[San Diego, California] EPI is Pleased to Welcome 89 New Advisors to the CEPA Community


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

367 Strong

CEPA Chicago | Class of 2019: Join in congratulating and welcoming the 69 newest advisors to join the growing exit planning community!… read more

These Five Advisors Challenged the Status Quo: Who Got it Right?

At the 2019 Exit Planning Summit five speakers took the stage during the EPI Power Sessions, an experience element mirroring the concepts that make TED Talks so powerful.  Each speaker, as a different persona, explored the theme, “The Empty Seat: Reengineering Your Relationship with the Business Owner.” The Accelerator, The Counselor, The Common Ground, The… read more

2019 EPI Power Sessions: The Accelerator

At the 2019 Exit Planning Summit five speakers took the stage during the EPI Power Sessions, an experience element mirroring the concepts that make TED Talks so powerful.  Each speaker, as a different persona, explored the theme, “The Empty Seat: Reengineering Your Relationship with the Business Owner.” The Accelerator, The Counselor, The Common Ground, The… 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

2019 Exit Planning Summit Takeaways

The Exit Planning Summit is the most significant advisor event in the industry with a massive lineup of education, activities, and events to experience in a few short days. On top of 6-star rated education, once-in-a-career keynote sessions, charitable fundraising, and influential networking, the Summit connects you with premier exit planning providers and partners, charitable… read more

The Power of Feedback: 2019 EPI Member Survey

Understanding what our members find valuable (and what they do not) is crucial to EPI. As we contemplate the future and aim to make important decisions that will impact the direction of our company, the power of your feedback and the guidance it provides gives us the right focus. We want to ensure that we are… read more

EPI Advisors Raise $52,100 for WISH for OUR HEROES at 2019 Summit Giveback

SAN ANTONIO, TX – Sept. 26, 2019 — Attendees of the 2019 annual Summit Giveback raised $52,100 in two hours for WISH for OUR HEROES (W4OH) through a combination of general donations, silent auction, and live auction. To date, Exit Planning Institute has raised $117,000 for four different charitable organizations in four different cities. Each… read more