EPI Celebrates World Teacher’s Day
October 5 is World Teacher’s Day. To celebrate, we are highlighting some of the Exit Planning Institute Faculty. … read more
EPI Celebrates World Teacher’s Day
Join the New EPI Chicago Chapter
The Exit Planning Institute and advisors from the Illinois marketplace are joining forces to launch the Exit Planning Institute Chicago Chapter.… read more
The EPI Miami Chapter Joins Exit Planning Institute’s Chapter Network
The Exit Planning Institute and advisors from the Florida marketplace are joining forces to launch the Exit Planning Institute Miami Chapter.… read more
Incorporating Business Owner Research into Your Practice
The 2022 Colorado State of Owner Readiness Report can be utilized in multiple ways to build advisor relationships with owner clients. … read more
Entrepreneurship Through Acquisition
EPI supports the Promise Partners Entrepreneurship Through Acquisition Symposium on October 27 at Case Western Reserve University. … read more
Advancing Your Marketing Strategy to Expand Your Client Base and Build Business Value
Do you understand what makes your business valuable and how to unlock that value when you sell?… read more
A Discover Gate Journey: Insights from Larry Weiss
Are you prepared to work through the Value Acceleration Methodology with your business owner clients? Learn more from Larry Weiss.… read more
How to Determine Your Enterprise Value
Do you understand what makes your business valuable and how to unlock that value when you sell?… read more
The Social Component of Networking
The EPI Chapter Network is a forum where local professional advisors can collaborate and address the unique needs of their community… read more
5 Signs That You Are a Workaholic
Now, there is nothing wrong with being passionate about your career and driven towards success in your professional life. However, there is a difference between being a driven worker and a workaholic. … read more
The EPI Palm Beach Chapter
The Exit Planning Institute is excited to welcome the EPI Palm Beach Chapter to our vast network of chapters across the United States. … read more
Three Exit Planning Resources to Bring to Your Next Client Meeting
The Exit Planning Institute released three content pieces specifically geared toward owners as they begin their exit planning journey. … read more