Changing the Outcome for Business Owners


Reintroducing Hello Alice

If you have been a part of the Exit Planning Institute community for a while, you know how important changing the outcome for business owners is to us. Each year EPI collaborates with a charity or cause that can be positively impacted by our advisor community. This year, we collaborated with Hello Alice, an organization that… read more

Insiders Bash Testimonials

While we are awaiting feedback from all the attendees, we received the following testimonials from some of our CEPAs, advisors, and speakers. … read more

Insiders Bash Recap

Insiders Bash offered 24 hours of content from over 30 different speakers. Our speakers covered topics ranging from leadership strategies to digital marketing tactics and storytelling.… read more

The Giveback Goes Virtual

Each year at the Exit Planning Summit, Exit Planning Institute collaborates with local leaders in the host city to identify a local charity or cause that can be positively impacted by our opening networking social (coined the “Summit Giveback”), which raises funds. Since the Exit Planning Summit moved to a virtual space this year, the… read more