Owner Engagement Mid-Year Summit

[Event Recap] Owner Engagement program Mid-Year Summit

First Ever Mid-Year Summit: Eleven Leaders Meet to Collaborate On July 11-12, 2019, the Exit Planning Institute hosted members of the Owner Engagement program for the first annual Owner Engagement Mid-Year Summit in Cleveland, OH. This gathering served as an opportunity for the group to gather face-to-face, supplementing their monthly virtual gatherings, for collaboration, idea… read more

Is the M&A Window Closing?

Original article contributed from Quantive Valuations [see full article] How long can a good thing last? So here we are, halfway through 2019 and judging by the commentary from various talking heads, press releases, and my good friends in wealth management, it seems we really have no idea how strong the economy is. Maybe I’m… read more

Experts Teaching Experts

Exit planning is not one size fits all, it requires the right team. While you are the expert in your space, this is your chance to hear from those across the industry. There are six more broadcasts left in the Ask the Expert webinar series. Whether or not you’re coming to the 2019 Summit, don’t… read more

[Cleveland, OH] Exit Planning Institute Community Event Recap

On July 10, the Exit Planning Institute hosted an Open House to celebrate the moving of its headquarters. Members and Advisors came from all over to support EPI and explore the new space. The Open House was a great way for members of the EPI network to meet the newest members of the team face… read more

Best Practices Mastermind Webinar Series

The Exit Planning Institute is launching the Best Practices Mastermind webinar series this month. This series will explore the five personas of the 2018 Power Sessions: The Collaborator The Marketer The Inquisitor The Brander The Strategist Leveraging the wisdom of the TED-style speech and the knowledge that short, compelling talks that challenge the status quo… read more

[Inside Look] Behind Evolve

When the Exit Planning Institute Executive team comes together to brainstorm the Summit theme each year, there are many factors that come into play. It causes the team to focus on our goals and look ahead to where we, as a company, are headed. This year, the Summit theme is Evolve. Increase your credibility. Enhance… read more

Celebrations and Updates

In observance of Independence Day, the EPI team was out of office Thursday and Friday this past week. We apologize if we have missed you! Our entire team will be back in office Monday, July 8 to fulfill any unanswered requests or inquires. Although we are not available to help you right now, here are… read more

The EPI Team Grows

As you know, the exit planning is growing rapidly as the needs of the middle market continue to climb. Exit Planning Institute is proud to support the needs of Certified Exit Planning Advisors (CEPA) and the profession as a whole. We are pleased to introduce you to Scott Lang! He is the newest member of… read more