.png?width=793&height=340&name=EPI-logo_transparent-background%20(1).png "EPI-logo_transparent-background (1)"){kind=logo}
A Proven System to Accelerate Revenues & Harness the Power of Your CEPA Credential
Join Susan Danzig, as we discover the proven system top-performing professionals use to differentiate themselves and grow their businesses.
Case Studies of Successful Exits of Privately Owned Companies
Join Anna Halloran Jacob as we discuss proactive steps to take in preserving and increasing the value of a company. We will also cover how getting the right advisory team in a timely manner is critical for a successful exit, as well as, breaking down the steps of a real M&A timeline for an auction.
Helping Founders Find Fulfillment Throughout the Exit Process
Join Brandon Hatton as he explores the journey of both founders and their families before and after a sale, guiding attendees to empower their clients and their loved ones in finding a renewed sense of identity, purpose and fulfillment in the next chapter of their lives.
Closing the Profit Gap with Data Analytics
Join Peter Mares and Kristin Lindquist, as they help you learn how advanced and "big data" analytics can be easily applied to close the Profit Gap by finding hidden sales and profit improvement opportunities within a company's existing customer base.
Financial Statistics from State of Owner Readiness
Most owners know their business goals and the multiples they would like their business to sell for, but they fail to think about the personal and personal financial impact of exiting their business.
What Goes Into an Offer?
Join Liz MacRae, CEPA and President of Village Wellth as we explore the critical aspects of a Letter of Intent (LOI), its purpose, significance, components, and best practices.
Raving Reviews: How Testimonials Turn Prospects Into Clients
Join Diana Cabrices and Brian Thorp from Wealthtender, to learn how you can take advantage of this once-in-a-generation opportunity to get a head start on a powerful way to grow your business.
Quarterly M&A Market Pulse: 2023 Quarter 4
Join Scott Mashuda, Founding Partner at REAG, for an exclusive presentation on the upcoming trends for Quarter 4 2023 in lower-middle market M&A.
2024 State of the Institute Address
Join Scott Snider, President of Exit Planning Institute, as we 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.
