This special edition broadcast will feature a 2024 State of the Institute Address from Exit Planning Institute President, Scott Snider. 

Along with the rest of the world, EPI continues to evolve and adapt to serve the exit planning advisory community. For the first time in 10 years, we have conducted our State of Owner Readiness Research on a National scale. EPI has been researching owner readiness for 10 years in regions such as Los Angeles, Colorado, and Minnesota, as well as 10 other markets with large percentages of entrepreneurial-driven businesses. Now we're ready to look at this on a national scale for the first time since 2013.

This broadcast will deep dive into the results of the 2023 National State of Owner Readiness Report and how the evolution of exit planning aligns with our goals of educating business owners and creating significant companies.

Attendees will get a first-look at advancements, exit planning market insights, the future for EPI, forecasting 2024 and our 3-year vision, and trends and topics for CEPAs.

Learning Objectives:

  • Deep dive into the evolution of exit planning
  • Uncover national trends to Owner Readiness
  • First-looks at advancements and the future of exit planning

Event Details

Date: Thursday, February 29, 2024
Time: 1:00 pm - 2:00 pm Eastern Time
Where: Zoom
Cost: Free
EPI Hours: 1
Register Now

Who Should Attend?

  • Financial Advisors

    One of the critical ‘legs of the stool’ is personal financing planning. An owner must have a strong financial plan & contingency plan post-transition to enable them to thrive in the next act of the lives personally and financially. Exit planning brings this future mindset into the present. Exit is now.

  • Wealth Managers

    You’re a skilled relationship person. Being entangled into your clients’ professional lives matters as you build a strategy to manage their wealth upon them harvesting it from their business. Exit planning allows you to build a deeper relationship with your client, expands your COI network, while giving you an early seat at table well before the liquidity event.

  • Estate Planners

    Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.

  • Family Business Advisors

    More than 50% of lower middle market business owners would prefer to transition to the next generation. Help them succeed with exit planning strategies.

  • Professional Advisors

  • Business Owners & Their Trusted Advisors


The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.