2020 State of the Institute Key Takeaways
Read about the key takeaways from the 2020 EPI Kickoff with Vice President Scott Snider.… read more
Owner Readiness
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
Planning Options
Wednesday, August 21, 2019 | 2:00-3:00 PM EST | Register Now In this upcoming broadcast hear from a panel of experts, including CEPA, Chris Vanderzyden, discussing winning strategies to exit on your terms. It’s difficult to imagine a day when you are not an integral part of your business, but every business owner will exit… read more
Exit Planning Awareness Across the Country
We cannot believe it is June 1, it has been a busy year for exit planning. You may have seen us across the country, in your region or we may be coming your way soon. The Exit Planning Institute is committed to providing best industry content, ongoing practice support, and owner education resources. In order… read more
Your Insider’s Look: 2019 Exit Planning Summit
The 2019 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,… read more
2019 National Small Business Week
[May 5-11, 2019] It is 2019 National Small Business Week! As an education company that trains advisors on how to help create exit readiness in privately-held businesses, EPI wants to spread the word and ask you to join us in spreading awareness. According to reliable data sources, small businesses employ half of the American workforce.… read more
Spreading Exit Planning Awareness: 2019 The Gathering in Southern California
On Friday, February 22, Christopher and Scott Snider combined forces to deliver an interactive keynote speech at the fifteenth Gathering, hosted by the Southern California Institute. Their speech was a deep-dive into Snider’s recently released ebook, Fishing for Value: A Short Story about Succession Planning, Business Growth, and Exit, which complemented the conference’s theme of… read more
[New eBook Release] Fishing For Value: A Short Story about Succession Planning, Business Growth & Exit
The original version of Fishing for Value: The Case Study, authored by Scott Snider with Nancy McCarthy, debuted at the 2018 Exit Planning Summit in Nashville, TN. Download the fictional case study eBook that was written with hundreds of real-life owner experiences in mind. Written by Scott Snider, lifetime entrepreneur and exited owner, with… read more
Transition & Exit Options Analysis
As an advisor, are you truly versed in the exit options on the table? Do you know how to recognize an ideal candidate for a specific exit option? Or do you want to build on your knowledge and strengthen this skill? In the next deep dive webinar, Transition & Exit Options Analysis, instructor Sean Hutchinson,… read more
Quick Recap: 2018 North Texas Owners Forum
Quick Recap: 2018 North Texas Owners Forum The 2018 North Texas Owners Forum was a full-day educational event for business owners and their key partners to hear from award-winning industry leader, Christopher Snider, and a panel of local experts and leaders in the fields of business strategy, exit planning, succession planning, and marketplace trends.… read more
Exit Planning Stories From the Road
“Complex goals are often best achieved when you are not trying to achieve them directly.” That’s the advice from John Kay, a leading economist and Visiting Professor of Economics at the London School of Economics, a Fellow of St John’s College, Oxford. And it’s very good advice when it comes to exit strategies. Right now, your… read more