EPI is Pleased to Welcome 160 New Advisors to the CEPA Community


Mid-Year Review State of the Institute Address

Over the past 60 days, the whole world has had to pivot, and in this broadcast EPI Vice President Scott Snider discussed the current market position of EPI, the future of CEPAs, forecasting for the rest of 2020 and our 3-year vision, and trends and topics for CEPAs. … read more

367 Strong

CEPA Chicago | Class of 2019: Join in congratulating and welcoming the 69 newest advisors to join the growing exit planning community!… read more

2019 National Small Business Week

[May 5-11, 2019] It is 2019 National Small Business Week! As an education company that trains advisors on how to help create exit readiness in privately-held businesses, EPI wants to spread the word and ask you to join us in spreading awareness. According to reliable data sources, small businesses employ half of the American workforce.… read more