Excellence in Exit Planning Awards


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

Congratulations to the 2019 Excellence in Exit Planning Award Winners!

At the 2019 Excellence in Exit Planning Awards reception three advisors were recognized for their remarkable impact on the local and global community. The Exit Planning Institute would like to extend an official congratulations to 2019 Exit Planner of the Year, Dan Doran, 2019 Leader of the Year, Joseph Strazzeri, and 2019 Member of the… read more

Top Reading List to Improve Your Marketing

In a marketplace where everyone is at the top of their game, it is important to give yourself an edge. In order to continuously progress and develop skills that set you apart, you must stay educated and practice lifelong learning. Experts with a voracious appetite for success, Warren Buffett, Mark Cuban, and Bill Gates, all… read more

End of Summer Roundup

This Summer has been packed with new content, engaging broadcasts, and accomplishments by many in the advisor community. We know Summer is hectic for us all, so below is a curated list of the content you may have missed. In case you missed it! The Exit Planning Institute made a few announcements. Stay in the… read more

Announcement: 2019 Excellence in Exit Planning Award Nominees

The 2019 Excellence in Exit Planning Awards are sponsored by UBS Financial Services, Inc. The exit planning profession poses unique challenges and opportunities. The advisors leading this industry tend to be more entrepreneurial, display high leadership, and are instrumental in driving best practices for their peers and for business owners themselves. Exit planning advisors are… read more

Congratulations to the 2018 Excellence in Exit Planning Award Winners!

The exit planning profession poses unique challenges and opportunities. The advisors leading this industry tend to be more entrepreneurial, display high leadership, and are instrumental in driving best practices for their peers and for business owners themselves.  The closing event at the 2018 Exit Planning Summit is the Excellence in Exit Planning Award Luncheon, where… read more

Congratulations to the 2017 Excellence in Exit Planning Award Winners!

The closing event at the 2017 Exit Planning Summit is the Excellence in Exit Planning Award Luncheon where our Vice President, Scott Snider, takes the stage and recognizes those exit planners that are making a remarkable impact on the local and global community. It was an incredible closing note to an ever-eventful Summit and we’d… read more

Congratulations to the 2016 Excellence in Exit Planning Award Winners!

2016 Award Winners

The closing event at the International Summit was the Excellence in Exit Planning Award Luncheon where our Vice President, Scott Snider, took the stage and inspired us with a motivational discussion on Relentless Execution and recognized those exit planners that are making a remarkable impact on the local and global community. Congratulations to the 2016… read more