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

233 CEPAs Join the EPI Network in March 2026
Blog

233 CEPAs Join the EPI Network in March 2026

Apr 20, 2026 11:00:00 AM
Meet the 2026 Excellence in Exit Planning Award Winners
Meet the Excellence in Exit Planning Award Winners (From left: Renee Russo, Todd Yeiter, Wally Waldron)
Blog

Meet the 2026 Excellence in Exit Planning Award Winners

Apr 19, 2026 3:30:00 PM
Exit Planning Institute Welcomes InitiativeOne® as Partner
EPI Welcomes InitiativeOne Leadership Institute as Partner
Blog

Exit Planning Institute Welcomes InitiativeOne® as Partner

Apr 17, 2026 11:00:01 AM
The Intellectual Property Risks of AI in Exit Planning
The Intellectual Property Risks of AI in Exit Planning
CEPA

The Intellectual Property Risks of AI in Exit Planning

Apr 16, 2026 11:00:02 AM
Recognizing Certified Exit Planning Advisors from our 2010 Class
Recognizing CEPAs from our 2010 Class (From left: Craig West, Roy Messing, Odee Ingersoll, Douglas Dickey, Jay Simecek)
CEPA

Recognizing Certified Exit Planning Advisors from our 2010 Class

Apr 13, 2026 11:00:01 AM
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