The Exit Planning Advisor Playbook Webinar Series

Don’t just learn the exit planning methodology, implement it.

The Exit Planning Advisor Playbook Webinar Series


Don’t just learn the exit planning methodology, implement it.

This webinar series, hosted by the Exit Planning Institute, will showcase how advisors use what they have learned through EPI inside of their practices and with their owners.

How are financial advisors, accountants, consultants, attorneys, and M&A advisors implementing what they learned through EPI inside of their practices and with their owners? This webinar series is for professional advisors who are looking to build out a significant practice by incorporating exit planning concepts and processes into their marketing and services. Advisors also want to drive best practices and have better conversations with business owners. This series will feature experts in practice development, practice management, marketing and branding, delivery of exit planning services, tools and resources, and strategic planning. Accompanying speakers will be advisors just like you, sharing their stories.

 

Session Topics

Session 13

 


Stay tuned for additional webinars!


Previous Exit Planning Advisor

Playbook Webinars


A CEPA Credentialed Plus Member Benefit

Note: Webinar recordings are made available post-broadcast to those in our CEPA Credentialed Plus membership tier. CEPAs utilize these for continued professional development and reference, while also sharing these recorded webinars with their business owner clients and prospects which allows the CEPA to become a further resource to the business owner by providing thought provoking content and education. CEPAs can access these recordings by logging in to the Member Center. To learn more about CEPA member benefits, click here.

Download Member Benefits

 

 

Build Your Practice<br> with EOS®

Build Your Practice
with EOS®

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Collaboration: Simple, But Not Easy

Collaboration: Simple, But Not Easy

Previously Aired On: February 15, 2021

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Conducting Successful Virtual Roundtables

Conducting Successful Virtual Roundtables

Previously Aired On: February 22, 2021

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Where are the <br>Value Advisors?

Where are the
Value Advisors?

Previously Aired On: March 30, 2021

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Want more exit planning education?

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