VIDEO GALLERY

2024 State of the Institute Address

This special edition broadcast featured a 2024 State of the Institute Address from Exit Planning Institute President, Scott Snider. Along with the rest of the world, EPI continues to evolve and adapt to serve the exit planning advisory community. For the first time in 10 years, we conducted our State of Owner Readiness Research on a National scale. EPI had been researching owner readiness for 10 years in regions such as Los Angeles, Colorado, and Minnesota, as well as 10 other markets with large percentages of entrepreneurial-driven businesses. Now we were ready to look at this on a national scale for the first time since 2013.

This broadcast delved deep into the results of the 2023 National State of Owner Readiness Report and how the evolution of exit planning aligned with our goals of educating business owners and creating significant companies.

Attendees got a first-look at advancements, exit planning market insights, the future for EPI, forecasting 2024 and our 3-year vision, and trends and topics for CEPAs.

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Exit Planning Institute Videos

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2023 State of the Institute Address

President, Scott Snider shares the state of the exit planning market, M&A considerations, and provides our community of advisors with research that will positively impact their practice.

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The Exit Planning Summit is the premier conference for exit planning advisors and their teams. Register for the Exit Planning Summit!

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How to Differentiate and Market Yourself to Business Owners with Kiley Peters

Kiley Peters presenting on How to Differentiate and Market Yourself to Business Owners a 2022 Exit Planning Summit Main Stage Session. Register for the Exit Planning Summit!

The Game Changer: From Good to Great with Dr. Fred Johnson

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The Overlooked Potential of Tapping into Human Nature with Scott Snider

Scott Snider presenting The Overlooked Potential of Tapping into Human Nature a 2022 Exit Planning Summit Power Session. Register for the Exit Planning Summit!

Innovative Ways to Engage Clients and Prospects with Linda Ruffenach

Linda Ruffenach presenting on Innovative Ways to Engage Clients and Prospects a 2022 Exit Planning Summit Power Session. Register for the Exit Planning Summit!

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