Benefits of the CEPA Leadership Cohort
The Exit Planning Institute is proud to continue our partnership with InitiativeOne and now offers our CEPAs the CEPA Leadership Cohort. … read more
Benefits of the CEPA Leadership Cohort
CEPA Feud is Back!
One of the most popular sessions during our past Summits was CEPA Feud, and we are excited to announce its return this Spring! … read more
4 Innovative Panel Sessions at The 2022 Exit Planning Summit – And How They Will Benefit Your Business
EPI will host four expert panels at our 2022 Exit Planning Summit this May in Scottsdale, Arizona. Learn more about these vibrant sessions. … read more
The 2022 Exit Planning Summit Charity Giveback
We spoke with Giveback Partners, Strazzeri Mancini and The Founders Group, to learn more about the Phoenix Children's Foundation. … 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
How to Incorporate Charitable Intent with Business Exit Planning
September 5th is recognized as the International Day of Charity. How do you as a business owner decide what organizations or causes to support? And even more importantly, how much do you plan on setting aside with charitable intent? … 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
EPI Advisors Raise $20 Thousand for Alzheimer’s at 2018 Summit Giveback
NASHVILLE, TN – Sept. 25, 2018 — Attendees of the 2018 Exit Planning Summit raised $20,000 for Abe’s Garden at the Annual Summit Giveback through a major silent auction held at the Hilton Nashville Downtown on Monday night. The Exit Planning Institute’s Annual Summit Giveback differs from other Summits in the advisory field. The Summit… read more