Creating Lasting Change: EPI Welcomes Three New Facilitators Conducting the Owner Engagement Discovery Day at the EPI headquarters is a unique experience. The experts, facilitators, and CEPAs who attend fill the room with creative ideas while they learn to create successful business owner peer groups. The owner engagement membership has grown and now supports roughly… read more
The Exit Planning Institute is launching the Advanced Deep Dive webinar series this month. This year the series focuses on the multiple aspects of exit planning as it directly relates and applies to Chuck Burrows and his company Burrows Ltd. in the owner eBook, Fishing for Value: A Short Story on Succession Planning, Business Growth… read more
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 of… read more
We cannot believe it is June 1, it has been a busy year for exit planning. You may have seen us across the country, in your region or we may be coming your way soon. The Exit Planning Institute is committed to providing best industry content, ongoing practice support, and owner education resources. In order… read more
CEPA Phoenix | Class of 2019: Join in congratulating and welcoming the 42 newest advisors to join the growing exit planning community!… read more
The 2019 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,… read more
[May 5-11, 2019] It is 2019 National Small Business Week! As an education company that trains advisors on how to help create exit readiness in privately-held businesses, EPI wants to spread the word and ask you to join us in spreading awareness. According to reliable data sources, small businesses employ half of the American workforce.… read more
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 of… read more
CEPA Phoenix | Class of 2019: Join in congratulating and welcoming the 42 newest advisors to join the growing exit planning community!… read more
Contributed by award-winning exit planner, Melisa Silverman Welcome to the Greater Los Angeles EPI Chapter Newsletter! Every other month, we will be sending out a newsletter with upcoming chapter programs and upcoming events and mixers to make sure you’re informed on what’s going on so you can get involved. We will also try to include… read more
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 announce that our team has grown and EPI… read more
Our CEO Chris Snider sat down with Dan Doran of Quantive for their first episode of their brand-new podcast series, “The Deal – Unscripted” to talk about exit planning, the three legs of the stool and the types of important conversations all CEPAs should be having with their clients. Be sure to tune in! … read more
