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.


May Business Development Webinar Roundup

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

Team Roles: Which One Do You Play?

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

April EPI Masterclass: Reflections from Attendees

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

Do You Know the Top 4 Things on CEOs Minds Right Now?

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

EPI Announcement: EPI Masterclass is New, Reinvented Way Learn (and Earn CEPA) Online

EPI Masterclass Announcement CEPA Online

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

Not All Heroes Wear Capes: Supporting the Business Community

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

Ten Essentials for Leading Well in Tough Moments

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

EPI Continues Growth in 2020 with 3 More New Hires

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

Book Review: Straight Talk About Planning Your Succession

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

Business Development Webinar Roundup

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

A Look Into the EPI Greater Boston Chapter Relaunch

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