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.

Closing the Gap to Become a Better Advisor: A Case Study
Closing the Gap to Become a Better Advisor: A Case Study

Closing the Gap to Become a Better Advisor: A Case Study

Jun 25, 2025 11:00:00 AM
Circle of Excellence: Profile of Inductee Christopher Cooper
Circle of Excellence: Christopher Cooper on a green and blue gradient background

Circle of Excellence: Profile of Inductee Christopher Cooper

Jul 7, 2025 11:00:00 AM
Helping Owners Find Independence from Their Business
Helping Owners Find Independence from Their Business

Helping Owners Find Independence from Their Business

Jul 3, 2025 11:00:00 AM
The Importance of Collaborative Teams in Exit Planning
The Importance of Collaborative Teams in Exit Planning

The Importance of Collaborative Teams in Exit Planning

Jun 30, 2025 11:00:00 AM
196 CEPAs Join the EPI Network in May 2025

196 CEPAs Join the EPI Network in May 2025

Jun 26, 2025 11:00:00 AM
Closing the Gap to Become a Better Advisor: A Case Study
Closing the Gap to Become a Better Advisor: A Case Study

Closing the Gap to Become a Better Advisor: A Case Study

Jun 25, 2025 11:00:00 AM
Circle of Excellence: Profile of Inductee Christopher Cooper
Circle of Excellence: Christopher Cooper on a green and blue gradient background

Circle of Excellence: Profile of Inductee Christopher Cooper

Jul 7, 2025 11:00:00 AM
Helping Owners Find Independence from Their Business
Helping Owners Find Independence from Their Business

Helping Owners Find Independence from Their Business

Jul 3, 2025 11:00:00 AM
The Importance of Collaborative Teams in Exit Planning
The Importance of Collaborative Teams in Exit Planning

The Importance of Collaborative Teams in Exit Planning

Jun 30, 2025 11:00:00 AM
196 CEPAs Join the EPI Network in May 2025

196 CEPAs Join the EPI Network in May 2025

Jun 26, 2025 11:00:00 AM
Closing the Gap to Become a Better Advisor: A Case Study
Closing the Gap to Become a Better Advisor: A Case Study

Closing the Gap to Become a Better Advisor: A Case Study

Jun 25, 2025 11:00:00 AM
Circle of Excellence: Profile of Inductee Christopher Cooper
Circle of Excellence: Christopher Cooper on a green and blue gradient background

Circle of Excellence: Profile of Inductee Christopher Cooper

Jul 7, 2025 11:00:00 AM
Helping Owners Find Independence from Their Business
Helping Owners Find Independence from Their Business

Helping Owners Find Independence from Their Business

Jul 3, 2025 11:00:00 AM
The Importance of Collaborative Teams in Exit Planning
The Importance of Collaborative Teams in Exit Planning

The Importance of Collaborative Teams in Exit Planning

Jun 30, 2025 11:00:00 AM
196 CEPAs Join the EPI Network in May 2025

196 CEPAs Join the EPI Network in May 2025

Jun 26, 2025 11:00:00 AM
Closing the Gap to Become a Better Advisor: A Case Study
Closing the Gap to Become a Better Advisor: A Case Study

Closing the Gap to Become a Better Advisor: A Case Study

Jun 25, 2025 11:00:00 AM
Circle of Excellence: Profile of Inductee Christopher Cooper
Circle of Excellence: Christopher Cooper on a green and blue gradient background

Circle of Excellence: Profile of Inductee Christopher Cooper

Jul 7, 2025 11:00:00 AM