Exit Planning Institute

VIDEO GALLERY

2024 State of the Institute Address

This special edition broadcast featured a 2024 State of the Institute Address from Exit Planning Institute President, Scott Snider. Along with the rest of the world, EPI continues to evolve and adapt to serve the exit planning advisory community. For the first time in 10 years, we  conducted our State of Owner Readiness Research on a National scale. EPI had been researching owner readiness for 10 years in regions such as Los Angeles, Colorado, and Minnesota, as well as 10 other markets with large percentages of entrepreneurial-driven businesses. Now we were ready to look at this on a national scale for the first time since 2013.

This broadcast delved deep into the results of the 2023 National State of Owner Readiness Report and how the evolution of exit planning aligned with our goals of educating business owners and creating significant companies.

Attendees got a first-look at advancements, exit planning market insights, the future for EPI, forecasting 2024 and our 3-year vision, and trends and topics for CEPAs.

Exit Planning Institute Videos

The 2024 Exit Planning Summit heads to Marco Island Florida!

The Exit Planning Summit is the largest Exit Planning conference in the world. Register now and join us this year in Marco Island!

Top Three Reasons to Become a Certified Exit Planning Advisor

Discover the top three reasons to attend the Certified Exit Planning Advisor program, earn the CEPA credential, and enhance your practice in the process. 

Looking for Exit Planning Education and Industry Updates?  

Looking for free exit planning education? Exit Planning Institute offers, whitepapers, case studies, business owner research, and more!

The Champion's Way with Ben Utecht

Ben shares how practicing a championship culture of value and respect can propel you to new heights of success during his 2023 Exit Planning Summit Power Session. Register for the Exit Planning Summit!

Leveraging your Personal Brand with Justin Castelli

Justin will share how to unlock your personal brand which can be the key to growing your business in a new way during his 2023 Exit Planning Summit Power Session. Register for the Exit Planning Summit!

Upping Your Question Game: 25 Questions for Better Client Connections with Meghaan Lurtz  

Meghaan shares not only the different types of questions that are available to advisors, but also about how and when to use them during her 2023 Exit Planning Summit Power Session. Register for the Exit Planning Summit!

Building a Brand with Impact with Michael Sheppard

Michael shares unique brand-building tactics to build awareness and position yourself for success in the community during his 2023 Exit Planning Summit Power Session. Register for the Exit Planning Summit!

The Power of Hype: Become a Celebrity in your Field with Michael Schein

Michael gives you a roadmap you can use to build major buzz around your business so you can serve your clients better during his 2023 Exit Planning Summit Power Session.  Register for the Exit Planning Summit!

The 2023 Exit Planning Summit - A Look Back at the Conference

The 2023 Exit Planning Summit featured three days of exceptional exit planning content with over 650 advisors joining EPI for thought leadership, best-in-class education, and networking. Register for the Exit Planning Summit!

2023 State of the Institute Address

President, Scott Snider shares the state of the exit planning market, M&A considerations, and provides our community of advisors with research that will positively impact their practice.

Why You Should Attend The Exit Planning Summit

The Exit Planning Summit is the premier conference for exit planning advisors and their teams. Register for the Exit Planning Summit!

Next Level Discovery: Learn More With Fewer Questions with Sean Hutchinson

Sean Hutchison presenting Next Level Discovery: Learn More With Fewer Questions a 2022 Exit Planning Summit Main Stage Session. Register for the Exit Planning Summit!

How to Differentiate and Market Yourself to Business Owners with Kiley Peters

Kiley Peters presenting on How to Differentiate and Market Yourself to Business Owners a 2022 Exit Planning Summit Main Stage Session. Register for the Exit Planning Summit!

The Game Changer: From Good to Great with Dr. Fred Johnson

Dr. Fred Johnson presenting  The Game Changer: From Good to Great a 2022 Exit Planning Summit Main Stage Session. Register for the Exit Planning Summit!

