Incorporating Business Owner Research into Your Practice
The 2022 Colorado State of Owner Readiness Report can be utilized in multiple ways to build advisor relationships with owner clients. … 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.
Entrepreneurship Through Acquisition
EPI supports the Promise Partners Entrepreneurship Through Acquisition Symposium on October 27 at Case Western Reserve University. … read more
10 Conferences Professional Advisors Should Attend in 2022-2023
Exit Planning Institute compiled a list of the top conferences for professional advisors to attend in 2022-2023. … read more
Am I Going the Right Way? The Maze of Exiting Your Business
While you might get stuck in a corn maze or two this fall, don’t get stuck in an unsuccessful business exit.… read more
10 Pain Points Owners Run Into Before Selling Their Business
We spoke with four Certified Exit Planning Advisors (CEPAs) to gain a deeper understanding of the top 10 pain points business owners face before they exit their business. … read more
2023 Exit Planning Institute Programs
View our upcoming CEPA Online Programs, learn about new EPI Academy courses, and register for the 2023 Exit Planning Summit!… read more
Join the New EPI Cincinnati Chapter!
Exit Planning Institute and advisors from the Cincinnati marketplace are launching the Exit Planning Institute Cincinnati Chapter… read more
The 2022 Colorado State of Owner Readiness Report is Released!
See how prepared Colorado owners are to exit their business, read key insights from Exit Planning Institute President, Scott Snider, and how this data will positively impact all Colorado businesses… read more
Be the Quarterback of an Owner’s Advisory Team
Learn how a Certified Exit Planning Advisor (CEPA) acts as an owner’s quarterback during their business exit. … read more
The Family Business Advisory Team: Is Your Business Set Up for Success?
Do you understand the impact your family dynamics have on your business? How can family conflict derail your business exit?… read more
What Makes a Good Book?
What makes a good book? We spoke to Julie Keyes and Justin Goodbread, EPI Faculty Members and published authors to learn more.… read more
Announcing Exit Planning Institute’s New Business Owners Forums
Learn more about our improved Business Owners Forum events and attend a Chapter event in your area!… read more
