OWNER ROUNDTABLE SERIES

EXCLUSIVE BENEFIT OF THE OWNER ENGAGEMENT PROGRAM

OwnerRoundtable Series


For CEPAs invested in growing their market impact while deepening client relationships while using education, thought leadership, and best-in-class content. The Owner Engagement Program platform provides you access to licensed owner education content and executive coaching in the areas of exit planning engagement execution and marketing strategy. This level is the only advisor membership in the exit planning industry that offers the newly-released OwnerRoundtable Series, a proven, transformational piece of your business development strategy. In addition to all benefits from Credentialed and Mastermind membership levels, Owner Engagement Program benefits include:

OwnerRoundtable (ORT) Series  (UP TO 5 USERS)

  • Launch Release: Value Maturity Index
  • ORT Marketing: Written event strategy, invitations, digital, email templates
  • ORT Delivery: Scripts, materials, presentations, handouts
  • ORT Training: Virtual training with your executive team
  • ORT Assessment: Initial analysis of existing client opportunity
  • Next Release: 4Cs; Reunion
  • Next Release: Owner Focus Group; Exit Panels


Leveraging a Proven Process with Owners


Once you’ve signed up for the Owner Engagement Program, you will be invited to the next approaching Discovery Day two-day training (hosted at EPI Headquarters) where you will learn how to execute the OwnerRoundtable Series as well as best practices to launching your program.

You will also receive an individualized mini-marketing assessment with EPI’s executive marketing expert(s) and will be able to visualize and formulate in real terms how to come to market and where to begin.


ABOUT THE OWNER ENGAGEMENT PROGRAM

The single biggest challenge facing exit planning advisors today is competition.  But not your typical competition, not the “advisor next door.”  You are up against the greater opponent: DOING NOTHING. The OwnerRoundtable Series, a part of the EPI Owner Engagement Program Membership, is a robust learning asset kit that advisors can leverage in their practice to attract the right clients, quicken the lead-nurture process, and land long-term exit planning engagements.

Contact EPI for Details

Connect with a Facilitator in Your Area


Are you a CEO looking for an OwnerRoundtable session in your area? Are you an advisor looking to collaborate and contribute to a local owner peer group? Connect with an Owner Engagement Licensee in your area now!

Tom Fish

Tom Fish

Springfield, Virginia

Contact Tom

Jon LeDoyen

Jon LeDoyen

Atlanta, Georgia

Contact Jon

Vincent Mastrovito

Vincent Mastrovito

Grand Rapids, Michigan

Contact Vincent

Jayne McQuillan

Jayne McQuillan

Green Bay, Wisconsin

Contact Jayne

Mike Rodman

Mike Rodman

San Diego, California

Contact Mike

Randy Rua

Randy Rua

Hudsonville, Michigan

Contact Randy

Daniel Shaughnessy

Daniel Shaughnessy

Garden City, New York

Contact Dan

Michael Trabert

Michael Trabert

Mayfield Village, Ohio

Contact Mike

Amy Wirtz

Amy Wirtz

Bay Village, Ohio

Contact Amy


Membership Benefits


Your membership with the Exit Planning Institute will provide you with powerful member benefits, available only through EPI, including the knowledge, tools, and skills you will need to deliver exemplary exit planning strategies, advice, and support for your clients.  Your purchase of the Certified Exit Planning Advisor program includes your first year of Credentialed Membership dues; Mastermind and Owner Engagement membership options are available for upgrade.  Explore your benefits by clicking below.

Credentialed Member Benefits