Exit Planning Lessons from Classic Halloween Characters
Exit planning does not have to be scary. With proper planning and strategic thinking, you can avoid the monsters that haunt your business… 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.
Save on CEPA During the EPI Season of Deals
Are you looking to expand your exit planning knowledge base and earn the industry-leading Certified Exit Planning Advisor (CEPA) credential?… read more
National Women’s Small Business Month: An Interview with Kiley Peters
We are highlighting some of the women who work with Exit Planning Institute. Today we feature Kiley Peters. … read more
An Interview with EPI CEO, Christopher Snider
Exit Planning Institute recently sat down with CEO, Christopher Snider, to see how the exit planning profession has grown.… read more
The 2022 EPI Season of Deals
Learn more about Exit Planning Institute's Season of Deals packages and treat yourself to an enhanced practice this year!… read more
The 2023 Exit Planning Summit – Site Launch!
Learn a bit more about the 2023 Exit Planning Summit sessions, speakers, and partners. … read more
National Women’s Small Business Month: An Interview with Nadine Nocero-Tye
We are highlighting some of the women who work with Exit Planning Institute. Today we feature Nadine Nocero-Tye. … read more
EPI Celebrates World Teacher’s Day
October 5 is World Teacher’s Day. To celebrate, we are highlighting some of the Exit Planning Institute Faculty. … read more
Join the New EPI Chicago Chapter
The Exit Planning Institute and advisors from the Illinois marketplace are joining forces to launch the Exit Planning Institute Chicago Chapter.… read more
The EPI Miami Chapter Joins Exit Planning Institute’s Chapter Network
The Exit Planning Institute and advisors from the Florida marketplace are joining forces to launch the Exit Planning Institute Miami Chapter.… read more
Incorporating Business Owner Research into Your Practice
The 2022 Colorado State of Owner Readiness Report can be utilized in multiple ways to build advisor relationships with owner clients. … read more
Entrepreneurship Through Acquisition
EPI supports the Promise Partners Entrepreneurship Through Acquisition Symposium on October 27 at Case Western Reserve University. … read more