Virtual Education for Personal and Professional Development

Presented by industry experts who specialize in market differentiation, growth, and strategy.

Attend the Upcoming Broadcasts


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 advisors across the globe.

In June, we’ve got experts who specialize in market differentiation, growth, and strategy. Make plans to join this month’s broadcasts:

  • “Assets at Risk” presented by Julia Singer
  • “New Research: The State of an Owner’s Mind Pre-Exit” presented by John Warrillow
  • “CEPA S.M.A.R.T. Marketing Group” presented by K. Brooke Norman
  • “Strategies for the Three Types of Exit Advisors” presented by Scott Snider
  • “Using Value Acceleration to Build Value in A Business”presented by Melisa Silverman, Joseph A Seetoo and Jeffrey Kates
  • “Your Insider’s Look: 2019 Exit Planning Summit” presented by Scott Snider

Read more about each session below and watch some of the best content in the industry!

Are you able to spot significant gaps in your clients coverage?

Learn how to increase client retention by taking the extra step to refer the client to a trusted insurance advisor as part of their completion strategy.

Upcoming Broadcast: Wednesday, June 5  Assets at Risk  |  presented by Julia Singer

You invest and manage everything your client has worked hard to create – does your completion strategy include an insurance risk review to help protect those assets so they don’t unexpectedly disappear? Hear from Julia Singer, trusted personal risk management advisor, who will offer tips on how advisors can recognize significant gaps in insurance coverage during their review. Addressing that if these red flags and gaps in coverage are identified early on it can help to prevent financial ruin in the event of a serious loss.

Increase client retention by taking the extra step to refer the client to a trusted insurance advisor as part of their completion strategy.

Learning Objectives:

  • How to identify insurance red flags.
  • Don’t let a single serious loss undermine all the efforts of your counsel.
  • How much excess liability coverage should your client carry?

Interested in new insights around owners’ personal readiness?

Connect with John Warrillow who will share research that dives into the state of owners’ minds before they exit.

[smallUpcoming Broadcast: Wednesday, June 12  New Research: The State of an Owner’s Mind Pre-Exit |  Presented by John Warrillow[/small]

Does it matter who your client invites to a big celebration, like their wedding? Or whether they call themselves an owner, founder or CEO? The answer is yes – and The Value Builder System™ is sharing new research around how an owner’s attitude and behavior impacts whether they’re prepared to exit their company – and if they’re personally ready.

Based on research from nearly 500 completed Personal Readiness To Exit Assessments, The Value Builder System™ will share insight into the state of owners’ minds before they exit, including key actions advisors can take to help ensure a happy (and lucrative) sale.

Learning Objectives:

  • Learn new insights around owners’ personal readiness – including owners’ future vision, team involvement, structuring flexibility and more (based on 500 completed Personal Readiness To Exit Assessments)
  • Understand the one surprising behavior most owners have before an exit and what you can do as an advisor to change it
  • Understand the substantial impact personal readiness has over business readiness
  • Learn why more owners are calling themselves ‘founders’ today

Want to dive deeper into value acceleration?

Hear from three experts who will break down the preparation phase of the Value Acceleration Methodology.

[smallUpcoming Broadcast: Tuesday, June 25  Using Value Acceleration to Build Value in A Business |  Presented by Melisa Silverman, Joseph A Seetoo and Jeffrey Kates[/small]

Value Acceleration is all about:

  • Discovering the value and current state of attractiveness and readiness of a business and owner
  • Preparing the business for a transition based upon improvements agreed upon by the owner, management team and advisors
  • Developing and implementing a transition plan for the business and owner based upon their requirements

In this session, attendees will participate in a group discussion to apply the value acceleration methodology to the Fishing For Value Case Study.  The discussion will focus primarily on the preparation phase and 1) what are the steps that Chuck should take in his business to increase the value and make it more marketable and 2) what steps should take Chuck take to better prepare his spouse and himself and the kids for a transition of the business.

Learning Objectives:

  • Ways to apply the Value Acceleration Methodology to help the business owner increase the value of their business
  • Approaches that could be used to determine the most appropriate business, financial and personal actions that should be taken
  • Identify business, financial and personal actions that could be taken to build value and position the business for a transition
  • How to determine the top 3-4 business recommendations and top 3-4 personal and financial recommendations that should be completed by the business owner over the next 90 days.

Having trouble reaching all your goals?

Defining your critical path to achieve all your goals both in and out of the office.

Upcoming Broadcast: Friday, June 7  CEPA S.M.A.R.T. Marketing Group  |  Presented by K. Brooke Norman

Marketing is not an expense of your business. It is your literal investment in the growth of your firm. And here at EPI, we believe that your marketing should produce a satisfying return on that investment. We know that when it comes to creating marketing programs to attract new leads, nurture referral sources, shorten sales cycles, and win better clients, it all comes down to measuring your efforts and generating revenue. We are here to help.

Each month, you will tune in for a 20-minute power presentation on a useful niche topic, followed by a 30-minute roundtable discussion about how to apply the newly-learned concepts into your marketing mix. The final ten minutes are always the same: Defining your monthly S.M.A.R.T. goal. This means, each month you will come away with new marketing knowledge, tips and insights on best practices, and a clear implementation plan that is specific, measurable, attainable, realistic, and timebound.

Interested in new insights around owners’ personal readiness?

Connect with John Warrillow who will share research that dives into the state of owners’ minds before they exit.

[smallUpcoming Broadcast: Wednesday, June 12  New Research: The State of an Owner’s Mind Pre-Exit |  Presented by John Warrillow[/small]

Does it matter who your client invites to a big celebration, like their wedding? Or whether they call themselves an owner, founder or CEO? The answer is yes – and The Value Builder System™ is sharing new research around how an owner’s attitude and behavior impacts whether they’re prepared to exit their company – and if they’re personally ready.

Based on research from nearly 500 completed Personal Readiness To Exit Assessments, The Value Builder System™ will share insight into the state of owners’ minds before they exit, including key actions advisors can take to help ensure a happy (and lucrative) sale.

Learning Objectives:

  • Learn new insights around owners’ personal readiness – including owners’ future vision, team involvement, structuring flexibility and more (based on 500 completed Personal Readiness To Exit Assessments)
  • Understand the one surprising behavior most owners have before an exit and what you can do as an advisor to change it
  • Understand the substantial impact personal readiness has over business readiness
  • Learn why more owners are calling themselves ‘founders’ today

What type of advisor are you?

Define your path and learn the strategies that are working for each group.

[smallUpcoming Broadcast: Wednesday, June 19  Strategies for the Three Types of Exit Advisors |  Presented by Scott Snider[/small]

You are an exit planner. You can help owners create strategies that will reduce risk, build value, and harvest wealth. Your credential is listed on your business card and you are ready for the floodgates to open…now what?

As much as we’d like to simply learn new skills and have a line of clients waiting to pay us for our expertise, it is unlikely that demand will build itself. Exit planning is personal, transformational, and unique. And it will take new business development skills and effort to fill your sales funnel and put your practice in a position of abundance versus scarcity. We can help.

Learning Objectives:

  • Cite statistics from the State of Owner Readiness Survey™
  • Develop an integrated owner engagement strategy
  • Identify differentiation between generational messaging (Boomer vs Millennial, etc.)
  • Calculate the existing opportunity within your advisory firm

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.