Exit Planning in Action Webinar Series

Dive deep with real-life stories and case studies

Exit Planning in Action Webinar Series


Dive deep with real-life stories and case studies

Starting in April the Exit Planning Institute is presenting to you the Exit Planning in Action Series. This series will be a FREE web-based continuing education presentation for EPI members and the general public. Topics for the webinars complement the EPI Value Acceleration Methodology, a process created by Christopher Snider, and taught in or at the Certified Exit Planning Advisor (CEPA) Program.

This webinar series is full of deep dive case studies and real-life stories from the field. Learn how the Value Acceleration Methodology is implemented with business owners in both the early stages (pre-client) and the exit planning and value growth processes (client stage). Experts will introduce their stories and utilize case studies to dive deep into specific exit planning ecosystem topics over the course of a 90 minute interactive and engaging virtual session.

 

Session Topics

 

Session 1

Session 2

Session 3

Session 4

Session 5

Session 8

 


Stay tuned for additional webinars! 


Want more exit planning education?

Click here to see our full webinar lineup for the year.