vast community of Certified Exit Planning Advisors with access to a comprehensive Content Portal, but some advisors are interested in actively holding the designation for the methodology alone.… read more
Our CEPA Masterclasses provide a virtual classroom experience that trains and certifies qualified professional advisors with the Certified Exit Planning Advisor (CEPA) designation in the field of exit planning.… read more
December 31st is the last day of 2020! What has been a whirlwind of a year will finally come to an end and hopefully we can look forward to only positive experiences in 2021.… read more
Like shopping for holiday gifts, you know exactly what you would like, you just have no clue how to package it nicely. That is where a CEPA (Certified Exit Planning Advisor) comes in. A CEPA is responsible for taking your business and putting a nice bow on it. … read more
You have probably heard the classic Christmas song, “The 12 Days of Christmas” at least once in your lifetime. Partridges, Turtle Doves, French hens, Swans, and few other species of birds are just a few of the gifts brought to you by your “true love”. If you are like me, Marketing Coordinator Colleen Kowalski, and… read more
EPI Masterclass | November Class of 2020: Join in congratulating and welcoming the 175 newest advisors to join the growing exit planning community!… read more
One thing is for sure, if you do not plan accordingly, your house will never end up how you imagined. And if you do not have enough "dough", your house will be a lot smaller than you dreamed.… read more
Pet Friendly offices have been a growing trend in businesses across the country. A pet friendly environment has been proven to enhance productivity, drive collaboration between teams, and generally make for a happier office.… read more
