CEPAs and their influential networks are changing the way owners think and creating measurable impact in their local markets. As exit planning emphasis rises and becomes top of mind for owners and advisors alike, what can you learn from those in the field that are using CEPA to (1) distinguish their firm in an over-saturated, competitive market, (2) improve the way they interact and engage owners in their specialty, and (3) showcase their thought leadership, gain visibility, and grow impact.
To acknowledge and praise these trailblazing advisors (like you), EPI introduced the annual Excellence in Exit Planning Awards, presented every year at the Exit Planning Summit.
The Excellence in Exit Planning Awards are the highest honors offered in the exit planning industry and are awarded to CEPAs who make significant contributions to the industry, exemplifies the core values and characteristics of EPI and the CEPA designation, while making a uniquely significant impact on the larger exit planning profession on a local, regional, national and/or international scale.
- The Member of the Year Award
- The Leader of the Year Award
- The Peter Christman Exit Planner of the Year Award
The 2018 nominations were overwhelming and we are pleased to announce the nominees and share their stories with you so you can glean insights, identify opportunities for collaboration, and adopt any successful strategies that are working for successful CEPAs.
Exit Planning Institute is the authority in exit planning and value acceleration and Certified Exit Planning Advisors are leading the industry and changing outcomes. The Monthly Member Access series is your opportunity each month to connect with the EPI Global pulse. Register now.