Where We Have Been, Where We Are Going


Exit Planning Awareness Across the Country

We cannot believe it is June 1, it has been a busy year for exit planning.  You may have seen us across the country, in your region or we may be coming your way soon. The Exit Planning Institute is committed to providing best industry content, ongoing practice support, and owner education resources. In order… read more

Your Insider’s Look: 2019 Exit Planning Summit

The 2019 Exit Planning Summit is the most significant advisor event in the industry with a massive lineup of education, activities, and events to experience in a few short days. On top of 6-star rated education, once-in-a-career keynote sessions, charitable fundraising, and influential networking, the Summit connects you with premier exit planning providers and partners,… read more

2019 National Small Business Week

[May 5-11, 2019] It is 2019 National Small Business Week! As an education company that trains advisors on how to help create exit readiness in privately-held businesses, EPI wants to spread the word and ask you to join us in spreading awareness. According to reliable data sources, small businesses employ half of the American workforce.… read more

Spreading Exit Planning Awareness: 2019 The Gathering in Southern California

On Friday, February 22, Christopher and Scott Snider combined forces to deliver an interactive keynote speech at the fifteenth Gathering, hosted by the Southern California Institute. Their speech was a deep-dive into Snider’s recently released ebook, Fishing for Value: A Short Story about Succession Planning, Business Growth, and Exit, which complemented the conference’s theme of… read more

Transition & Exit Options Analysis

As an advisor, are you truly versed in the exit options on the table? Do you know how to recognize an ideal candidate for a specific exit option? Or do you want to build on your knowledge and strengthen this skill? In the next deep dive webinar, Transition & Exit Options Analysis, instructor Sean Hutchinson,… read more

Quick Recap: 2018 North Texas Owners Forum

  Quick Recap: 2018 North Texas Owners Forum The 2018 North Texas Owners Forum was a full-day educational event for business owners and their key partners to hear from award-winning industry leader, Christopher Snider, and a panel of local experts and leaders in the fields of business strategy, exit planning, succession planning, and marketplace trends.… read more

Exit Planning Stories From the Road

  “Complex goals are often best achieved when you are not trying to achieve them directly.” That’s the advice from John Kay, a leading economist and Visiting Professor of Economics at the London School of Economics, a Fellow of St John’s College, Oxford. And it’s very good advice when it comes to exit strategies. Right now, your… read more