EPI is proud to provide hundreds of webinars on technical, business development, and applicable topics each year to thousands of advisors across the globe. In the upcoming webinars, we’ve got experts who specialize in Entrepreneurial Operating System (EOS), growth, and strategy. Make plans to join this month's broadcasts.… read more
Since wrapping up our April EPI Masterclass, our team has been combing through feedback, responses, and questions so we can make the experience even better next time. One attendee of the EPI Masterclass asked the following question, “Can a CEPA business consultant be the quarterback?” Who is the Quarterback? In response to the attendee’s question,… read more
Understanding what our attendees find valuable (and what they do not) is crucial to EPI. The power of feedback and guidance provides gives us the right focus. As one of our core values, feedback helps us continue to uphold our brand promise: best content in the industry, ongoing support and advisor development, and provide a platform… read more
Why what we did these past 30 days is bigger than the product. In mid-March, the entire world as we knew it was changed. The professional education industry, which was performing at a historical high, flatlined. As the sweeping stay-at-home orders changed our daily lives and our careers as we knew them, we were forced… read more
On Wednesday morning, our leader, Scott Snider, was in his quarterly closed-door meeting with his formal CEO peer group (typically CEBI International groups meet face-to-face with CEOs from a regional area; of course, this week it was hosted on Zoom #socialdistancing). COVID-19 Affect on CEOs Each person was sharing how they were dealing with the… read more
Empowering Advisors and Owners to use exit planning as business strategy…now more than ever. The past thirty days have disrupted normalcy as we know it; as individuals, families, business professionals, breadwinners, community leaders, and business owners. Businesses have been thrown into such tumultuous circumstances. Hour-by-hour, new information is released (some bad, some good). On top… read more
Because of the COVID-19 worldwide pandemic, we know that not all heroes wear capes. Members of the EPI community have certainly proven themselves as heroes during this time as they support the business community. As we continue to navigate the current changing conditions, EPI is dedicated to providing you with relevant information to help support… read more
Original article contributed from InitiativeOne [see full article] Catch Up: With InitiativeOne CEO and Founder on the Weekly Update Live Broadcast! Listen Now. Dr. Fred Johnson with Joe Seetoo at the 2019 Exit Planning Summit. During the Great Recession, many companies sought my advice for proceeding through uncertainty which had rattled their employees, thus accelerating… read more
As you know, the exit planning industry is growing rapidly as the needs of the middle market continue to climb. Exit Planning Institute is proud to support the needs of Certified Exit Planning Advisors (CEPA) and the profession as a whole. This week, we are pleased to announce that our team has grown by three,… read more
Straight Talk About Planning Your Succession: A Primer for CEOs is an honest guide and workbook for small to medium business owners to use when they are planning for their exit. It deals with the emotional aspect of excitement, preparing your people, and more. … read more
EPI is proud to provide hundreds of webinars on technical, business development, and applicable topics each year to thousands of advisors across the globe. In the upcoming webinars, we’ve got experts who specialize in Entrepreneurial Operating System (EOS), growth, and strategy. Make plans to join this month's broadcasts.… read more
The Exit Planning Institute™, in cooperation with collaborative team of top advisors and leaders from the Greater Boston marketplace, joined forces to launch the Exit Planning Institute Greater Boston Chapter on Wednesday, February 19, 2020… read more
