Owner Engagement Mid-Year Summit

[Event Recap] Owner Engagement program Mid-Year Summit

First Ever Mid-Year Summit: Eleven Leaders Meet to Collaborate On July 11-12, 2019, the Exit Planning Institute hosted members of the Owner Engagement program for the first annual Owner Engagement Mid-Year Summit in Cleveland, OH. This gathering served as an opportunity for the group to gather face-to-face, supplementing their monthly virtual gatherings, for collaboration, idea… read more

[Cleveland, OH] Exit Planning Institute Community Event Recap

On July 10, the Exit Planning Institute hosted an Open House to celebrate the moving of its headquarters. Members and Advisors came from all over to support EPI and explore the new space. The Open House was a great way for members of the EPI network to meet the newest members of the team face… read more

[Inside Look] Behind Evolve

When the Exit Planning Institute Executive team comes together to brainstorm the Summit theme each year, there are many factors that come into play. It causes the team to focus on our goals and look ahead to where we, as a company, are headed. This year, the Summit theme is Evolve. Increase your credibility. Enhance… read more

Celebrations and Updates

In observance of Independence Day, the EPI team was out of office Thursday and Friday this past week. We apologize if we have missed you! Our entire team will be back in office Monday, July 8 to fulfill any unanswered requests or inquires. Although we are not available to help you right now, here are… read more

The EPI Team Grows

As you know, the exit planning is growing rapidly as the needs of the middle market continue to climb. Exit Planning Institute is proud to support the needs of Certified Exit Planning Advisors (CEPA) and the profession as a whole. We are pleased to introduce you to Scott Lang! He is the newest member of… read more

[Atlanta, GA] CEPA Program Sellout

The Atlanta Certified Exit Planning Advisor program scheduled for the week of July 19 has hit capacity and sold out. This is the first time in EPI history that a CEPA program has sold out and has almost 90 scheduled attendees. The Certified Exit Planning Advisor (CEPA) Program is a five-day executive MBA-style program that¬†trains… read more

In Case You Missed It: Best Industry Content

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

[Cleveland, OH] Exit Planning Institute Community Event

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

2019 EPI Local Chapter Midyear Schedule

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

OwnerRoundtable Education: Filling the Room with Creative Ideas

Creating Lasting Change: EPI Welcomes Three New Facilitators Conducting the Owner Engagement Discovery Day at the EPI headquarters is a unique experience. The experts, facilitators, and CEPAs who attend fill the room with creative ideas while they learn to create successful business owner peer groups. The owner engagement membership has grown and now supports roughly… read more