Changing the Outcome for Business Owners


Reintroducing Hello Alice

If you have been a part of the Exit Planning Institute community for a while, you know how important changing the outcome for business owners is to us. Each year EPI collaborates with a charity or cause that can be positively impacted by our advisor community. This year, we collaborated with Hello Alice, an organization that… read more

The Giveback Goes Virtual

Each year at the Exit Planning Summit, Exit Planning Institute collaborates with local leaders in the host city to identify a local charity or cause that can be positively impacted by our opening networking social (coined the “Summit Giveback”), which raises funds. Since the Exit Planning Summit moved to a virtual space this year, the… read more

7 Leadership Fundamentals: Surviving COVID-19

Amid a global pandemic, businesses and teams are looking for ways to re-calibrate and catapult forward. One of these ways has been leaning into leadership. During changing and uncertain times, a team's leadership may be the way they stay afloat and weather the storm of adversity.… read more

CEPA Spotlight: Mark Kravietz

CEPA spotlight features the accomplishments of exceptional thought leaders in the advisory community. Acquire a deeper understanding and knowledge base by reading the stories of some of the industry's most perceptive experts.… read more

CEPA Spotlight: Justin Goodbread

Justin Goodbread, Business Advisor, Wealth Manager, Speaker, Blogger, Podcaster, Author, 2X Investopedia Top 100, Exit Planning Institute 2018 Leader of the Year, and much more, is not your typical advisor. Over the past 20+ years, Goodbread has started and sold three companies for profit, in addition to purchasing companies with many successes (and failures). His… read more

Planning Options

Wednesday, August 21, 2019  |  2:00-3:00 PM EST  |  Register Now In this upcoming broadcast hear from a panel of experts, including CEPA, Chris Vanderzyden, discussing winning strategies to exit on your terms. It’s difficult to imagine a day when you are not an integral part of your business, but every business owner will exit… read more

[Inside Look] Behind Evolve

When the Exit Planning Institute Executive team comes together to brainstorm the Summit theme each year, there are many factors that come into play. It causes the team to focus on our goals and look ahead to where we, as a company, are headed. This year, the Summit theme is Evolve. Increase your credibility. Enhance… read more

The Buyer’s Perspective on Value

The host, Ryan Tansom, invited CEPA Faculty and industry leader, Bobby Kingsbury, to discuss the topic “Valuing a Business: The Buyer’s Perspective,” and how he screens a potential investment.  There are a lot of misconceptions out there about bringing Private Equity (and some nightmare stories, too), and in this episode, Kingsbury breaks down how to recognize… read more

More Than a Title: Honoring Leaders Who Lead by Action and Example

leadership is not a position or a title it is action and example

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 pioneers of a changing industry.   Each year, the Exit Planning Institute honors three… read more

Advisors Evolving into Owner Educators: New Content added to OwnerRoundtable Library

Last week, EPI officially released the second installment of assets and content to those members a part of the Owner Engagement Membership (OEM). These new additions include content and training for the following: Reunion Roundtable Session Maximizing Business Value Panel Session Exit Options Panel Session This OwnerRoundtable Series™ content is designed to complement your current program,… read more