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

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

EPI Advisors Raise $52,100 for WISH for OUR HEROES at 2019 Summit Giveback

SAN ANTONIO, TX – Sept. 26, 2019 — Attendees of the 2019 annual Summit Giveback raised $52,100 in two hours for WISH for OUR HEROES (W4OH) through a combination of general donations, silent auction, and live auction. To date, Exit Planning Institute has raised $117,000 for four different charitable organizations in four different cities. Each… read more

Top Reading List to Improve Your Marketing

In a marketplace where everyone is at the top of their game, it is important to give yourself an edge. In order to continuously progress and develop skills that set you apart, you must stay educated and practice lifelong learning. Experts with a voracious appetite for success, Warren Buffett, Mark Cuban, and Bill Gates, all… read more

End of Summer Roundup

This Summer has been packed with new content, engaging broadcasts, and accomplishments by many in the advisor community. We know Summer is hectic for us all, so below is a curated list of the content you may have missed. In case you missed it! The Exit Planning Institute made a few announcements. Stay in the… read more

A New Way to Think About the Owner

This year the Exit Planning Summit will, once again,  feature interactive case study breakout sessions. These sessions will take a deeper dive into the eBook, Fishing for Value: A Short Story on Succession Planning, Business Growth and Exit. Including new insights into Barrows Ltd financial, business, and personal pre-exit action plans. You can prep for… read more

11 Broadcasts to Inspire You For the Upcoming Exit Planning Summit

Exit planning is not one size fits all, it requires the right team. While you are the expert in your space, this is your chance to hear from those across the industry. There are 4 live broadcasts left in the Ask the Expert webinar series, and 7 recordings. Whether or not you’re coming to the… read more

Experts Teaching Experts

Exit planning is not one size fits all, it requires the right team. While you are the expert in your space, this is your chance to hear from those across the industry. There are six more broadcasts left in the Ask the Expert webinar series. Whether or not you’re coming to the 2019 Summit, don’t… read more

Best Practices Mastermind Webinar Series

The Exit Planning Institute is launching the Best Practices Mastermind webinar series this month. This series will explore the five personas of the 2018 Power Sessions: The Collaborator The Marketer The Inquisitor The Brander The Strategist Leveraging the wisdom of the TED-style speech and the knowledge that short, compelling talks that challenge the status quo… 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