Keyes celebrates the release of her new book, “Poised for Exit: A Woman Entrepreneur’s Guide to Business Transition.” She describes Poised For Exit as, “a small book packed with super valuable information.” … read more
Mastrovito's piece of advice to a colleague who is looking to hire staff and produce big results in this industry is, "it's important to always look for people who are interested in growing and learning." … read more
Maximize Business Value: Begin with the Exit in Mind is a road map that business owners can use to maximize their value and begin moving toward a successful transition. This was a very quick read, and only took me about three hours total to finish. … read more
Over the past 60 days, the whole world has had to pivot, and in this broadcast EPI Vice President Scott Snider discussed the current market position of EPI, the future of CEPAs, forecasting for the rest of 2020 and our 3-year vision, and trends and topics for CEPAs. … read more
EPI Masterclass | May Class of 2020: Join in congratulating and welcoming the 108 newest advisors to join the growing exit planning community!… read more
From every corner of the United States, local advisors lead projects, host owner-educational events and workshops, and conduct media-grabbing research in an effort to spread exit planning awareness to the millions of business owners nationwide that can benefit from the realization that, whether you are a Baby Boomer or Millennial entrepreneur, exit planning is simply… read more
It is nearing 90 days since EPI Global has adjusted to managing remote teams, launching the EPI Masterclass™, a five-day virtual classroom experience, and shifting the way think about business.… read more
Brittani Bo Baker, daughter of former NFL Cleveland Browns, Al Bubba Baker, is an entrepreneur we can all learn from. Since eight years old, she’s been working hard and contributing to the success of her family’s restaurant — Bubba’s-Q. “Chop and Dice” Born into a family that is very passionate about food, Brittani learned how… read more
EPI Masterclass | April Class of 2020: Join in congratulating and welcoming the 189 newest advisors to join the growing exit planning community!… read more
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
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
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
