Unique to the EPI network, PMI Advisors stays strictly focused on business operations. Positioned to augment you as the trusted advisor (not displace). PMI drives enterprise improvements that prep the business for a successful sale while looking to the Wealth Advisor, Investment Banker, Accountant, Attorney, or CEPA managing the engagement to lead the personal, wealth, and financial vision for the owner.
Knowing that advanced enterprise operational knowledge and expertise can be challenging, PMI employs 40 team members and experts on a nationwide basis across a wide spectrum of business functional areas.
- Work alongside wealth advisors, attorneys, investment bankers and accountants
- Strictly focus on optimizing business value
- Participate in Business Development
About the Summit:
Every year, the EPI community gathers the top 200+ advisors from across the industry (and the world) at the Exit Planning Summit. A major part of the Summit experience and value is that EPI has built a strong, collaborative network of solution providers specifically geared toward supporting advisors like you in changing the outcome for exiting middle market business owners.