Key Takeaways from The 2022 State of the Institute Address
Learn about the state of the exit planning market, M&A considerations, and research that will impact Certified Exit Planning Advisors. … read more
Key Takeaways from The 2022 State of the Institute Address
Nominations Are Open for the 2022 Excellence in Exit Planning Awards
This year Exit Planning Institute is celebrating the tenth anniversary of the Excellence in Exit Planning Awards.… read more
How to Manage a Significant Family Business: International Family Business Day
EPI spoke to Julie Keyes, Dyanne Ross-Hanson, and John Petika about their experience assisting family businesses during their transition process.… read more
Exit Planning Summit Speaker Spotlight: Sean Hutchinson
Meet 2022 Exit Planning Summit speaker Sean Hutchinson. Learn more about the RFN Founder and EPI Faculty member.… read more
Exit Planning Summit Speaker Spotlight: Kiley Peters
Meet 2022 Exit Planning Summit speaker Kiley Peters. Learn more about the marketing specialist and EPI Faculty member. … read more
2022 State of the Institute: Where is EPI Headed?
Join the Exit Planning Institute on January 27 at 1 PM for our 2022 State of the Institute Address with EPI President, Scott Snider. … read more
Building Significant Companies Through Value Acceleration
EPI recently released three new pieces of content to educate professional advisors and business owners on the crucial topic of Value Acceleration.… read more
Meet Our 2022 Exit Planning Summit Keynote Speaker
CEPAs and business owners will learn how to live their ideal life from the creator of the Entrepreneurial Operating System, Gino Wickman. … read more
The Cost of Inaction On Your Business Exit Strategy
Waiting to plan your exit strategy until months before your exit leads to problems with your personal, financial, and business life.… read more
Learn about ESOPs from Industry Experts
Business owners have a vast expanse of exit options to consider, including an Employee Stock Ownership Plan (ESOP).… read more
Is Workplace Culture Really Important to the Success of Your Business?
How do you measure the strength of your company’s social capital or culture? Is this culture actually of value to your desired employee base? … read more
Grow Your Business Presence Through Podcasts
Whether you launch your own podcast or advertise on a leading industry podcast, they drive quality leads to your organization.… read more