Exit Planning Summit Speaker Spotlight: Sean Hutchinson
Meet 2022 Exit Planning Summit speaker Sean Hutchinson. Learn more about the RFN Founder and EPI Faculty member.… read more
Exit Planning Summit Speaker Spotlight: Sean Hutchinson
Exit Planning Summit Speaker Spotlight: Kiley Peters
Meet 2022 Exit Planning Summit speaker Kiley Peters. Learn more about the marketing specialist and EPI Faculty member. … read more
2022 State of the Institute: Where is EPI Headed?
Join the Exit Planning Institute on January 27 at 1 PM for our 2022 State of the Institute Address with EPI President, Scott Snider. … read more
Meet Our 2022 Exit Planning Summit Keynote Speaker
CEPAs and business owners will learn how to live their ideal life from the creator of the Entrepreneurial Operating System, Gino Wickman. … read more
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
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 to Fail At Business… By Refusing to Learn
By understanding what makes businesses fail, you will be more equipped to succeed and grow value in your business. … read more
Grow Your Exit Planning Knowledge at The Exit Planning Summit
The Exit Planning Institute is excited to officially announce the location of our 2022 Exit Planning Summit will be Scottsdale, Arizona!… read more
3 Ways to Improve Your Conversations with Business Owners
The most effective business relationships are formed by providing your clients with resources to suit their specific needs.… read more
What is The Exit Planning Summit?
We are thrilled to announce The Exit Planning Summit is back! For the first time since 2019, Exit Planning Institute will host the industry-leading conference on Exit Planning! We are excited to welcome hundreds of Certified Exit Planning Advisors in May 2022 for a conference to enhance their exit planning knowledge.… read more
The Cost of Inaction On Your Business Exit Strategy
Waiting to plan your exit strategy until months before your exit leads to problems with your personal, financial, and business life.… read more