A Celebration of Leadership: Announcing the Three 2018 Excellence in Exit Planning Honorees


Congratulations to the 2018 Excellence in Exit Planning Award Winners!

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.  The closing event at the 2018 Exit Planning Summit is the Excellence in Exit Planning Award Luncheon, where… read more

EPI Advisors Raise $20 Thousand for Alzheimer’s at 2018 Summit Giveback

NASHVILLE, TN – Sept. 25, 2018 — Attendees of the 2018 Exit Planning Summit raised $20,000 for Abe’s Garden at the Annual Summit Giveback through a major silent auction held at the Hilton Nashville Downtown on Monday night. The Exit Planning Institute’s Annual Summit Giveback differs from other Summits in the advisory field. The Summit… read more

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

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