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 6 Session 7

Session 8

Session 9

 

 

 

 


Stay tuned for additional webinars! 


Want more exit planning education?

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