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.


Introducing the EPI Insiders Bash

We are so excited to announce our EPI Insiders Bash! Though the pandemic this year has canceled a lot of in person gatherings, we still understand the importance of fostering connection.… read more

Mastering Exit Planning Webinar Series

Each month, the webinars will surround one specific theme. With a four-part series, we will continue to build upon what we covered in the previous weeks. This gives us an opportunity to build a quality series that more deeply explores critical and relevant topics. … read more

Are You Poised for Exit?

Keyes celebrates the release of her new book, “Poised for Exit: A Woman Entrepreneur’s Guide to Business Transition.” She describes Poised For Exit as, “a small book packed with super valuable information.” … read more

How to Build a Team that Produces Big Results

Mastrovito's piece of advice to a colleague who is looking to hire staff and produce big results in this industry is, "it's important to always look for people who are interested in growing and learning." … read more

Mid-Year Review State of the Institute Address

Over the past 60 days, the whole world has had to pivot, and in this broadcast EPI Vice President Scott Snider discussed the current market position of EPI, the future of CEPAs, forecasting for the rest of 2020 and our 3-year vision, and trends and topics for CEPAs. … read more

2020 EPI Local Chapter Midyear Schedule

From every corner of the United States, local advisors lead projects, host owner-educational events and workshops, and conduct media-grabbing research in an effort to spread exit planning awareness to the millions of business owners nationwide that can benefit from the realization that, whether you are a Baby Boomer or Millennial entrepreneur, exit planning is simply… read more

Not All Heroes Wear Capes: Content Roundup

It is nearing 90 days since EPI Global has adjusted to managing remote teams, launching the EPI Masterclass™, a five-day virtual classroom experience, and shifting the way think about business.… read more

Second Generation Visionaries: How Chopping and Dicing Paved the Way

Brittani Bo Baker, daughter of former NFL Cleveland Browns, Al Bubba Baker, is an entrepreneur we can all learn from. Since eight years old, she’s been working hard and contributing to the success of her family’s restaurant — Bubba’s-Q. “Chop and Dice” Born into a family that is very passionate about food, Brittani learned how… read more