We are pleased to announce the newest addition to the EPI Alliance Partner Network: PMI Advisors (PMI), a firm working alongside wealth advisors, investment bankers, accounting firms, legal firms, and others to educate owners about the upcoming business sale steps and assist in operational improvements along the way, which can be quite daunting for those who… read more
Quarter four tends to be a very exciting, pressure-filled time for entrepreneurial advisors. You are pushing to hit and exceed goals while juggling personal commitments and client schedules (…and celebrations that feel like they fill up every remaining free moment). On top of that, whether intentionally or not, you drift into a higher state of… read more
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
“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
Guest Contributing Author: John Warrillow, CEO of the Value Builder System We know that the number of small business owners getting ready to transition out of their business and head towards retirement is growing. However, only a fraction of them have a business that is truly ready to sell. But as an exit planner, how… read more
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 pioneers of a changing industry. Each year, the Exit Planning Institute honors three… read more
Learn how other CEPAs, including our President & CEO Chris Snider, position their practices for increased lead capture, new client onboarding, and client delivery efficiency. Scott Snider stated in his recent article, “As the need for exit planning becomes more prevalent to business owners, the need for high caliber advisors rises as well. Over the past… read more
Hot Topic: Internal Sales to the Younger Family Generation | A Private Equity Perspective A successful transition of ownership to future generations ranks high among concerns of family-owned companies, yet few families understand how they can accomplish this goal, especially when the business is the “nest egg” for the older generation. Buying a business is… read more
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 hundreds of webinars on technical, business development, and applicable topics each year to thousands… read more
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. Eleven years later and EPI is celebrating the expansion into our 25th market with the newest addition, the Rocky Mountain Chapter, holding their awareness event yesterday in Lakewood, Colorado. EPI… read more
Most business owners don’t know what their business is worth or have unrealistic expectations of what they might receive for their business. Business valuations are a critical component in the exit planning process – but valuations are also required for other business situations such as for making gifts or charitable contributions, employee stock ownership plans… read more
