Exit Planning Institute

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UPCOMING EVENTS

What is the Landscape for Transactions? M&A & Private Equity Update
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Hybrid

What is the Landscape for Transactions? M&A & Private Equity Update

September 24, 2025
Get the Most for your Client's Business
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In Person

Get the Most for your Client's Business

September 24, 2025
Deep Dive into VAM Panel
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In Person

Deep Dive into VAM Panel

September 24, 2025
EPI Nashville September Social Event
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In Person

EPI Nashville September Social Event

September 25, 2025
Decoding Business Value: A discussion on valuation and earnings quality
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In Person

Decoding Business Value: A discussion on valuation and earnings quality

September 25, 2025
EPI Wisconsin Chapter Social - Madison
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In Person

EPI Wisconsin Chapter Social - Madison

September 25, 2025
This ESOP Ain't No Fable
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In Person

This ESOP Ain't No Fable

September 25, 2025
Dusting Off the Old CRTs: They Are BACK in 2025
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In Person

Dusting Off the Old CRTs: They Are BACK in 2025

September 25, 2025
Powering the Value Acceleration Methodology with Capitaliz: Discover, Prepare, Decide (& Beyond)
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Think Tanks

Powering the Value Acceleration Methodology with Capitaliz: Discover, Prepare, Decide (& Beyond)

September 29, 2025
What Good is an Empire if You Can’t Take a Vacation?
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Webinar

What Good is an Empire if You Can’t Take a Vacation?

September 30, 2025
A Profile in Exiting with CEO Frank Kneller
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In Person

A Profile in Exiting with CEO Frank Kneller

October 1, 2025
The M&A Process, setting expectations, and typical party frustrations
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In Person

The M&A Process, setting expectations, and typical party frustrations

October 1, 2025
Surviving the AI Wave: PPLI Exit Planning. How to do it safely
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Webinar

Surviving the AI Wave: PPLI Exit Planning. How to do it safely

October 2, 2025
Put a Pin in It - Meeting Your Clients Where They Are with Sean Hutchinson
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Virtual

Put a Pin in It - Meeting Your Clients Where They Are with Sean Hutchinson

October 6, 2025
Back to the Future: Economic & Tax Transformation
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In Person

Back to the Future: Economic & Tax Transformation

October 7, 2025
Sell Side Accounting and Due Diligence
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Hybrid

Sell Side Accounting and Due Diligence

October 7, 2025
The Million Dollar Blueprint: A Proven Method to Growing a 7-Figure Financial Advisory Practice
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Webinar

The Million Dollar Blueprint: A Proven Method to Growing a 7-Figure Financial Advisory Practice

October 7, 2025
Conversations Applied - Case Study
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In Person

Conversations Applied - Case Study

October 8, 2025
Speed Dating: Always Know Who to Call!
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In Person

Speed Dating: Always Know Who to Call!

October 8, 2025
Speed Dating: Always Know Who to Call!
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In Person

Speed Dating: Always Know Who to Call!

October 9, 2025
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