EPI is Pleased to Welcome 89 New Advisors to the CEPA Community
CEPA San Diego | Class of 2020: Join in congratulating and welcoming the 89 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.
Bright-eyed and Clueless: Using My Inexperience as an Opportunity
Learning Exit Planning is exactly that; a column for anyone who has entered this industry and wants to understand what everything means and how it relates to them in their professional role. It is exit planning in layman's terms. … read more
It’s back! 2020 EPI Business Development Webinar Series
Each monthly broadcast will help you build new business development skills to fill your sales funnel and put your practice in a position of abundance versus scarcity. … read more
2020 State of the Institute Key Takeaways
Read about the key takeaways from the 2020 EPI Kickoff with Vice President Scott Snider.… read more
CEPA Spotlight: Mark Kravietz
CEPA spotlight features the accomplishments of exceptional thought leaders in the advisory community. Acquire a deeper understanding and knowledge base by reading the stories of some of the industry's most perceptive experts.… read more
EPI Continues Growth in 2020 with 4 New Hires
As you know, 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. This week, we are pleased to announce that our team has grown by four and we’ve… read more
Announcing the 2020 EPI Local Chapter Event Schedule
The Exit Planning Institute (EPI) supports more than 25 local chapters from coast-to-coast. 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.… read more
2020 EPI State of the Institute Address
In this broadcast, Scott Snider will review the accomplishments of 2019 on a local, national, and industry-wide level. He will then look ahead to the future, providing attendees a first-look at the advancements, programs, new benefits, and schedule EPI has implemented for 2020.… read more
Top Content to Catch Up on During the Holidays
As 2019 comes to a close, we wanted to provide you with the top content for you to read or watch over the holidays. As an education company, EPI believes in constant professional development which is why we strive to bring you thought-provoking and topical content that increases your knowledge base. No matter your mood,… read more
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
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