The Overlooked Potential of Tapping into Human Nature with Scott Snider

Scott Snider presenting The Overlooked Potential of Tapping into Human Nature a 2022 Exit Planning Summit Power Session. Register for the Exit Planning Summit!

Innovative Ways to Engage Clients and Prospects with Linda Ruffenach

Linda Ruffenach presenting on Innovative Ways to Engage Clients and Prospects a 2022 Exit Planning Summit Power Session. Register for the Exit Planning Summit!

Eat to Lead with Luci Gabel

Luci Gabel presenting Eat to Lead a 2022 Exit Planning Summit Power Session. Register for the Exit Planning Summit!

Next Level Listening: Suspending the Advisor in You with Joe Slatter

Joe Slatter presenting Next Level Listening: Suspending the Advisor in You a 2022 Exit Planning Summit Power Session. Register for the Exit Planning Summit!

The Secret Sauce of Value Creation and the Fourth Leg of the Stool with Mike McGrann

Mike McGrann presenting Secret Sauce of Value Creation and 4th Leg of the Stool a 2022 Exit Planning Summit Power Session. Register for the Exit Planning Summit!

Selecting CEPA Experience

Learn more about the Certified Exit Planning Advisor (CEPA) Program here.

The Business Owner's Dilemma with Ali Nasser

Ali Nasser presenting on The Business Owner's Dilemma a 2022 Exit Planning Summit Power Session. Register for the Exit Planning Summit!

How CEPA Helps M&A Advisors

Learn more about the Certified Exit Planning Advisor (CEPA) Program here.

How CEPA Helps CPAs

Learn more about the Certified Exit Planning Advisor (CEPA) Program here.

How CEPA Helps Consultants

Learn more about the Certified Exit Planning Advisor (CEPA) Program here.

2022 State of the Institute Address

President, Scott Snider shares the state of the exit planning market, M&A considerations, and provides our community of CEPAs with research that will positively impact their practice.

Meet the 2022 Exit Planning Summit Keynote Speaker: Gino Wickman

EPI President, Scott Snider, interviews our Summit Keynote Speaker and the creator of the Entrepreneurial Operating System (EOS), Gino Wickman. Register for the Exit Planning Summit!

How CEPA Helps Financial Advisors

Learn more about the Certified Exit Planning Advisor (CEPA) Program here.

The Exit Planning Summit is back!

We are thrilled to announce The Exit Planning Summit is back! Register for the Exit Planning Summit!

The Common Ground: Are Your Ready for the Fourth Industrial Revolution? with expert Seth Webber

Seth Webber presenting on the EPI Power Session stage at the 2019 Exit Planning Summit. Register for the Exit Planning Summit!

Getting to the Heart of Highly Relevant Matters with “The Counselor” Joe Strazzeri

Joe Strazzeri presenting on the EPI Power Session stage at the 2019 Exit Planning Summit. Register for the Exit Planning Summit!

I Lead Because I Can: A Talk on Servant Leadership with Jim Kubacki

Jim Kubacki presenting on the EPI Power Session stage at the 2019 Exit Planning Summit. Register for the Exit Planning Summit!

Connecting Beyond Networking with Jayne McQuillan

Jayne McQuillan presenting on the EPI Power Session stage at the 2019 Exit Planning Summit. Register for the Exit Planning Summit!

Embracing Conflict: Make Conflict Your “BFF” to Accelerate Trust with Dr. Fred Johnson

Dr. Fred Johnson, award-winning leadership coach, presenting on the EPI Power Session stage at the 2019 Exit Planning Summit. Register for the Exit Planning Summit!

5 Part Edu Series Videos

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5 Part Edu Series Founders Group Part 1

 

5 Part Edu Series Founders Group Part 2

5 Part Edu Series Founders Group Part 3

 

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5 Part Edu Series Founders Group Part 4

5 Part Edu Series Founders Group Part 5

DOWNLOAD THE BROCHURE

Learn more about becoming a Certified Exit Planning Advisor (CEPA).