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.


Welcome The Kelley Group to the EPI Partner Network

We are pleased to announce the newest addition to the EPI Partner Network: The Kelley Group (TKG), renowned as the leading coaching company for the financial services industry and has become the leading authority on COI Mastermind Groups and CEO’s in the professional services field. While every person in an advisors’ network is significant to… read more

7 Leadership Fundamentals: Surviving COVID-19

Amid a global pandemic, businesses and teams are looking for ways to re-calibrate and catapult forward. One of these ways has been leaning into leadership. During changing and uncertain times, a team's leadership may be the way they stay afloat and weather the storm of adversity.… read more

A Look Into the EPI Conejo Valley Chapter Launch

The Exit Planning Institute™, in cooperation with collaborative team of top advisors and leaders from the Conejo Valley marketplace, are joining forces to launch the Exit Planning Institute Conejo Valley Chapter on Thursday, July 30, 2020 hosted virtually on Zoom. … read more

EPI Masterclass Experiences

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

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