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
[San Diego, California] EPI is Pleased to Welcome 89 New Advisors to the CEPA Community
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
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
[Phoenix, AZ] EPI is Pleased to Welcome 66 New Advisors to the CEPA Community
CEPA Phoenix | Class of 2019: Join in congratulating and welcoming the 66 newest advisors to join the growing exit planning community!… 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
[Atlanta, GA] EPI is Pleased to Welcome 82 New Advisors to the CEPA Community
CEPA Phoenix | Class of 2019: Join in congratulating and welcoming the 42 newest advisors to join the growing exit planning community!… read more