The Exit Planning Institute and a collaborative team of top advisors and leaders from the Fort Lauderdale marketplace are joining forces to launch the Exit Planning Institute Fort Lauderdale Chapter. … read more
As we celebrate National Spouses Day, we thought we would share some tips to ensure your professional relationship with your spouse is as strong as your personal relationship. … read more
Learn from a few Certified Exit Planning Advisors and EPI Partners to see how they foster effective communication in their practices and with their clients. … read more
Exit Planning Institute spoke with CEPA, Tom Jordan to discuss how his CEPA credential has impacted his business. … read more
EPI spoke with Chris Snider to learn what changes are coming in the second edition of the book, Walking To Destiny. … read more
This year we are lucky to have worked with four top industry organizations as our Title, Gold, Silver, and Bronze Partners. Learn more about these partners and the resources they can provide for our exit planning community.… read more
Learn 11 Steps to a Successful ESOP Transaction from Exit Planning Institute Partner, CSG Partners. All steps are available on our blog! … read more
Learn 11 Steps to a Successful ESOP Transaction from Exit Planning Institute Partner, CSG Partners. All steps are available on our blog! … read more
Maus helps businesses gain a better understanding of exit planning. Learn more from Exit Planning Institute partner, Maus! … read more
As we begin another year filled with exit planning education, resources, and events, we thought we would start with exit planning trivia! … read more
Exit Planning Institute released a comprehensive look at the Four Intangible Capitals consisting of an in-depth whitepaper, case study, and descriptive infographic.… read more
Michael Kitces will share his expertise with the 2023 Exit Planning Summit attendees in Scottsdale this May! … read more
