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.

5 Mistakes that Decrease the Value of Your Client’s Business
5 Mistakes that Decrease the Value of Your Client's Business

5 Mistakes that Decrease the Value of Your Client’s Business

Sep 3, 2025 11:00:00 AM
Accounting Principles as the Quarterback Leading the Financial Leg of the Stool: A Case Study
Accounting Principles as the Quarterback: Leading the Financial Leg of the Stool

Accounting Principles as the Quarterback Leading the Financial Leg of the Stool: A Case Study

Sep 1, 2025 11:00:00 AM
Back to School, Back to CEPA
Back to School, Back to CEPA woman on laptop studying

Back to School, Back to CEPA

Aug 28, 2025 11:00:00 AM
The Advisor's Dilemma: When Your Toolkit Isn't Enough
The Advisor's Dilemma: When Your Toolkit Isn't Enough

The Advisor's Dilemma: When Your Toolkit Isn't Enough

Aug 27, 2025 11:00:00 AM
The Importance of the Personal Leg of the Stool with Jerome Myers
The Importance of the Personal Leg of the Stool with Jerome Myers

The Importance of the Personal Leg of the Stool with Jerome Myers

Aug 26, 2025 11:00:00 AM