What Do You Believe is the Most Important to a Business Owner During Their Exit? - LinkedIn Results


CEPA Masterclass Testimonials

Our CEPA Masterclasses provide a virtual classroom experience that trains and certifies qualified professional advisors with the Certified Exit Planning Advisor (CEPA) designation in the field of exit planning.… read more

2021 New Year’s Resolutions

December 31st is the last day of 2020! What has been a whirlwind of a year will finally come to an end and hopefully we can look forward to only positive experiences in 2021.… read more

Passing the Chapter Baton – Twin Cities Metro Area

Just like serving a term as President of the United States, Julie Keyes feels after four years as president of EPI’s Twin Cities Metro Area (TCMA) chapter, it is the perfect time for new leadership to step in and take her place.… read more

Planning for The Unexpected Exit

Our newest Marketing Coordinator, Colleen Kowalski, shares her experience with an unplanned exit and how it relates to Exit Planning. I began 2020 with a list of resolutions for the coming year. I planned to limit the amount of time I spent watching Netflix, take my dog on more long walks, eat healthier, and maybe,… 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