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.

Just Released: 2018 Regional State of Owner Readiness | Long Island

Long Island Montauk Point Light

The State of Owner Readiness™ (SOOR) Survey is a research study that collects business attractiveness and owner readiness data for the middle market on a national level. This information is powerful and from that first national survey, conducted in 2013, the movement has taken off. This release marks the first regional research EPI will release… read more

What impact does culture actually have on business value?

Business people in a glass office sitting around a table

As the Millennial generation floods the workforce and places significant value on swift advancement opportunities based on merit, understanding, and embrace of staff individuality, and work/life (or as my millennial eyes see it “life/work”) balance, companies across the world are most interested than ever in developing an environment that attracts, develops, and retains great talent. There is… read more

Creating a Message That Cannot be Ignored

the world in a hand research and technology

Connecting Communities and Changing Owner Outcomes: Wisconsin Chapter of EPI Expands Exit Planning Awareness with Virtual Education Exit planning trends from 2017 are calling for further awareness and education surrounding the topics of value acceleration and exit planning from business owner and advisor alike. One strategy to serve this ever-growing need is by building a… read more

An Educated Owner Becomes a Better Owner and a Better Client

Forming a business team for your exit planning practice

Over time, we have learned from advisors who work with business owners in exit planning that education is the strongest service we can provide. Certainly, it’s an important first step, but throughout the entire process, we are educating owners on how to build value into both their business and personal lives as well as their… read more

Meet the 2018 Exit Planning Summit Title Partner


It is my pleasure to introduce our 2018 Exit Planning Summit Title Partner: BNY Mellon Wealth Management! BNY Mellon Wealth Management strives to work collaboratively with advisors and owners to create strategies that expand exit options and provide holistic solutions. For the second year in a row, their experts and educators will join the Summit… read more

65 Advisors. 25 US States. 3 Countries. 1 Goal: Change the Outcome.

EPI completed the first CEPA program of the year in February and this week 65 advisors passed their proctored examination and have earned the most widely endorsed and accepted exit planning designation in the industry: The Certified Exit Planning Advisor (CEPA). This program also introduced two new members to the expert faculty: Julie Keyes, CEPA, Founder of… read more

How to start the exit planning conversation.

Man thinking

Most owners don’t start their business with the end in mind. Getting a company off the ground is a feat in and of itself.  By the time the owners hit their 50s or 60s, they are now thinking of how to reap the long-lasting benefits of their business into retirement. An exit doesn’t have to… read more

Congratulations to the 2017 Excellence in Exit Planning Award Winners!

The closing event at the 2017 Exit Planning Summit is the Excellence in Exit Planning Award Luncheon where our Vice President, Scott Snider, takes the stage and recognizes those exit planners that are making a remarkable impact on the local and global community. It was an incredible closing note to an ever-eventful Summit and we’d… read more

Congratulations to the 2016 Excellence in Exit Planning Award Winners!

2016 Award Winners

The closing event at the International Summit was the Excellence in Exit Planning Award Luncheon where our Vice President, Scott Snider, took the stage and inspired us with a motivational discussion on Relentless Execution and recognized those exit planners that are making a remarkable impact on the local and global community. Congratulations to the 2016… read more