OUR PURPOSE
Dedicated to our core values, Exit Planning Institute aims to create significant companies. Together, we achieve this through strong intangible Capitals, including Human Capital for an optimal internal and external culture.
OUR MISSION
At Exit Planning Institute® (EPI), our mission is to create significant companies. Significant companies are valuable and transferable. They run efficiently, employees enjoy working there, the company has an established culture, and has a high level of self-awareness and customer interaction. This is integrated with the owner's personal and financial goals, while the Value Acceleration Methodology™ is spoken of and integrated regularly into what the company does daily.
OUR CULTURE
"Here at Exit Planning Institute (EPI), we consider our culture to be one of the best, and one of the questions we get is how we've created that contagious culture. It all ties into the Four Intangible Capital – Structural, Human, Customer, and Social. My favorite is social capital, which is culture; if you have the right culture, it powers the other three. I don’t know that you can have great structural capital, great human capital, and great customer capital without great culture, or social capital.” – Scott Snider, President of EPI
Read more from Scott on our culture in Mastering the Market: Connecting People
MASTERING THE MARKET
Hear firsthand perspectives from the thought leaders in the exit planning community on specific topics in these collections. From becoming best-in-class to better connecting with people, these collections provide valuable insight to grow your knowledge.
OUR CORE VALUES
Our Core Values are the cornerstone of every decision we make, providing the mindset needed to not only achieve success, but also significance. EPI comes together to evaluate the relevance of these values regularly, ensuring we are aligned to bring out the best in each other for our network of advisors.
OUR TRUST ACCELERATORS
These initiatives help build and accelerate trust, enabling us here at EPI to achieve our mission of creating significance. Through our trust accelerators, we create open, honest, and respectful communication, which positions us to perform at our best and put our Core Values into practice every day.
NO MEETINGS AFTER THE MEETING
NO MEETINGS AFTER THE MEETING:
Get rid of secret follow-up meetings and accomplish what you need to achieve in the meetings you do schedule.
DELIVER THE MAIL TO THE RIGHT ADDRESS
DELIVER THE MAIL TO THE RIGHT ADDRESS:
Ensure the right message gets to the right person.
CONFIDENTIALITY
CONFIDENTIALITY:
Honor confidentiality to the highest degree.
LISTEN WHILE AVOIDING JUDGEMENT
LISTEN WHILE AVOIDING JUDGEMENT:
Maintain a good-faith approach to every interaction.
PUT YOURSELF IN OTHER PEOPLE'S POSITION
PUT YOURSELF IN OTHER PEOPLE'S POSITION:
Practice empathy for every person you meet, putting yourself in their shoes.
RESPECTFUL
RESPECTFUL:
Engage with respect, giving people the proper time and energy.
100% PREPAREDNESS AND PARTICIPATION
100% PREPAREDNESS AND PARTICIPATION:
Give it your all and be ready to participate.
HONESTY WITHOUT REPERCUSSION
HONESTY WITHOUT REPERCUSSION:
You should be able to engage honestly without being afraid of punishment.
The People Behind the Culture
We’re a team of entrepreneurs, educators, creatives, strategists, and operators who believe in purposeful growth for our clients, our company, and ourselves.