Our CEO Chris Snider sat down with Dan Doran of Quantive for their first episode of their brand-new podcast series, “The Deal – Unscripted” to talk about exit planning, the three legs of the stool and the types of important conversations all CEPAs should be having with their clients. Be sure to tune in! … read more
Creating Lasting Change: The Advantages of Peer Learning This week, EPI hosted another executive strategy discovery training for the newest CEPAs a part of the Owner Engagement Membership, an elite group of advisors who conduct education and lead owner peer learning groups in regions across the country. During this two-day session, CEO Christopher Snider and… read more
The Certified Exit Planning Advisor (CEPA) designation is awarded to those professionals who meet the experience and education requirements, attend the credentialing program, and pass the proctored exam. The CEPA designation is accepted by more than 18 major designations and organizations, making it the most widely endorsed and accepted exit planning designation in the marketplace today. To… read more
Last year, EPI introduced the Power Sessions at the Exit Planning Summit in Nashville! Inspired by TED, the global community bringing you ‘ideas worth sharing,’ seven speakers from diverse areas of expertise took the main stage and delivered hyperfocused talks that challenged the advisory community in attendance to tackle common industry pitfalls head on. Following… read more
