Upcoming Broadcast: A Leadership Showcase of the 9 Excellence in Exit Planning Nominees


More Than a Title: Honoring Leaders Who Lead by Action and Example

leadership is not a position or a title it is action and example

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 their peers and for business owners themselves. Exit planning advisors are pioneers of a changing industry.   Each year, the Exit Planning Institute honors three… 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