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.


2018 Announcement: 51 New CEPAs Join Community

The Certified Exit Planning Advisor (CEPA) designation is awarded to those professionals who meet the experience and education requirements, attend the credentialing program, and pass the proctored exam.  The CEPA designation is accepted by more than 18 major designations and organizations, making it the most widely endorsed and accepted exit planning designation in the marketplace today. To… read more

Black Friday Deals are Available Now

Black Friday has arrived! Get 60% off Summit in San Antonio. Get 50% off Walking to Destiny Books. Get 50% off any 5-Day CEPA program. Get 40% off OwnerRoundtable series. Offers only available to the first ten people to take advantage. Use the links below! Happy holidays! -The team at EPI   50% off Five-Day… read more

The Power of Feedback: 2018 EPI Member Survey

Understanding what our members find valuable (and what they do not) is crucial to EPI. As we contemplate the future and aim to make important decisions that will impact the direction of our company, the power of your feedback and the guidance it provides gives us the right focus. “As the Client Experience Manager here at… read more

2018 Announcement: 41 New CEPAs Join Community

The Certified Exit Planning Advisor (CEPA) designation is awarded to those professionals who meet the experience and education requirements, attend the credentialing program, and pass the proctored exam.  The CEPA designation is accepted by more than 18 major designations and organizations, making it the most widely endorsed and accepted exit planning designation in the marketplace today. To… read more

Three Ideas to Jumpstart Your 2019 Strategic Planning and Growth Mindset

Quarter four tends to be a very exciting, pressure-filled time for entrepreneurial advisors. You are pushing to hit and exceed goals while juggling personal commitments and client schedules (…and celebrations that feel like they fill up every remaining free moment). On top of that, whether intentionally or not, you drift into a higher state of… read more

Transition & Exit Options Analysis

As an advisor, are you truly versed in the exit options on the table? Do you know how to recognize an ideal candidate for a specific exit option? Or do you want to build on your knowledge and strengthen this skill? In the next deep dive webinar, Transition & Exit Options Analysis, instructor Sean Hutchinson,… read more

Quick Recap: 2018 North Texas Owners Forum

  Quick Recap: 2018 North Texas Owners Forum The 2018 North Texas Owners Forum was a full-day educational event for business owners and their key partners to hear from award-winning industry leader, Christopher Snider, and a panel of local experts and leaders in the fields of business strategy, exit planning, succession planning, and marketplace trends.… read more

The Unsolicited Offer. What To Do.

Original article contributed from Quantive Valuations [see full article] The Unsolicited Offer: Understand the Buyer, Identify Pitfalls, and Develop a Game Plan Has someone reached out with you to discuss the sale of your company? You’re not alone. Many entrepreneurs and business owners routinely receive unsolicited calls or letters suggesting to buy their company. While… read more

Exit Planning Stories From the Road

  “Complex goals are often best achieved when you are not trying to achieve them directly.” That’s the advice from John Kay, a leading economist and Visiting Professor of Economics at the London School of Economics, a Fellow of St John’s College, Oxford. And it’s very good advice when it comes to exit strategies. Right now, your… read more

Announcement: Six New CEPA Programs for 2019 Registration

EPI Announcement Banner CEPA

The Certified Exit Planning Advisor (CEPA) Program is a five-day executive MBA-style program that trains and certifies qualified professional advisors in the field of exit planning. Developed and taught by a diverse team of over 15 nationally-recognized experts, the CEPA program offers attendees an innovative learning experience, performance-enhancing resources, and the strategic insights and tools… read more

Congratulations to the 2018 Excellence in Exit Planning Award Winners!

The exit planning profession poses unique challenges and opportunities. The advisors leading this industry tend to be more entrepreneurial, display high leadership, and are instrumental in driving best practices for their peers and for business owners themselves.  The closing event at the 2018 Exit Planning Summit is the Excellence in Exit Planning Award Luncheon, where… read more

EPI Advisors Raise $20 Thousand for Alzheimer’s at 2018 Summit Giveback

NASHVILLE, TN – Sept. 25, 2018 — Attendees of the 2018 Exit Planning Summit raised $20,000 for Abe’s Garden at the Annual Summit Giveback through a major silent auction held at the Hilton Nashville Downtown on Monday night. The Exit Planning Institute’s Annual Summit Giveback differs from other Summits in the advisory field. The Summit… read more