A New Way to Think About the Owner

An intermediate to advanced program level series presented by industry experts.

Preparing for the Exit Planning Summit


This year the Exit Planning Summit will, once again,  feature interactive case study breakout sessions. These sessions will take a deeper dive into the eBook, Fishing for Value: A Short Story on Succession Planning, Business Growth and Exit. Including new insights into Barrows Ltd financial, business, and personal pre-exit action plans. You can prep for these sessions by attending the upcoming Advanced Deep Dive broadcasts.

The series focuses on the multiple aspects of exit planning as it directly relates and applies to Chuck Burrows and his company Burrows Ltd. There are two broadcasts you can attend before the Exit Planning Summit, August 27 and September 17 from 1:00-3:00 PM ET.

Written by Scott Snider, lifetime entrepreneur and exited owner, with contributions by ten industry experts in the Exit Planning Institute community, resulting in a realistic, practical, and compelling tale of ‘Chuck Barrows’ based on hundreds of real-life business owner experiences.

This eBook has been used by hundreds of advisors across the country to help bridge the exit planning knowledge gap for clients considering transition. Fishing for Value effectively illustrates the need for a proactive exit strategy. Download your digital copy today on Amazon by visiting www.FishingforValue.com.

The Deep Dive Webinar Series provides attendees premier continuing professional education on exit planning and value acceleration topics. This intermediate to advanced program level series occurs once a month and each session expands on critical content that is relevant to the active practitioner presented by experts from specialties within the exit planning ecosystem. Instructors will explore, dissect and discuss their specific topic while apply these core values and expertise directly to the eBook.

This series is free for EPI Members and $99 for non-members. Register now.

About Exit Planning Institute:

The Exit Planning Institute (EPI) is an education company that provides exit planning education to advisors and middle market business owners.  We view exit planning as a strategy, not an event.

EPI leads the professional services profession with the best industry content, ongoing support, and owner education platform, all of which align with our mission: Change the outcome.

Only 2 out of every 10 businesses that come to market actually sell.  We want to increase the number of saleable businesses.

Only 30% of family businesses successfully transition to the second generation, only 12% transfer to the third, and the success rates diminish from there.  We want to improve those intergenerational transitions.

Of those that succeed in the sale of their business, 75% experience “profound regret” within one year of exiting their business.  We want to understand why and create strategies that achieve profound success, wealth, and satisfaction.

EPI is an education company, powered by an elite community of top advisors and owners, all focused toward creating a valuable, transferable future for the business marketplace.