EPI MythBusters – You Can Solve Issues in Your Business During the Sale Process


The “Family” in your Family-Owned Business

CEPA training covers the nuances in dealing with a Family-Owned business versus a corporate business. Highlighting key stress areas in Family-Owned businesses will provide your clients with more value in their exit plan. … read more

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

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

CEPA Spotlight: Mark Kravietz

CEPA spotlight features the accomplishments of exceptional thought leaders in the advisory community. Acquire a deeper understanding and knowledge base by reading the stories of some of the industry's most perceptive experts.… read more