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.

How Leaders Make or Break a Business

Serving in a leadership position does not make someone a leader. At EPI, we believe in providing each member of our team with professional development opportunities to further their careers. That is where Transformational Leadership Training comes into play.… read more

CEPA Spotlight: Dyanne Ross-Hanson

The Exit Planning Industry encompasses business advisors and consultants from a wide spectrum of disciplines. We spoke with Dyanne Ross-Hanson, Founding Principal of Exit Planning Strategies, LLC., about her extensive career in exit planning, how the CEPA credential has impacted her business, and founding one of the strongest EPI Chapters. … read more