4 Ways Selling Your Business is Like a White Elephant Gift Exchange
It may sound simple, but did you know a White Elephant Gift Exchange is very similar to selling your business? … read more
Keep up-to-date with exit planning, succession planning, industry trends, unique specialty insights, and useful content for professional advisors and middle market business owners.
3 Member-Requested Features Coming to Exit Planning Institute’s New Website
After consumer research and a structural capital audit, EPI is excited to announce the launch of our new website this month!… read more
Gain Valuable Actionable Education at the 2023 Exit Planning Summit
The Exit Planning Summit provides attendees with actionable education they can immediately implement in their advisory practices. … read more
It’s Time to Give Back: Incorporating Charitable Intent in Your Exit Plan
As we celebrate GivingTuesday this year, we thought we would share how incorporating a charitable giving plan benefits you and your business.… read more
Celebrating Black Friday with Exit Planning Institute’s Season of Deals
Explore the EPI Season of Deals and see how you could save big on your exit planning education this year! Over $6,000 in savings!… read more
Happy Thanksgiving from the Exit Planning Institute Team
EPI is thankful for the support of our industry partners, the connectedness of our CEPA community, and the talents of each member of our Team … read more
Who Has a Seat at the Table? Creating an Effective Exit Planning Team
Meet the key members of a business owner’s team and how they benefit the owner in their exit planning process. … read more
Discover How 2022 Tax Updates Impact Exit Planning
Staying up to date on changes to tax policy can be the difference between a profitable business exit or an unsuccessful transition. … read more
The Impact of Exit Planning on Successful Family Business Transitions
Do you understand the impact your family dynamics have on your business? How can family conflict derail your business exit?… read more
Exit Planning Institute Announces Updated CEPA Program
EPI heads into the third year of the CEPA Online program and shares some insights into the evolution of its award-winning education.… read more
Expand Your Exit Planning Education
Earning the CEPA Credential is the first step in mastering exit planning. Now is the time to build upon that knowledge with EPI Academy. … read more
Save Big on The 2023 Exit Planning Summit
Learn more about Exit Planning Institute's 2023 Exit Planning Summit and how you can save $1,500 on your registration!… read more