The Certified Exit Planning Advisor Credential is perfect for advisors looking to positively impact their business. What used to be a five day in-person course has transitioned, due to health and safety concerns, to a comprehensive multilayered virtual experience. … read more
The field of Exit Planning is ever changing and growing, but above all: Exit Planning is about building value in a business to prepare the owner for a sale. We recently spoke with John Warrillow, the Founder of The Value Builder System TM and author of the new book The Art of Selling Your… read more
According to Walking to Destiny, 50% of businesses fail because one of the Five D’s – Death, Disability, Distress, Disagreement, and you guessed it: Divorce. While divorce may not be the direct cause of your business failing, it does impact your business more than you think. … read more
The hit television show The Bachelor has been a staple in the reality television dating game for 19 years come this March. While you might think that finding “love” on television is absolutely ridiculous, you cannot argue, that it is extremely entertaining to watch. Aside from the entertainment value, business owners can learn a thing… read more
Just like the movie Groundhog Day, if you spend every day doing the same thing, you will never see the changes you crave in your business and in your life. According to the U.S. Department of Labor Statistics, about 20% of small businesses fail within their first year. … read more
Social media is the most effective way to reach new customers, engage with current customers, and share a behind the scenes look at your business. While social media might seem like a marketing tool for lifestyle brands and B2C businesses, financial advisors and business advisors can and should be utilizing social media in their marketing… read more
2020 was a roller coaster of a year. Take a look back at our year in Exit Planning by reading some of our favorite articles from 2020. … read more
Currently all EPI Chapter Events are being held in a virtual environment due to COVID-19 and the majority of these events are free to attend. One of the perks of virtual events is that you can attend events for any chapter regardless of location.… read more
Just like serving a term as President of the United States, Julie Keyes feels after four years as president of EPI’s Twin Cities Metro Area (TCMA) chapter, it is the perfect time for new leadership to step in and take her place.… read more
The Exit Planning Institute™, in cooperation with collaborative team of top advisors and leaders from the Conejo Valley marketplace, are joining forces to launch the Exit Planning Institute Conejo Valley Chapter on Thursday, July 30, 2020 hosted virtually on Zoom. … read more
The Exit Planning Institute™, in cooperation with collaborative team of top advisors and leaders from the Greater Boston marketplace, joined forces to launch the Exit Planning Institute Greater Boston Chapter on Wednesday, February 19, 2020… read more
Read about the key takeaways from the 2020 EPI Kickoff with Vice President Scott Snider.… read more
