Reengineering Your Relationship with the Business Owner


These Five Advisors Challenged the Status Quo: Who Got it Right?

At the 2019 Exit Planning Summit five speakers took the stage during the EPI Power Sessions, an experience element mirroring the concepts that make TED Talks so powerful.  Each speaker, as a different persona, explored the theme, “The Empty Seat: Reengineering Your Relationship with the Business Owner.” The Accelerator, The Counselor, The Common Ground, The… read more

Exit Planning 360°

If you are a professional or financial services advisor (especially CPAs, wealth managers, commercial bankers, and attorneys) who works with business owners, this full disclosure, exclusive event was designed to answer your questions… read more

2019 EPI Power Sessions: The Accelerator

At the 2019 Exit Planning Summit five speakers took the stage during the EPI Power Sessions, an experience element mirroring the concepts that make TED Talks so powerful.  Each speaker, as a different persona, explored the theme, “The Empty Seat: Reengineering Your Relationship with the Business Owner.” The Accelerator, The Counselor, The Common Ground, The… read more

2019 Exit Planning Summit Takeaways

The Exit Planning Summit is the most significant advisor event in the industry with a massive lineup of education, activities, and events to experience in a few short days. On top of 6-star rated education, once-in-a-career keynote sessions, charitable fundraising, and influential networking, the Summit connects you with premier exit planning providers and partners, charitable… read more

Announcement: Seven New CEPA Programs for 2020 Registration

The Certified Exit Planning Advisor (CEPA) Program is a five-day executive MBA-style program that trains and certifies qualified professional advisors in the field of exit planning. Developed and taught by a diverse team of over 15 nationally-recognized experts, the CEPA program offers attendees an innovative learning experience, performance-enhancing resources, and the strategic insights and tools… read more

The Power of Feedback: 2019 EPI Member Survey

Understanding what our members find valuable (and what they do not) is crucial to EPI. As we contemplate the future and aim to make important decisions that will impact the direction of our company, the power of your feedback and the guidance it provides gives us the right focus. We want to ensure that we are… read more

Announcement: Three New CEPA Training Center Locations

As a part of our brand promise, Exit Planning Institute is pleased to announce three new CEPA program locations. The expansion of our lineup is a direct response to the growing demand and opportunity that exists in the Pacific Coast, the Midwest and the Northeast Region. There are a lot of advisors like you who have been asking… read more

Announcement: 2019 Excellence in Exit Planning Award Nominees

The 2019 Excellence in Exit Planning Awards are sponsored by UBS Financial Services, Inc. The exit planning profession poses unique challenges and opportunities. The advisors leading this industry tend to be more entrepreneurial, display high leadership, and are instrumental in driving best practices for their peers and for business owners themselves. Exit planning advisors are… read more

Valuation: A Worthy Cause

Original article contributed from Family Business Magazine [download now] What’s it worth to you? One reason for confusion over valuation is that there’s more than one way to value a company. All too often in family businesses, family members are unaware of these distinctions. “They don’t understand how the companies get valued, and they don’t… read more