EPI is Pleased to Welcome 87 New Advisors to the CEPA Community
EPI Masterclass | June Class of 2020: Join in congratulating and welcoming the 88 newest advisors to join the growing exit planning community!… read more
EPI is Pleased to Welcome 87 New Advisors to the CEPA Community
Mastering Exit Planning Webinar Series
Each month, the webinars will surround one specific theme. With a four-part series, we will continue to build upon what we covered in the previous weeks. This gives us an opportunity to build a quality series that more deeply explores critical and relevant topics. … read more
Are You Poised for Exit?
Keyes celebrates the release of her new book, “Poised for Exit: A Woman Entrepreneur’s Guide to Business Transition.” She describes Poised For Exit as, “a small book packed with super valuable information.” … read more
How to Build a Team that Produces Big Results
Mastrovito's piece of advice to a colleague who is looking to hire staff and produce big results in this industry is, "it's important to always look for people who are interested in growing and learning." … read more
Mid-Year Review State of the Institute Address
Over the past 60 days, the whole world has had to pivot, and in this broadcast EPI Vice President Scott Snider discussed the current market position of EPI, the future of CEPAs, forecasting for the rest of 2020 and our 3-year vision, and trends and topics for CEPAs. … read more
EPI is Pleased to Welcome 108 New Advisors to the CEPA Community
EPI Masterclass | May Class of 2020: Join in congratulating and welcoming the 108 newest advisors to join the growing exit planning community!… read more
EPI is Pleased to Welcome 189 New Advisors to the CEPA Community
EPI Masterclass | April Class of 2020: Join in congratulating and welcoming the 189 newest advisors to join the growing exit planning community!… read more
EPI is Pleased to Welcome 89 New Advisors to the CEPA Community
CEPA San Diego | Class of 2020: Join in congratulating and welcoming the 89 newest advisors to join the growing exit planning community!… read more
Bright-eyed and Clueless: Using My Inexperience as an Opportunity
Learning Exit Planning is exactly that; a column for anyone who has entered this industry and wants to understand what everything means and how it relates to them in their professional role. It is exit planning in layman's terms. … 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
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