Key Takeaways from The 2022 State of the Institute Address
Learn about the state of the exit planning market, M&A considerations, and research that will impact Certified Exit Planning Advisors. … 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.
Nominations Are Open for the 2022 Excellence in Exit Planning Awards
This year Exit Planning Institute is celebrating the tenth anniversary of the Excellence in Exit Planning Awards.… read more
How to Manage a Significant Family Business: International Family Business Day
EPI spoke to Julie Keyes, Dyanne Ross-Hanson, and John Petika about their experience assisting family businesses during their transition process.… read more
Exit Planning Summit Speaker Spotlight: Sean Hutchinson
Meet 2022 Exit Planning Summit speaker Sean Hutchinson. Learn more about the RFN Founder and EPI Faculty member.… read more
Exit Planning Summit Speaker Spotlight: Kiley Peters
Meet 2022 Exit Planning Summit speaker Kiley Peters. Learn more about the marketing specialist and EPI Faculty member. … read more
2022 State of the Institute: Where is EPI Headed?
Join the Exit Planning Institute on January 27 at 1 PM for our 2022 State of the Institute Address with EPI President, Scott Snider. … read more
Building Significant Companies Through Value Acceleration
EPI recently released three new pieces of content to educate professional advisors and business owners on the crucial topic of Value Acceleration.… read more
Meet Our 2022 Exit Planning Summit Keynote Speaker
CEPAs and business owners will learn how to live their ideal life from the creator of the Entrepreneurial Operating System, Gino Wickman. … read more
Catch Up on Exit Planning Content You Might Have Missed!
We analyzed Frosty the Snowman and picked out a few lessons to strengthen your social capital and build value in your business. … read more
Here’s What We’re Reading: A Curated List of Books for the Advisor or Business Owner in Your Life
Build value in your personal and professional life, strengthen your leadership skills, and prepare for your business exit.… read more
Bring Your Company Culture to Life: Use Lessons from Frosty the Snowman to Build Your Social Capital
We analyzed Frosty the Snowman and picked out a few lessons to strengthen your social capital and build value in your business. … read more
The Importance of Strong Structural Capital: While Building a Gingerbread House
The most robust of all intangible capitals is Structural Capital. It encompasses everything that makes your company work efficiently.… read more