Benefits of the CEPA Leadership Cohort

The Exit Planning Institute is proud to continue our partnership with InitiativeOne and now offers our CEPAs the CEPA Leadership Cohort. … read more
The Exit Planning Institute is proud to continue our partnership with InitiativeOne and now offers our CEPAs the CEPA Leadership Cohort. … read more
One of the most popular sessions during our past Summits was CEPA Feud, and we are excited to announce its return this Spring! … read more
EPI will host four expert panels at our 2022 Exit Planning Summit this May in Scottsdale, Arizona. Learn more about these vibrant sessions. … read more
Meet our Exit Planning Summit Power Session Speaker, Mike McGrann. Mike has decades of experience working with family businesses. … read more
Meet 2022 Exit Planning Summit Power Session Speaker, Linda Ruffenach. Linda has over 20 years of experience growing a $100 million business. … read more
We spoke with Giveback Partners, Strazzeri Mancini and The Founders Group, to learn more about the Phoenix Children's Foundation. … read more
What makes for a winning exit planning team? Who should an owner have in their court to effectively transition their company? … read more
Meet 2022 Exit Planning Summit Power Session Speaker, Luci Gabel. Luci has over 20 years of experience in business, leadership, and human health.… read more
Exit Planning Institute continues to celebrate Women’s Month by celebrating Sheila Simmons, Vice President and Financial Advisor with Executive Wealth Partners of UBS… read more
Meet 2022 Exit Planning Summit Power Session Speaker, Joe Slatter, of RFN Advisory Group. … read more