Exit Planning Awareness Across the Country

Where We Have Been, Where We Are Going


We cannot believe it is June 1, it has been a busy year for exit planning.  You may have seen us across the country, in your region or we may be coming your way soon. The Exit Planning Institute is committed to providing best industry content, ongoing practice support, and owner education resources. In order to maintain our promise of ongoing practice support, we have expanded our EPI team by two members. Some may have had their phone call answered by Scott Lang or their member information updated by Joe Klauer, the two new faces in our EPI line up. In addition to our headquarters, we have expanded our chapter network across the country.

We are pleased to welcome the following chapters that have launched in 2019:

  • Chattanooga
  • Pittsburgh
  • Southeast Michigan
  • West Michigan

The purpose of EPI chapters is to create a forum where the local community of professional advisors can collaborate to address unique needs of the local community; develop educational programs for business owners and professional advisors to build awareness and better prepare an owner for the successful exit of their business; develop, encourage and foster the adoption of best practices for the exit planning profession; and promote the common business interests of those business advisors engaged in the profession of exit planning. If launching a chapter is something that interests you, contact Josh Koza to find out how.

So far in 2019, we have been to:

  • Southern California Institute, The Gathering
  • BDO Alliance Conference
  • US Trust Workshop – Dallas
  • SBDC of Minnesota’s Annual Knowledge Exchange Program

If you have not been able to catch up with us yet this year, there are still plenty of opportunities.

Meet up with us in June at:

  • 2019 Annual Consultants’ Conference – Salt Lake City, UT
  • AICPA Engage

Or, the rest of the year at:

  • The Exit Planning Summit
  • US Trust Workshop – Boston
  • US Trust Workshop – Miami

The 2019 Exit Planning Summit theme, “Evolve. Increase Credibility. Enhance Leadership. Accelerate exits,” reflects the exit planning community. Each member adds to the evolution of this community and the education that is provided to owners around the world. Without each and every member, there is no exit planning community. Connecting and interacting with advisors is the reason for all of the travel to different conferences across the nation. We hope to connect with each advisor and continue to evolve together.

There are many ways to get involved:

Reach out to book a speaking event. Learn more at http://exit-planning-institute.org/contact-us/

Find your local chapter. Learn more at http://exit-planning-institute.org/chapters/

Register for the Summit. Learn more at https://exitplanningsummit.com/

Explore the unmatched professional development experience and gain your next competitive edge in 2019.

The Certified Exit Planning Advisor (CEPA) Program is the most widely endorsed and accepted exit planning designation in the marketplace today. Experience the EPI difference and determine if earning the CEPA designation is the next strategic move for you to reinvent yourself in a changing marketplace. Visit www.EarnCEPA.com today.