Exit Planning Institute

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DISCOVER THE NEWEST EXIT PLANNING CONTENT

CaseStudies

CASE STUDIES

Explore real-world success stories from the exit planning community in these case studies. From building transferable value to navigating complex transitions, each story offers practical insight to help you apply proven strategies in your own work.
MTM (1)-1

MASTERING THE MARKET

Hear firsthand perspectives shared directly from leading industry experts in the exit planning community. From becoming best-in-class to better connecting with people, these collections provide valuable insight to grow your knowledge and sharpen your skills.

AnnualExit

ANNUAL EXIT

EPI's first-of-its-kind exit planning magazine is full of comprehensive insights and to engage fellow advisors and business owners alike. Annual Exit provides information that can help shape successful conversations and strategy, making it a valuable resource.

FEATURED ARTICLES

Build Your Exit Planning Expertise with the December CEPA Program
Build Your Exit Planning Expertise with the December CEPA Program
Blog

Build Your Exit Planning Expertise with the December CEPA Program

Nov 1, 2026, 10:00:00 AM
How to Build Business and Family Relationships that Fuel a Significant Exit
How to Build Business and Family Relationships that Fuel a Significant Exit
Blog

How to Build Business and Family Relationships that Fuel a Significant Exit

Oct 29, 2026, 11:00:02 AM
Meet Renee Russo, our 2026 Exit Planner of the Year
Meet Renee Russo, our 2026 Exit Planner of the Year
Blog

Meet Renee Russo, our 2026 Exit Planner of the Year

Oct 26, 2026, 11:00:00 AM
Putting Your Certified Exit Planning Advisor Credential to Work at the 2027 Exit Planning Summit
Putting Your Certified Exit Planning Advisor Credential to Work at the 2027 Exit Planning Summit
Blog

Putting Your Certified Exit Planning Advisor Credential to Work at the 2027 Exit Planning Summit

Oct 22, 2026, 11:00:00 AM
Build Practical Exit Planning Skills with EPI Academy’s Exit Planning in Practice Course
Build Practical Exit Planning Skills with EPI Academy’s Exit Planning in Practice Course
Blog

Build Practical Exit Planning Skills with EPI Academy’s Exit Planning in Practice Course

Oct 20, 2026, 11:00:00 AM
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Reinvent yourself with exit planning.