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65 Advisors. 25 US States. 3 Countries. 1 Goal: Change the Outcome.

EPI completed the first CEPA program of the year in February and this week 65 advisors passed their proctored examination and have earned the most widely endorsed and accepted exit planning designation in the industry: The Certified Exit Planning Advisor (CEPA). This program also introduced two new members to the expert faculty: Julie Keyes, CEPA, Founder of… read more

How to start the exit planning conversation.

Man thinking

Most owners don’t start their business with the end in mind. Getting a company off the ground is a feat in and of itself.  By the time the owners hit their 50s or 60s, they are now thinking of how to reap the long-lasting benefits of their business into retirement. An exit doesn’t have to… read more

Congratulations to the 2017 Excellence in Exit Planning Award Winners!

The closing event at the 2017 Exit Planning Summit is the Excellence in Exit Planning Award Luncheon where our Vice President, Scott Snider, takes the stage and recognizes those exit planners that are making a remarkable impact on the local and global community. It was an incredible closing note to an ever-eventful Summit and we’d… read more

Congratulations to the 2016 Excellence in Exit Planning Award Winners!

2016 Award Winners

The closing event at the International Summit was the Excellence in Exit Planning Award Luncheon where our Vice President, Scott Snider, took the stage and inspired us with a motivational discussion on Relentless Execution and recognized those exit planners that are making a remarkable impact on the local and global community. Congratulations to the 2016… read more