Filling the Room with Creative Ideas


OwnerRoundtable Education: Filling the Room with Creative Ideas

Creating Lasting Change: EPI Welcomes Three New Facilitators Conducting the Owner Engagement Discovery Day at the EPI headquarters is a unique experience. The experts, facilitators, and CEPAs who attend fill the room with creative ideas while they learn to create successful business owner peer groups. The owner engagement membership has grown and now supports roughly… read more

Exit Planning Awareness Across the Country

We cannot believe it is June 1, it has been a busy year for exit planning.  You may have seen us across the country, in your region or we may be coming your way soon. The Exit Planning Institute is committed to providing best industry content, ongoing practice support, and owner education resources. In order… read more

Your Insider’s Look: 2019 Exit Planning Summit

The 2019 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,… read more

Watch Brand-New Podcast: Doran & Snider on “The Deal – Unscripted”

Our CEO Chris Snider sat down with Dan Doran of Quantive for their first episode of their brand-new podcast series, “The Deal – Unscripted” to talk about exit planning, the three legs of the stool and the types of important conversations all CEPAs should be having with their clients. Be sure to tune in!  … read more

OwnerRoundtable Education: CEPAs Teaching Owners about Managing Value Coast-to-Coast

Creating Lasting Change: The Advantages of Peer Learning This week, EPI hosted another executive strategy discovery training for the newest CEPAs a part of the Owner Engagement Membership, an elite group of advisors who conduct education and lead owner peer learning groups in regions across the country. During this two-day session, CEO Christopher Snider and… read more

2019 Announcement: 50 CEPAs Join the Network

The Certified Exit Planning Advisor (CEPA) designation is awarded to those professionals who meet the experience and education requirements, attend the credentialing program, and pass the proctored exam.  The CEPA designation is accepted by more than 18 major designations and organizations, making it the most widely endorsed and accepted exit planning designation in the marketplace today. To… read more

Spreading Exit Planning Awareness: 2019 The Gathering in Southern California

On Friday, February 22, Christopher and Scott Snider combined forces to deliver an interactive keynote speech at the fifteenth Gathering, hosted by the Southern California Institute. Their speech was a deep-dive into Snider’s recently released ebook, Fishing for Value: A Short Story about Succession Planning, Business Growth, and Exit, which complemented the conference’s theme of… read more

2018 Announcement: 51 New CEPAs Join Community

The Certified Exit Planning Advisor (CEPA) designation is awarded to those professionals who meet the experience and education requirements, attend the credentialing program, and pass the proctored exam.  The CEPA designation is accepted by more than 18 major designations and organizations, making it the most widely endorsed and accepted exit planning designation in the marketplace today. To… read more

2018 Announcement: 41 New CEPAs Join Community

The Certified Exit Planning Advisor (CEPA) designation is awarded to those professionals who meet the experience and education requirements, attend the credentialing program, and pass the proctored exam.  The CEPA designation is accepted by more than 18 major designations and organizations, making it the most widely endorsed and accepted exit planning designation in the marketplace today. To… read more