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.


Top Content Featured in the Weekly Update Live Broadcast

As we navigate our current “fluid” conditions, EPI strives to share relevant information to help navigate you through this worldwide experience as a business community. 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. In this time… read more

Ten Essentials for Leading Well in Tough Moments

Original article contributed from InitiativeOne [see full article] Catch Up: With InitiativeOne CEO and Founder on the Weekly Update Live Broadcast! Listen Now. Dr. Fred Johnson with Joe Seetoo at the 2019 Exit Planning Summit. During the Great Recession, many companies sought my advice for proceeding through uncertainty which had rattled their employees, thus accelerating… read more

Business Development Webinar Roundup

EPI is proud to provide hundreds of webinars on technical, business development, and applicable topics each year to thousands of advisors across the globe. In the upcoming webinars, we’ve got experts who specialize in Entrepreneurial Operating System (EOS), growth, and strategy. Make plans to join this month's broadcasts.… read more

A Look Into the EPI Greater Boston Chapter Relaunch

The Exit Planning Institute™, in cooperation with collaborative team of top advisors and leaders from the Greater Boston marketplace, joined forces to launch the Exit Planning Institute Greater Boston Chapter on Wednesday, February 19, 2020… 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