Blog


2020 EPI Local Chapter Midyear Schedule

From every corner of the United States, local advisors lead projects, host owner-educational events and workshops, and conduct media-grabbing research in an effort to spread exit planning awareness to the millions of business owners nationwide that can benefit from the realization that, whether you are a Baby Boomer or Millennial entrepreneur, exit planning is simply… read more

Not All Heroes Wear Capes: Content Roundup

It is nearing 90 days since EPI Global has adjusted to managing remote teams, launching the EPI Masterclass™, a five-day virtual classroom experience, and shifting the way think about business.… read more

Second Generation Visionaries: How Chopping and Dicing Paved the Way

Brittani Bo Baker, daughter of former NFL Cleveland Browns, Al Bubba Baker, is an entrepreneur we can all learn from. Since eight years old, she’s been working hard and contributing to the success of her family’s restaurant — Bubba’s-Q. “Chop and Dice” Born into a family that is very passionate about food, Brittani learned how… read more

May Business Development Webinar Roundup

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 the upcoming webinars, we’ve got experts who specialize in Entrepreneurial Operating System (EOS), growth, and strategy. Make plans to join this month's broadcasts.… read more

Team Roles: Which One Do You Play?

Since wrapping up our April EPI Masterclass, our team has been combing through feedback, responses, and questions so we can make the experience even better next time. One attendee of the EPI Masterclass asked the following question, “Can a CEPA business consultant be the quarterback?” Who is the Quarterback? In response to the attendee’s question,… read more

April EPI Masterclass: Reflections from Attendees

Understanding what our attendees find valuable (and what they do not) is crucial to EPI. The power of feedback and guidance provides gives us the right focus. As one of our core values, feedback helps us continue to uphold our brand promise: best content in the industry, ongoing support and advisor development, and provide a platform… read more

Do You Know the Top 4 Things on CEOs Minds Right Now?

On Wednesday morning, our leader, Scott Snider, was in his quarterly closed-door meeting with his formal CEO peer group (typically CEBI International groups meet face-to-face with CEOs from a regional area; of course, this week it was hosted on Zoom #socialdistancing). COVID-19 Affect on CEOs Each person was sharing how they were dealing with the… read more

Not All Heroes Wear Capes: Supporting the Business Community

Because of the COVID-19 worldwide pandemic, we know that not all heroes wear capes. Members of the EPI community have certainly proven themselves as heroes during this time as they support the business community. As we continue to navigate the current changing conditions, EPI is dedicated to providing you with relevant information to help support… read more

Ten Essentials for Leading Well in Tough Moments

Original article contributed from InitiativeOne [see full article] Catch Up: With InitiativeOne CEO and Founder on the Weekly Update Live Broadcast! Listen Now. Dr. Fred Johnson with Joe Seetoo at the 2019 Exit Planning Summit. During the Great Recession, many companies sought my advice for proceeding through uncertainty which had rattled their employees, thus accelerating… read more

Business Development Webinar Roundup

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 the upcoming webinars, we’ve got experts who specialize in Entrepreneurial Operating System (EOS), growth, and strategy. Make plans to join this month's broadcasts.… read more

A Look Into the EPI Greater Boston Chapter Relaunch

The Exit Planning Institute™, in cooperation with collaborative team of top advisors and leaders from the Greater Boston marketplace, joined forces to launch the Exit Planning Institute Greater Boston Chapter on Wednesday, February 19, 2020… read more