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.


EPI Global Headquarters Team Grows Again: Welcome Natalie & Jocelyn!

  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

Announcement: 2018 Excellence in Exit Planning Award Nominations

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

EPI Adds Two New Members to the Global Headquarters Team

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

Announcement: Congratulations to 65 Certified Exit Planning Advisors to Join the Exit Planning Community

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

EPI Chapter Network Continues to Grow

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… read more

Value vs Certified Value

Most business owners don’t know what their business is worth or have unrealistic expectations of what they might receive for their business. Business valuations are a critical component in the exit planning process – but valuations are also required for other business situations such as for making gifts or charitable contributions, employee stock ownership plans… read more

Our Exit Planning Philosophy: Value Acceleration Methodology

Our Exit Planning Philosophy Exit planning is business strategy. Official ‘Exit Planning’ Definition: Exit planning combines the plan, concept, effort, and process into a clear, simple strategy to build a business that is transferable through strong human, structural, customer, and social capital. The future of the business owner, his/her family, and the business itself are addressed… read more

Emotional Considerations for Transitions

Emotional Considerations

This article was contributed by a guest author, Edwin Mysogland, CVA, CEPA, CMEA, SBA As entrepreneurs, we often think ‘we are going to be happy when…’ But selling a company isn’t a ticket to happiness for the rest of your life. The emotional complexity of the sale of a business cannot be ignored. The business… read more

The Power of Idea Sharing: Exit Planning Awareness in Local Communities

Man showing new ideas to coworkers

  What makes sharing an idea so powerful and how is that tied to buy-in, action, and change? When a speaker or leader shares an idea that challenges the status quo, it reveals a disconnection in the listener’s current view which causes their brain to feel curious as they seek to repair the gap of… read more

The Best Investment Buffett Ever Made

Warren Buffett

This article was contributed by author Scott Snider, EPI Vice President A trait consistently seen among the ultra-successful?  They self-educate by reading. This simple habit is powerful and the stories from some of the world’s most successful minds reinforce how making a commitment to reading is one of the best investments a professional can make.… read more

New CEPA Training Location Announced: Phoenix, Arizona

Arizona

Considerable research has been conducted over the past 18 months from the efforts of many CEPAs and partners via the Micro-Market State of Owner Readiness Research. Taking that research even deeper, EPI has found what many now know to be called the “Middle 60”. This means that 60% of owners would work with an advisor… read more

Just Released: 2018 Regional State of Owner Readiness | Georgia

The State of Owner Readiness™ (SOOR) Survey is a research study that collects business attractiveness and owner readiness data for the middle market on a national level. This information is powerful and from that first national survey, conducted in 2013, the movement has taken off. This release marks the first regional research EPI will release this year!… read more