We are pleased to announce the newest addition to the EPI Alliance Partner Network: PMI Advisors (PMI), a firm working alongside wealth advisors, investment bankers, accounting firms, legal firms, and others to educate owners about the upcoming business sale steps and assist in operational improvements along the way, which can be quite daunting for those who… read more
Valentine’s day is coming this week and it got us thinking… The accountant consistently outranks the spouse as the most trusted advisor for business owners (across multiple markets). Looks like when it comes to business advice, romance is dead 🙂 When asked, “who is your most trusted advisor?” surveyed business owners ranked the Accountant number… read more
The original version of Fishing for Value: The Case Study, authored by Scott Snider with Nancy McCarthy, debuted at the 2018 Exit Planning Summit in Nashville, TN. Download the fictional case study eBook that was written with hundreds of real-life owner experiences in mind. Written by Scott Snider, lifetime entrepreneur and exited owner, with… read more
The Exit Planning Institute (EPI) supports more than 20 local chapters from coast-to-coast (and counting). Every chapter is a hub for advisors, leaders, and experts to network with complementary disciplines to his/her specialty, earn continuing education, and collaborate on exit planning projects. Every chapter is led by a top Certified Exit Planning Advisor (CEPA) and a local… read more
The Certified Exit Planning Advisor (CEPA) designation is awarded to those professionals who meet the experience and education requirements, attend the credentialing program, and pass the proctored exam. The CEPA designation is accepted by more than 18 major designations and organizations, making it the most widely endorsed and accepted exit planning designation in the marketplace today. To… read more
Black Friday has arrived! Get 60% off Summit in San Antonio. Get 50% off Walking to Destiny Books. Get 50% off any 5-Day CEPA program. Get 40% off OwnerRoundtable series. Offers only available to the first ten people to take advantage. Use the links below! Happy holidays! -The team at EPI 50% off Five-Day… read more
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. “As the Client Experience Manager here at… read more
The Certified Exit Planning Advisor (CEPA) designation is awarded to those professionals who meet the experience and education requirements, attend the credentialing program, and pass the proctored exam. The CEPA designation is accepted by more than 18 major designations and organizations, making it the most widely endorsed and accepted exit planning designation in the marketplace today. To… read more
Quarter four tends to be a very exciting, pressure-filled time for entrepreneurial advisors. You are pushing to hit and exceed goals while juggling personal commitments and client schedules (…and celebrations that feel like they fill up every remaining free moment). On top of that, whether intentionally or not, you drift into a higher state of… read more
As an advisor, are you truly versed in the exit options on the table? Do you know how to recognize an ideal candidate for a specific exit option? Or do you want to build on your knowledge and strengthen this skill? In the next deep dive webinar, Transition & Exit Options Analysis, instructor Sean Hutchinson,… read more
Quick Recap: 2018 North Texas Owners Forum The 2018 North Texas Owners Forum was a full-day educational event for business owners and their key partners to hear from award-winning industry leader, Christopher Snider, and a panel of local experts and leaders in the fields of business strategy, exit planning, succession planning, and marketplace trends.… read more
Original article contributed from Quantive Valuations [see full article] The Unsolicited Offer: Understand the Buyer, Identify Pitfalls, and Develop a Game Plan Has someone reached out with you to discuss the sale of your company? You’re not alone. Many entrepreneurs and business owners routinely receive unsolicited calls or letters suggesting to buy their company. While… read more
