Exit Planning Institute

EPI Christmas in July Special

Immerse yourself in the exit planning community this year during our Christmas in July promotion!  Exit Planning Institute is offering three best-in-class exit planning resources to improve your advisory practice and expand your network of advisor connections.

Save over $800 on exit planning courses, conferences, and content During Christmas in July. Purchase your registration to the 2024 Exit Planning Summit before the end of July and receive a Triggering Event Workshop with EPI CEO, Chris Snider. The first 50 people to purchase will also receive a free audiobook of the recently released second edition of Walking to Destiny.

Christmas in July Special Includes

Retails for $2,490, Yours for only $1,595!

The 2024 Exit Planning Summit

The Exit Planning Summit is the premier conference for the exit planning community. Join EPI April 28-30, 2024 at the beautiful JW Marriott Marco Island Beach Resort for three days of exit planning content, and innovative sessions from industry experts.

The Triggering Event Workshop

In this workshop, Exit Planning Institute CEO, Christopher Snider, will take you through the business valuation process. Chris will break down the language, terminology, and numbers involved so that even those who are not certified professionals in the subject can understand what makes a business valuable.

FEATURED ARTICLES

Explore more award-winning content from Exit Planning Institute.

15 Years of Elevating CEPAs at the Exit Planning Summit
15 Years of Elevating CEPAs at the Exit Planning Summit

15 Years of Elevating CEPAs at the Exit Planning Summit

Mar 12, 2026 11:00:00 AM
From Valuation to Value Creation: A Practical Playbook for Closing the Value Gap
From Valuation to Value Creation: A Practical Playbook for Closing the Value Gap

From Valuation to Value Creation: A Practical Playbook for Closing the Value Gap

Mar 10, 2026 11:00:00 AM
Exiting to, Not From: Why Personal Planning Matters in Exit Planning
Exiting To, Not From: Why Personal Planning Matters in Exit Planning

Exiting to, Not From: Why Personal Planning Matters in Exit Planning

Mar 9, 2026 11:00:00 AM
How CEPAs Turn March Madness into a Winning Exit Strategy
How CEPAs Turn March Madness into a Winning Exit Strategy

How CEPAs Turn March Madness into a Winning Exit Strategy

Mar 5, 2026 11:00:00 AM
Why Employee Engagement is a Key Value Driver
Blog graphic titled “Why Employee Engagement Is a Key Value Driver” featuring upward green arrows representing increased business value and organizational growth

Why Employee Engagement is a Key Value Driver

Mar 3, 2026 11:00:02 AM