5 Questions to Ask Before Selecting a Professional Advisor Conference
There are countless conferences you could attend. With so many options to choose from, an issue can arise: Which conference do you attend?… 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.
Benefits of the CEPA Leadership Cohort
The Exit Planning Institute is proud to continue our partnership with InitiativeOne and now offers our CEPAs the CEPA Leadership Cohort. … read more
CEPA Feud is Back!
One of the most popular sessions during our past Summits was CEPA Feud, and we are excited to announce its return this Spring! … read more
4 Innovative Panel Sessions at The 2022 Exit Planning Summit – And How They Will Benefit Your Business
EPI will host four expert panels at our 2022 Exit Planning Summit this May in Scottsdale, Arizona. Learn more about these vibrant sessions. … read more
The Secret Sauce of Value Creation and The Fourth Leg of the Stool
Meet our Exit Planning Summit Power Session Speaker, Mike McGrann. Mike has decades of experience working with family businesses. … read more
Innovative Ways to Engage Clients & Prospects
Meet 2022 Exit Planning Summit Power Session Speaker, Linda Ruffenach. Linda has over 20 years of experience growing a $100 million business. … read more
The 2022 Exit Planning Summit Charity Giveback
We spoke with Giveback Partners, Strazzeri Mancini and The Founders Group, to learn more about the Phoenix Children's Foundation. … read more
The Key Players on a Winning Team
What makes for a winning exit planning team? Who should an owner have in their court to effectively transition their company? … read more
Eat to Lead: Meet Luci Gabel
Meet 2022 Exit Planning Summit Power Session Speaker, Luci Gabel. Luci has over 20 years of experience in business, leadership, and human health.… read more
Shining a Spotlight on Minority-Owned Businesses
Exit Planning Institute continues to celebrate Women’s Month by celebrating Sheila Simmons, Vice President and Financial Advisor with Executive Wealth Partners of UBS… read more
Next Level Listening
Meet 2022 Exit Planning Summit Power Session Speaker, Joe Slatter, of RFN Advisory Group. … read more
What is The Business Owner’s Dilemma?
Meet 2022 Exit Planning Summit Power Session Speaker, Ali Nasser. Ali Nasser is a passionate entrepreneur, communicator, and life enthusiast.… read more
