2021 New Year’s Resolutions
December 31st is the last day of 2020! What has been a whirlwind of a year will finally come to an end and hopefully we can look forward to only positive experiences in 2021.… 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.
The Value Acceleration Methodology – The Perfect Gift Wrapping
Like shopping for holiday gifts, you know exactly what you would like, you just have no clue how to package it nicely. That is where a CEPA (Certified Exit Planning Advisor) comes in. A CEPA is responsible for taking your business and putting a nice bow on it. … read more
The Twelve Days of EPI Christmas
You have probably heard the classic Christmas song, “The 12 Days of Christmas” at least once in your lifetime. Partridges, Turtle Doves, French hens, Swans, and few other species of birds are just a few of the gifts brought to you by your “true love”. If you are like me, Marketing Coordinator Colleen Kowalski, and… read more
EPI is Pleased to Welcome 175 New Advisors to the CEPA Community
EPI Masterclass | November Class of 2020: Join in congratulating and welcoming the 175 newest advisors to join the growing exit planning community!… read more
Prepare for Your Financial Future by Making a Gingerbread House
One thing is for sure, if you do not plan accordingly, your house will never end up how you imagined. And if you do not have enough "dough", your house will be a lot smaller than you dreamed.… read more
Benefits of a Pet Friendly Office
Pet Friendly offices have been a growing trend in businesses across the country. A pet friendly environment has been proven to enhance productivity, drive collaboration between teams, and generally make for a happier office.… read more
EPI MythBusters – I Don’t Need a Detailed Exit Plan Because my Daughter Will Take Over the Family Business
Family run companies need to have alignment between family members and management when it comes to the business vision and plans. … read more
EPI Black Friday Packages
Here at EPI, we have four amazing Black Friday Packages for this year. We are changing course and offering a variety of Black Friday promotions for virtual events, membership upgrades, book offers, and access to amazing content libraries. … read more
EPI MythBusters – You Can Solve Issues in Your Business During the Sale Process
It can be hard to objectively see the imperfections your business may have and know how to solve them, but waiting until it is time to sell is the wrong solution. Make sure you maximize your exit options by getting the skeletons out of your closet. … read more
How COVID-19 has Impacted Black Friday
Here at EPI, we have four amazing Black Friday Packages for this year. We are changing course and offering a variety of Black Friday promotions for virtual events, membership upgrades, book offers, and access to amazing content libraries. … read more
EPI MythBusters – I Don’t Need a CEPA because I am not Planning on Exiting My Business Soon…
There is no one “Right Time” to exit a business. But to be ready to exit your business at any time and receive the most capital from a potential buyer, you need to have a solidified exit plan in place.… read more
EPI is Pleased to Welcome 160 New Advisors to the CEPA Community
EPI Masterclass | October Class of 2020: Join in congratulating and welcoming the 160 newest advisors to join the growing exit planning community!… read more
