Black Friday has arrived! Get 60% off Summit in San Antonio. Get 50% off Walking to Destiny Books. Get 50% off any 5-Day CEPA program. Get 40% off OwnerRoundtable series. Offers only available to the first ten people to take advantage. Use the links below! Happy holidays! -The team at EPI 50% off Five-Day… read more
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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
The Exit Planning Summit is featured in a different city every year which gives attendees a chance to experience amazing destinations while participating in the annual conference. On top of that, each year our team at the Exit Planning Institute collaborate with local leaders in the host city to identify a local charity or cause… read more
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
Learn how other CEPAs, including our President & CEO Chris Snider, position their practices for increased lead capture, new client onboarding, and client delivery efficiency. Scott Snider stated in his recent article, “As the need for exit planning becomes more prevalent to business owners, the need for high caliber advisors rises as well. Over the past… read more
Hot Topic: Internal Sales to the Younger Family Generation | A Private Equity Perspective A successful transition of ownership to future generations ranks high among concerns of family-owned companies, yet few families understand how they can accomplish this goal, especially when the business is the “nest egg” for the older generation. Buying a business is… read more
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… read more