Empowering Advisors and Owners to use exit planning as business strategy…now more than ever. The past thirty days have disrupted normalcy as we know it; as individuals, families, business professionals, breadwinners, community leaders, and business owners. Businesses have been thrown into such tumultuous circumstances. Hour-by-hour, new information is released (some bad, some good). On top… read more
CEPA training covers the nuances in dealing with a Family-Owned business versus a corporate business. Highlighting key stress areas in Family-Owned businesses will provide your clients with more value in their exit plan. … read more
We know a lot of thought and planning goes into your business exit, but how much thought and planning do you put into your Halloween Costumes?… read more
There are numerous paths you can take when exiting your business, and plenty of Halloween movies to watch while you select the path that is right for you.… read more
Implementing Team Building activities into your business are simple ways to improve camaraderie and limit the feelings of social isolation among your employees. … read more
Owning a business comes with more than its fair share of risks. To increase value and minimize risks in your business, you should follow the 5 Stages of Value Maturity as detailed in Walking To Destiny. … read more
While in person events and traveling may still be up in the air, Exit Planning Institute has released eight virtual program options for 2021. The past year has disrupted normalcy as we know it, and in order to evolve to meet the demand for innovative solutions for educational programs, networking, and best practice development, EPI… 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. We want to ensure that we are… read more
Exiting your business can be scary, but having a solid exit plan and a CEPA by your side makes it much more manageable. … read more
If you have been a part of the Exit Planning Institute community for a while, you know how important changing the outcome for business owners is to us. Each year EPI collaborates with a charity or cause that can be positively impacted by our advisor community. This year, we collaborated with Hello Alice, an organization that… read more
Just like serving a term as President of the United States, Julie Keyes feels after four years as president of EPI’s Twin Cities Metro Area (TCMA) chapter, it is the perfect time for new leadership to step in and take her place.… read more
While we are awaiting feedback from all the attendees, we received the following testimonials from some of our CEPAs, advisors, and speakers. … read more
While we are awaiting feedback from all the attendees, we received the following testimonials from some of our CEPAs, advisors, and speakers. … read more
