Monthly Archives: March 2020


EPI Continues Growth in 2020 with 3 More New Hires

As you know, the exit planning industry 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. This week, we are pleased to announce that our team has grown by three,… read more

Book Review: Straight Talk About Planning Your Succession

Straight Talk About Planning Your Succession: A Primer for CEOs is an honest guide and workbook for small to medium business owners to use when they are planning for their exit. It deals with the emotional aspect of excitement, preparing your people, and more. … read more

Business Development Webinar Roundup

EPI is proud to provide hundreds of webinars on technical, business development, and applicable topics each year to thousands of advisors across the globe. In the upcoming webinars, we’ve got experts who specialize in Entrepreneurial Operating System (EOS), growth, and strategy. Make plans to join this month's broadcasts.… read more