Looking Back at the 2022 Exit Planning Summit
The Exit Planning Summit welcomed 500 exit planning advisors, business owners, and professionals to Scottsdale to learn from industry experts… read more
Looking Back at the 2022 Exit Planning Summit
An Insider’s Look at the 2022 Exit Planning Summit Power Sessions
Six Power Session speakers shared exit planning lessons in the Exit Planning Summit theme of EPI or Experience, People, and Innovation.… read more
The Sixth Annual Summit Charity Giveback
During the sixth annual Summit Charity Giveback on May 2 members of the exit planning community collectively raised well over $45,000 in support of the Phoenix Children’s Foundation. … read more
What to Expect at The 2022 Exit Planning Summit
The 2022 Exit Planning Summit is the most significant advisor event in the industry. Experience education, activities, and events! … read more
The 2022 Excellence in Exit Planning Nominees
This year Exit Planning Institute is celebrating the tenth anniversary of the Excellence in Exit Planning Awards. Meet this year's nominees! … read more
5 Questions to Ask Before Selecting a Professional Advisor Conference
There are countless conferences you could attend. With so many options to choose from, an issue can arise: Which conference do you attend?… read more
Benefits of the CEPA Leadership Cohort
The Exit Planning Institute is proud to continue our partnership with InitiativeOne and now offers our CEPAs the CEPA Leadership Cohort. … read more
CEPA Feud is Back!
One of the most popular sessions during our past Summits was CEPA Feud, and we are excited to announce its return this Spring! … read more
4 Innovative Panel Sessions at The 2022 Exit Planning Summit – And How They Will Benefit Your Business
EPI will host four expert panels at our 2022 Exit Planning Summit this May in Scottsdale, Arizona. Learn more about these vibrant sessions. … read more
The Secret Sauce of Value Creation and The Fourth Leg of the Stool
Meet our Exit Planning Summit Power Session Speaker, Mike McGrann. Mike has decades of experience working with family businesses. … read more
Innovative Ways to Engage Clients & Prospects
Meet 2022 Exit Planning Summit Power Session Speaker, Linda Ruffenach. Linda has over 20 years of experience growing a $100 million business. … read more
The 2022 Exit Planning Summit Charity Giveback
We spoke with Giveback Partners, Strazzeri Mancini and The Founders Group, to learn more about the Phoenix Children's Foundation. … read more