Collaboration


EPI Masterclass Experiences

We are so excited to announce our EPI Insiders Bash! Though the pandemic this year has canceled a lot of in person gatherings, we still understand the importance of fostering connection.… read more

Introducing the EPI Insiders Bash

We are so excited to announce our EPI Insiders Bash! Though the pandemic this year has canceled a lot of in person gatherings, we still understand the importance of fostering connection.… read more

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

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

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