Top 5 Reasons Why Family Business Successions Fail
Exit Planning Institute spoke with Christine Trumball and Judi Cunningham about the key factors that cause family successions to fail.… read more
Top 5 Reasons Why Family Business Successions Fail
EPI Celebrates GivingTuesday
As we celebrate GivingTuesday this year, we thought we would share how incorporating a charitable giving plan benefits you and your business. … read more
Exit Planning Institute is Thankful for Our Advisor Community
We are grateful for our amazing community of Certified Exit Planning Advisors, business owners, and professional advisors. … read more
How A Solid Gifting Strategy Can Improve Your Professional Relationships
An impactful gifting strategy can strengthen professional relationships, lead to more educated prospective clients, and build your brand.… read more
EPI Black Friday Packages
Here at EPI, we have four amazing Black Friday Packages for this year. We are changing course and offering a variety of Black Friday promotions for virtual events, membership upgrades, book offers, and access to amazing content libraries. … read more
How COVID-19 has Impacted Black Friday
Here at EPI, we have four amazing Black Friday Packages for this year. We are changing course and offering a variety of Black Friday promotions for virtual events, membership upgrades, book offers, and access to amazing content libraries. … read more
Black Friday Deals are Available Now
Black Friday has arrived! Get 60% off Summit in San Antonio. Get 50% off Walking to Destiny Books. Get 50% off any 5-Day CEPA program. Get 40% off OwnerRoundtable series. Offers only available to the first ten people to take advantage. Use the links below! Happy holidays! -The team at EPI 50% off Five-Day… read more