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5 Part Edu Series Videos
5 Part Edu Series Capitaliz Part 1
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5 Part Edu Series Capitaliz Part 4
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5 Part Edu Series Founders Group Part 1
5 Part Edu Series Founders Group Part 2
5 Part Edu Series Founders Group Part 3
5 Part Edu Series Founders Group Part 4
5 Part Edu Series Founders Group Part 5
Exit Planning Institute Videos
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.
Top Three Reasons to Become a Certified Exit Planning Advisor
Discover the top three reasons to attend the Certified Exit Planning Advisor program, earn the CEPA credential, and enhance your practice in the process.
Looking for Exit Planning Education and Industry Updates?
Looking for free exit planning education? Exit Planning Institute offers, whitepapers, case studies, business owner research, and more!
Why You Should Attend The Exit Planning Summit
The Exit Planning Summit is the premier conference for exit planning advisors and their teams. Register for the Exit Planning Summit!
Next Level Discovery: Learn More With Fewer Questions with Sean Hutchinson
Sean Hutchison presenting Next Level Discovery: Learn More With Fewer Questions 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
Dr. Fred Johnson presenting The Game Changer: From Good to Great a 2022 Exit Planning Summit Main Stage Session. Register for the Exit Planning Summit!
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 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!
The Business Owner's Dilemma with Ali Nasser
Ali Nasser presenting on The Business Owner's Dilemma 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!
Eat to Lead with Luci Gabel
Luci Gabel presenting Eat to Lead a 2022 Exit Planning Summit Power Session. Register for the Exit Planning Summit!
Next Level Listening: Suspending the Advisor in You with Joe Slatter
Joe Slatter presenting Next Level Listening: Suspending the Advisor in You a 2022 Exit Planning Summit Power Session. Register for the Exit Planning Summit!
The Secret Sauce of Value Creation and the Fourth Leg of the Stool with Mike McGrann
Mike McGrann presenting Secret Sauce of Value Creation and 4th Leg of the Stool a 2022 Exit Planning Summit Power Session. Register for the Exit Planning Summit!
Selecting CEPA Experience
Learn more about the Certified Exit Planning Advisor (CEPA) Program here.
How CEPA Helps Financial Advisors
Learn more about the Certified Exit Planning Advisor (CEPA) Program here.
2022 State of the Institute Address
President, Scott Snider shares the state of the exit planning market, M&A considerations, and provides our community of CEPAs with research that will positively impact their practice.
The Common Ground: Are Your Ready for the Fourth Industrial Revolution? with expert Seth Webber
Seth Webber presenting on the EPI Power Session stage at the 2019 Exit Planning Summit. Register for the Exit Planning Summit!
Getting to the Heart of Highly Relevant Matters with “The Counselor” Joe Strazzeri
Joe Strazzeri presenting on the EPI Power Session stage at the 2019 Exit Planning Summit. Register for the Exit Planning Summit!
I Lead Because I Can: A Talk on Servant Leadership with Jim Kubacki
Jim Kubacki presenting on the EPI Power Session stage at the 2019 Exit Planning Summit. Register for the Exit Planning Summit!
Connecting Beyond Networking with Jayne McQuillan
Jayne McQuillan presenting on the EPI Power Session stage at the 2019 Exit Planning Summit. Register for the Exit Planning Summit!
Embracing Conflict: Make Conflict Your “BFF” to Accelerate Trust with Dr. Fred Johnson
Dr. Fred Johnson, award-winning leadership coach, presenting on the EPI Power Session stage at the 2019 Exit Planning Summit. Register for the Exit Planning Summit!
2022 Exit Planning Summit Keynote Speaker Announcement Webinar
Join EPI President, Scott Snider as he announces our 2022 Exit Planning Summit Keynote Speaker, and answers questions about Summit logistics. Register for the Exit Planning Summit!
Meet the 2022 Exit Planning Summit Keynote Speaker: Gino Wickman
EPI President, Scott Snider, interviews our Summit Keynote Speaker and the creator of the Entrepreneurial Operating System (EOS), Gino Wickman. Register for the Exit Planning Summit!
The Exit Planning Summit is back!
We are thrilled to announce The Exit Planning Summit is back! Register for the Exit Planning Summit!
DOWNLOAD THE BROCHURE
Learn more about becoming a Certified Exit Planning Advisor (CEPA).