The Exit Planning Institute believes in constant professional development. You can always continue to learn and grow. We strive to bring you consistent, thought-provoking, and topical broadcasts, to help you, your business, and your clients. EPI is proud to provide different avenues for top technical, business development, and applicable topics each month to thousands of… read more

As the exit planning industry continues to rapidly grow, so does the EPI team. Back in February, the Exit Planning Institute moved into a new home in order to support the quickly expanding team. In 2019, EPI has welcomed Joe Klauer, Member Experience Representative, and Scott Lang, Business Development Manager, and is planning to add… read more

In 2007, Chris Snider, President, and CEO of the Exit Planning Institute started the first local chapter in Northeast Ohio, becoming the first-ever Chapter President. In 2019, The Exit Planning Institute (EPI) supports more than 20 local chapters from coast-to-coast (and counting). Every chapter is a hub for advisors, leaders, and experts to network with… read more

The Exit Planning Institute (EPI) supports more than 20 local chapters from coast-to-coast (and counting). Every chapter is a hub for advisors, leaders, and experts to network with complementary disciplines to his/her specialty, earn continuing education, and collaborate on exit planning projects. Every chapter is led by a top Certified Exit Planning Advisor (CEPA) and a local… read more