Marketing for the Professional Advisor Masterclass
Exit Planning Institute is thrilled to announce our collaboration with RAYNE IX in our Marketing for the Professional Advisor Masterclass. … 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.
Top Women Wealth Advisors of 2021 – Celebrating CEPA Women in Finance
How many Certified Exit Planning Advisors (CEPAs) are on the list of 1,000 Women in Forbes "America's Top Women Wealth Advisors" for 2021? … read more
Scott Snider has been Accepted into the Forbes Business Council
Join us in congratulating Exit Planning Institute President, Scott Snider, on his acceptance to the Forbes Business Council. This Council is the foremost growth and networking organization for successful business owners and leaders worldwide.… read more
Business Valuations – The Most Intriguing Topic for Professional Advisors
We asked Exit Planning Advisors, "As a professional advisor to owners, which business topic most intrigues you?" … read more
A Look Back at Top Exit Planning Institute Articles
We have shared over 50 articles pertaining to the Exit Planning industry in the first six months of 2021. We thought we would save you some scrolling and share some of our favorite articles from the first half of the year.… read more
How Many CEPAs Were Active in the Market in 2013? – LinkedIn Trivia Results
We asked Exit Planning Advisors, "In 2013 when the Value Acceleration Methodology was introduced, how many CEPAs where active in the market?"… read more
Scott Snider Named President of Exit Planning Institute
Scott Snider has been named Exit Planning Institute President. Read more about the future of EPI and the growth mindset Scott will bring.… read more
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
What is the Most Effective Way to Educate a Business Owner on the Importance of Exit Planning and Value Growth? – LinkedIn Poll Results
Last week we asked our Advisor community, "What is the Most Effective Way to Educate a Business Owner on the Importance of Exit Planning and Value Growth?"… 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
What are Gen Xer’s views on Money?- LinkedIn Trivia Results
Last week we asked our Advisor community, "According to West Midland Family Center, Gen Xers views on money are which of the following?"… read more
Memorial Day – Celebrating Veteran Business Owners
This Memorial Day, Exit Planning Institute honors all military veterans, both living and deceased, who have served the United States of America. We spoke with Ben VerWys, Founder and Senior Financial Advisor of Fiduciary Financial Advisors, about his path from the United States Navy to Financial Entrepreneur. … read more
