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.

Why Every Business Owner Needs a Personal Plan Before Exit
Why Every Business Owner Needs a Personal Plan Before Exit

Why Every Business Owner Needs a Personal Plan Before Exit

May 13, 2026 11:00:00 AM
Hone Your Skills at EPI’s New CEPA Immersion Events
Hone Your Skills at EPI's New CEPA Immersion Events

Hone Your Skills at EPI’s New CEPA Immersion Events

May 12, 2026 11:00:01 AM
How Most Advisors are Unintentionally Sidelining their Most Valuable Clients
How Most Advisors are Unintentionally Sidelining their Most Valuable Clients

How Most Advisors are Unintentionally Sidelining their Most Valuable Clients

May 11, 2026 11:00:00 AM
Introducing CEPA Connect: The New Community for Certified Exit Planning Advisors
Introducing CEPA Connect

Introducing CEPA Connect: The New Community for Certified Exit Planning Advisors

May 7, 2026 11:00:01 AM
Exploring The Brand-New CEPA Membership Tiers
Exploring The Brand-New CEPA Membership Tiers

Exploring The Brand-New CEPA Membership Tiers

May 4, 2026 11:00:00 AM