Keep up-to-date with exit planning, succession planning, industry trends, unique specialty insights, and useful content for professional advisors and middle market business owners.


Business Development Webinars to Grow Your Practice

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 of… read more

EPI Greater Los Angeles: Chapter President’s Corner

Contributed by award-winning exit planner, Melisa Silverman Welcome to the Greater Los Angeles EPI Chapter Newsletter! Every other month, we will be sending out a newsletter with upcoming chapter programs and upcoming events and mixers to make sure you’re informed on what’s going on so you can get involved. We will also try to include… read more

Meet the New EPI Member Experience Team

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 announce that our team has grown and EPI… read more

Watch Brand-New Podcast: Doran & Snider on “The Deal – Unscripted”

Our CEO Chris Snider sat down with Dan Doran of Quantive for their first episode of their brand-new podcast series, “The Deal – Unscripted” to talk about exit planning, the three legs of the stool and the types of important conversations all CEPAs should be having with their clients. Be sure to tune in!  … read more

OwnerRoundtable Education: CEPAs Teaching Owners about Managing Value Coast-to-Coast

Creating Lasting Change: The Advantages of Peer Learning This week, EPI hosted another executive strategy discovery training for the newest CEPAs a part of the Owner Engagement Membership, an elite group of advisors who conduct education and lead owner peer learning groups in regions across the country. During this two-day session, CEO Christopher Snider and… read more

2019 Announcement: 50 CEPAs Join the Network

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

Call for Speakers: 2019 EPI Power Session Theme Announced

Last year, EPI introduced the Power Sessions at the Exit Planning Summit in Nashville! Inspired by TED, the global community bringing you ‘ideas worth sharing,’ seven speakers from diverse areas of expertise took the main stage and delivered hyperfocused talks that challenged the advisory community in attendance to tackle common industry pitfalls head on. Following… read more

Spreading Exit Planning Awareness: 2019 The Gathering in Southern California

On Friday, February 22, Christopher and Scott Snider combined forces to deliver an interactive keynote speech at the fifteenth Gathering, hosted by the Southern California Institute. Their speech was a deep-dive into Snider’s recently released ebook, Fishing for Value: A Short Story about Succession Planning, Business Growth, and Exit, which complemented the conference’s theme of… read more

Welcome PMI Advisors to the EPI Partner Network

We are pleased to announce the newest addition to the EPI Alliance Partner Network: PMI Advisors (PMI), a firm working alongside wealth advisors, investment bankers, accounting firms, legal firms, and others to educate owners about the upcoming business sale steps and assist in operational improvements along the way, which can be quite daunting for those who… read more

Accountant versus Spouse

Valentine’s day is coming this week and it got us thinking… The accountant consistently outranks the spouse as the most trusted advisor for business owners (across multiple markets). Looks like when it comes to business advice, romance is dead 🙂 When asked, “who is your most trusted advisor?” surveyed business owners ranked the Accountant number… read more