Exit planning is a community, not a competition. Collaboration among advisors and partners is critical when helping a business owner build transferable value while aligning their business, personal and financial goals. CEPAs are united around one core methodology and process. They believe in one organizing principle and they share common goals. It is not a one tool fits all marketplace or solution. Good exit planning allows for the integration of many.
In this session, Joshua Koza, EPI Client Experience Manager, will provide an overview of these collaborative and industry-leading partners that CEPAs are able to utilize to effectively execute Value Acceleration with their business owner clients and drive results.
These partners, a part of our Exit Solutions Marketplace, provide CEPAs with delivery and assessment tactics and tools, project and engagement management systems, marketing solutions and strategic advice, revenue generating opportunities, educational platforms, and content, and a set of unique expertise to effectively engage and help business owners in exit planning. Through this powerful community, CEPAs are changing the outcomes for business owners.Explore the Partner Network
About Monthly Member Access Series:
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.