[Atlanta, GA] CEPA Program Sellout

The Atlanta Certified Exit Planning Advisor program scheduled for the week of July 19 has hit capacity and sold out. This is the first time in EPI history that a CEPA program has sold out and has almost 90 scheduled attendees. The Certified Exit Planning Advisor (CEPA) Program is a five-day executive MBA-style program that trains… read more

In Case You Missed It: Best Industry Content

The Exit Planning Institute believes in constant professional development. You can always continue to learn and grow. We strive to bring you consistent, thought-provoking, and topical broadcasts, to help you, your business, and your clients. EPI is proud to provide different avenues for top technical, business development, and applicable topics each month to thousands of… read more

[Cleveland, OH] Exit Planning Institute Community Event

As the exit planning industry continues to rapidly grow, so does the EPI team. Back in February, the Exit Planning Institute moved into a new home in order to support the quickly expanding team. In 2019, EPI has welcomed Joe Klauer, Member Experience Representative, and Scott Lang, Business Development Manager, and is planning to add… read more

2019 EPI Local Chapter Midyear Schedule

In 2007, Chris Snider, President, and CEO of the Exit Planning Institute started the first local chapter in Northeast Ohio, becoming the first-ever Chapter President. In 2019, The Exit Planning Institute (EPI) supports more than 20 local chapters from coast-to-coast (and counting). Every chapter is a hub for advisors, leaders, and experts to network with… read more

OwnerRoundtable Education: Filling the Room with Creative Ideas

Creating Lasting Change: EPI Welcomes Three New Facilitators Conducting the Owner Engagement Discovery Day at the EPI headquarters is a unique experience. The experts, facilitators, and CEPAs who attend fill the room with creative ideas while they learn to create successful business owner peer groups. The owner engagement membership has grown and now supports roughly… read more

Owner Case Study Virtual Deep Dive Series

The Exit Planning Institute is launching the Advanced Deep Dive webinar series this month. This year the series focuses on the multiple aspects of exit planning as it directly relates and applies to Chuck Burrows and his company Burrows Ltd. in the owner eBook, Fishing for Value: A Short Story on Succession Planning, Business Growth… read more