In 2007, Chris Snider, President, and CEO of the Exit Planning Institute started the first local chapter in Northeast Ohio, becoming the first-ever Chapter President. Eleven years later and EPI is celebrating the expansion into our 25th market with the newest addition, the Rocky Mountain Chapter, holding their awareness event yesterday in Lakewood, Colorado.
EPI is first and foremost and education company. We are committed to providing top professional advisors the best industry content, ongoing practice support, and owner education resources. Becoming involved with your local chapter will allow you to make valuable connections with peers, share knowledge and discover new opportunities in your profession.
When you attend an EPI Chapter Meeting, you’ll be surrounded by like-minded people who work together to run a variety of programs, learning seminars and networking socials. The events even qualify for Continuing Education credits. “This is one of my favorite organizations I participate in. Great networking and I’ve enjoyed every meeting thus far.” Says an anonymous advisor who regularly attends local events in Arizona.
Exit planning is truly a business strategy. Every owner is different, and no situation is ever the same. That is why it’s important to keep up with the ever-changing business marketplace. Local chapters allow business owners to expand their network and grow their team, which, in the end, benefits business-owning clients.
Thank you to all Chapter presidents for the dedication and hard work!
About Exit Planning Institute:
The Exit Planning Institute (EPI) is an education company that provides exit planning education to advisors and middle market business owners. We view exit planning as a strategy, not an event.
EPI leads the professional services profession with the best industry content, ongoing support, and owner education platform, all of which align with our mission: Change the outcome.
Only 2 out of every 10 businesses that come to market actually sell. We want to increase the number of saleable businesses.
Only 30% of family businesses successfully transition to the second generation, only 12% transfer to the third, and the success rates diminish from there. We want to improve those intergenerational transitions.
Of those that succeed in the sale of their business, 75% experience “profound regret” within one year of exiting their business. We want to understand why and create strategies that achieve profound success, wealth, and satisfaction.
EPI is an education company, powered by an elite community of top advisors and owners, all focused toward creating a valuable, transferable future for the business marketplace.