Top Content to Catch Up on During the Holidays

As 2019 comes to a close, we wanted to provide you with the top content for you to read or watch over the holidays. As an education company,  EPI believes in constant professional development which is why we strive to bring you thought-provoking and topical content that increases your knowledge base. No matter your mood,… read more

Exit Planning 360°

If you are a professional or financial services advisor (especially CPAs, wealth managers, commercial bankers, and attorneys) who works with business owners, this full disclosure, exclusive event was designed to answer your questions… read more

CEPA Spotlight: Justin Goodbread

Justin Goodbread, Business Advisor, Wealth Manager, Speaker, Blogger, Podcaster, Author, 2X Investopedia Top 100, Exit Planning Institute 2018 Leader of the Year, and much more, is not your typical advisor. Over the past 20+ years, Goodbread has started and sold three companies for profit, in addition to purchasing companies with many successes (and failures). His… read more

EPI Fall Exit Planning Education Roundup

The Exit Planning Institute believes in constant professional development. You can always continue to learn and grow. We strive to bring you consistent, thought-provoking, and topical broadcasts, to help you, your business, and your clients. EPI is proud to provide different avenues for top technical, business development, and applicable topics each month to thousands of… read more

CEPA Spotlight: Frans Tijssen

You can plan all kinds of things in life, reality often is completely different, and therefore it makes sense to be prepared for the unexpected. As of August 1, 2019, I have been appointed as the CEO of LEA Global. Whether or not I am prepared for the job, time will tell. However, it is… read more

[Cleveland, OH] Exit Planning Institute Community Event Recap

On July 10, the Exit Planning Institute hosted an Open House to celebrate the moving of its headquarters. Members and Advisors came from all over to support EPI and explore the new space. The Open House was a great way for members of the EPI network to meet the newest members of the team face… read more

[Atlanta, GA] CEPA Program Sellout

The Atlanta Certified Exit Planning Advisor program scheduled for the week of July 19 has hit capacity and sold out. This is the first time in EPI history that a CEPA program has sold out and has almost 90 scheduled attendees. The Certified Exit Planning Advisor (CEPA) Program is a five-day executive MBA-style program that trains… read more

In Case You Missed It: Best Industry Content

The Exit Planning Institute believes in constant professional development. You can always continue to learn and grow. We strive to bring you consistent, thought-provoking, and topical broadcasts, to help you, your business, and your clients. EPI is proud to provide different avenues for top technical, business development, and applicable topics each month to thousands of… read more

[Cleveland, OH] Exit Planning Institute Community Event

As the exit planning industry continues to rapidly grow, so does the EPI team. Back in February, the Exit Planning Institute moved into a new home in order to support the quickly expanding team. In 2019, EPI has welcomed Joe Klauer, Member Experience Representative, and Scott Lang, Business Development Manager, and is planning to add… read more

2019 EPI Local Chapter Midyear Schedule

In 2007, Chris Snider, President, and CEO of the Exit Planning Institute started the first local chapter in Northeast Ohio, becoming the first-ever Chapter President. In 2019, The Exit Planning Institute (EPI) supports more than 20 local chapters from coast-to-coast (and counting). Every chapter is a hub for advisors, leaders, and experts to network with… read more