Exit Planning Institute

THANK YOU! THE BUSINESS OWNER'S ROADMAP

Thank you! The Business Owner's Roadmap

Click the image to download “The 54 Value Factors” Whitepaper PDF.

Download an excerpt from Chris Snider’s new book:

Walking To Destiny: 11 Actions An Owner Must Take to Rapidly Grow Value & Unlock Wealth

Are you are owner curious about how you match up against your peers?
Are you an advisor who helps owners grow and exit their business?

Download the State of Owner Readiness Survey and get educated on the needs, successes, and challenges in your market.

FEATURED ARTICLES

321 CEPAs Join the EPI Network in January 2026
321 CEPAs Join the EPI Network in January 2026
Blog

321 CEPAs Join the EPI Network in January 2026

Feb 19, 2026 11:00:01 AM
Supporting a Family Business Exit with CEPA-Driven Charitable Planning: A Case Study
Supporting a Family Business Exit with CEPA-Driven Charitable Planning: A Case Study
Business Owner

Supporting a Family Business Exit with CEPA-Driven Charitable Planning: A Case Study

Feb 17, 2026 11:00:03 AM
Why Financial Advisors Need a Different Process for Business Owners
Why Financial Advisors Need a Different Process for Business Owners blue text on white background
Blog

Why Financial Advisors Need a Different Process for Business Owners

Feb 16, 2026 11:00:00 AM
Introducing EPI’s Second Annual Exit Magazine
Introducing EPI's Second Annual Exit Magazine
Annual Exit

Introducing EPI’s Second Annual Exit Magazine

Feb 12, 2026 11:00:00 AM
Where the Exit Planning Institute is Headed in 2026
Where the Exit Planning Institute is Headed in 2026 (2026 State of the Institute Address)
EPI Announcement

Where the Exit Planning Institute is Headed in 2026

Feb 10, 2026 11:00:00 AM
View All Blog Articles

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