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.

Marketing Strategy versus Client Delivery?

Man standing at a crossroads

The good news is…you don’t have to choose. Make plans to join the broadcasts this week. The team at Exit Planning Institute is committed to bringing our community the best content in the industry to help them excel in the marketplace.  One way advisors and owners can access this content is through our robust virtual… read more

Are All of These Advisors Exit Planners?

Business meeting charts and statistics

As the need for exit planning becomes more prevalent to business owners, the need for high caliber advisors rises as well. Over the past three years, the exit planning marketplace has experienced growth and change as it responds to the business owner’s needs. Those needs, in part, call for advisors to reinvent themselves into something… read more

12 Recordings for Growing Value

business man crossing finish line

We’ve wrapped up our credentialing program in Atlanta and have added 66 new CEPAs to the community. Big class, very exciting. One of the areas we focused a lot on in discussion this week was not only the core competencies of a Certified Exit Planning Advisor, but also how to educate owners on what to… read more

Applying the Formula for Luck

Women thinking of new ideas

Learn how other CEPAs, including our President & CEO Chris Snider, position their practices for increased lead capture, new client onboarding, and client delivery efficiency. Scott Snider stated in his recent article, “As the need for exit planning becomes more prevalent to business owners, the need for high caliber advisors rises as well. Over the past… read more

ICYMI: An Interview with Chris Snider

microphones for interviews

Chris Snider, CEO, and President of Exit Planning Institute is an award-winning author and creator of the Value Acceleration Methodology. He recently sat down with two members of the exit planning community to share his thoughts, insights, and ideas with the community. Walking to Destiny with Chris Snider I met author Chris Snider at Exit Planning… read more

Management-led Internal Buyouts (A Private Equity Perspective)

Kyle Madden KLH Capital

Before you are a leader, success is all about growing yourself. When you become a leader, success is all about growing others. —Jack Welch The same can be said about growing and exiting a business. Most owners start their business in management positions, eventually growing and stepping into a more strategic role. As the company… read more

Just Released: 2018 Regional State of Owner Readiness | Long Island

Long Island Montauk Point Light

The State of Owner Readiness™ (SOOR) Survey is a research study that collects business attractiveness and owner readiness data for the middle market on a national level. This information is powerful and from that first national survey, conducted in 2013, the movement has taken off. This release marks the first regional research EPI will release… read more

What impact does culture actually have on business value?

Business people in a glass office sitting around a table

As the Millennial generation floods the workforce and places significant value on swift advancement opportunities based on merit, understanding, and embrace of staff individuality, and work/life (or as my millennial eyes see it “life/work”) balance, companies across the world are most interested than ever in developing an environment that attracts, develops, and retains great talent. There is… read more

Creating a Message That Cannot be Ignored

the world in a hand research and technology

Connecting Communities and Changing Owner Outcomes: Wisconsin Chapter of EPI Expands Exit Planning Awareness with Virtual Education Exit planning trends from 2017 are calling for further awareness and education surrounding the topics of value acceleration and exit planning from business owner and advisor alike. One strategy to serve this ever-growing need is by building a… read more

An Educated Owner Becomes a Better Owner and a Better Client

Forming a business team for your exit planning practice

Over time, we have learned from advisors who work with business owners in exit planning that education is the strongest service we can provide. Certainly, it’s an important first step, but throughout the entire process, we are educating owners on how to build value into both their business and personal lives as well as their… read more

Meet the 2018 Exit Planning Summit Title Partner


It is my pleasure to introduce our 2018 Exit Planning Summit Title Partner: BNY Mellon Wealth Management! BNY Mellon Wealth Management strives to work collaboratively with advisors and owners to create strategies that expand exit options and provide holistic solutions. For the second year in a row, their experts and educators will join the Summit… read more

65 Advisors. 25 US States. 3 Countries. 1 Goal: Change the Outcome.

EPI completed the first CEPA program of the year in February and this week 65 advisors passed their proctored examination and have earned the most widely endorsed and accepted exit planning designation in the industry: The Certified Exit Planning Advisor (CEPA). This program also introduced two new members to the expert faculty: Julie Keyes, CEPA, Founder of… read more