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.

Introducing EPI’s New Member Experience Team
Introducing EPI's New Member Experience Team

Introducing EPI’s New Member Experience Team

Jan 12, 2026 11:00:02 AM
Why You Need a CEPA as the Quarterback on Your Exit Planning Team
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Why You Need a CEPA as the Quarterback on Your Exit Planning Team

Jan 8, 2026 11:00:00 AM
Plan Your Trip to Nashville for the 2026 Exit Planning Summit
Plan Your Trip to Nashville (Everything You Need to Know)

Plan Your Trip to Nashville for the 2026 Exit Planning Summit

Jan 5, 2026 11:00:00 AM
Your Guide to Maintaining Your Exit Planning New Year’s Resolutions
Your Guide to Maintaining Your Exit Planning New Year's Resolution title on blue text on white background with businessman main image

Your Guide to Maintaining Your Exit Planning New Year’s Resolutions

Jan 1, 2026 11:00:00 AM
Are You and Your Business Owner Clients Prepared for 2026?
Are You and Your Business Owner Clients Prepared for 2026?

Are You and Your Business Owner Clients Prepared for 2026?

Dec 29, 2025 11:00:00 AM