EPI is Pleased to Welcome 87 New Advisors to the CEPA Community
EPI Masterclass | June Class of 2020: Join in congratulating and welcoming the 88 newest advisors to join the growing exit planning community!… read more
EPI is Pleased to Welcome 87 New Advisors to the CEPA Community
Mastering Exit Planning Webinar Series
Each month, the webinars will surround one specific theme. With a four-part series, we will continue to build upon what we covered in the previous weeks. This gives us an opportunity to build a quality series that more deeply explores critical and relevant topics. … read more
Are You Poised for Exit?
Keyes celebrates the release of her new book, “Poised for Exit: A Woman Entrepreneur’s Guide to Business Transition.” She describes Poised For Exit as, “a small book packed with super valuable information.” … read more
How to Build a Team that Produces Big Results
Mastrovito's piece of advice to a colleague who is looking to hire staff and produce big results in this industry is, "it's important to always look for people who are interested in growing and learning." … read more
Book Review: Maximize Business Value: Begin with the Exit in Mind
Maximize Business Value: Begin with the Exit in Mind is a road map that business owners can use to maximize their value and begin moving toward a successful transition. This was a very quick read, and only took me about three hours total to finish. … read more
Mid-Year Review State of the Institute Address
Over the past 60 days, the whole world has had to pivot, and in this broadcast EPI Vice President Scott Snider discussed the current market position of EPI, the future of CEPAs, forecasting for the rest of 2020 and our 3-year vision, and trends and topics for CEPAs. … read more
EPI is Pleased to Welcome 108 New Advisors to the CEPA Community
EPI Masterclass | May Class of 2020: Join in congratulating and welcoming the 108 newest advisors to join the growing exit planning community!… read more