The Exit Planning Summit is featured in a different city every year which gives attendees a chance to experience amazing destinations while participating in the annual conference. On top of that, each year our team at the Exit Planning Institute collaborate with local leaders in the host city to identify a local charity or cause… read more
Guest Contributing Author: John Warrillow, CEO of the Value Builder System We know that the number of small business owners getting ready to transition out of their business and head towards retirement is growing. However, only a fraction of them have a business that is truly ready to sell. But as an exit planner, how… read more
The host, Ryan Tansom, invited CEPA Faculty and industry leader, Bobby Kingsbury, to discuss the topic “Valuing a Business: The Buyer’s Perspective,” and how he screens a potential investment. There are a lot of misconceptions out there about bringing Private Equity (and some nightmare stories, too), and in this episode, Kingsbury breaks down how to recognize… read more
The Certified Exit Planning Advisor (CEPA) designation is awarded to those professionals who meet the experience and education requirements, attend the credentialing program, and pass the proctored exam. The CEPA designation is accepted by more than 18 major designations and organizations, making it the most widely endorsed and accepted exit planning designation in the marketplace today. To… read more
The exit planning profession poses unique challenges and opportunities. The advisors leading this industry tend to be more entrepreneurial, display high leadership, and are instrumental in driving best practices for their peers and for business owners themselves. Exit planning advisors are pioneers of a changing industry. Each year, the Exit Planning Institute honors three… read more
Learn how other CEPAs, including our President & CEO Chris Snider, position their practices for increased lead capture, new client onboarding, and client delivery efficiency. Scott Snider stated in his recent article, “As the need for exit planning becomes more prevalent to business owners, the need for high caliber advisors rises as well. Over the past… read more
Last week, EPI officially released the second installment of assets and content to those members a part of the Owner Engagement Membership (OEM). These new additions include content and training for the following: Reunion Roundtable Session Maximizing Business Value Panel Session Exit Options Panel Session This OwnerRoundtable Series™ content is designed to complement your current program,… read more
Hot Topic: Internal Sales to the Younger Family Generation | A Private Equity Perspective A successful transition of ownership to future generations ranks high among concerns of family-owned companies, yet few families understand how they can accomplish this goal, especially when the business is the “nest egg” for the older generation. Buying a business is… 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… 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 introduce you to the two newest members… read more
The 2018 Excellence in Exit Planning Awards is sponsored by BNY Mellon Wealth Management. Meet the Nine Nominees: Leading Exit Advisors “Doing Things Right” The exit planning profession poses unique challenges and opportunities. The advisors leading this industry tend to be more entrepreneurial, display high leadership, and are instrumental in driving best practices for… read more
The exit planning industry has experienced rapid growth as the needs of the middle market continue to climb. As our organization, the Exit Planning Institute, stages ourselves to better support the needs of Certified Exit Planning Advisors (CEPA) and the profession as a whole, we are pleased to announce that EPI has welcomed two new… read more
