Exit Planning Institute

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FEATURED ARTICLES

Are All of These Advisors Exit Planners?

Are All of These Advisors Exit Planners?

As the need for exit planning becomes more prevalent to business owners, the need …

Mar 31, 2018 9:57:04 PM
How CPAs Benefit from the CEPA Designation

How CPAs Benefit from the CEPA Designation

A $50 Million Opportunity for the Most Trusted Advisor Business owners work with a…

Apr 21, 2021 5:45:00 AM

About Exit Planning Institute

epi-logoThe Exit Planning Institute (EPI) is an education company that provides exit planning education to advisors and middle market business owners.  We view exit planning as a strategy, not an event.

EPI leads the professional services profession with the best industry content, ongoing support, and owner education platform, all of which align with our mission: Change the outcome.

Only 2 out of every 10 businesses that come to market actually sell.  We want to increase the number of saleable businesses.

Only 30% of family businesses successfully transition to the second generation, only 12% transfer to the third, and the success rates diminish from there.  We want to improve those intergenerational transitions.

Of those that succeed in the sale of their business, 75% experience “profound regret” within one year of exiting their business.  We want to understand why and create strategies that achieve profound success, wealth, and satisfaction.

EPI is an education company, powered by an elite community of top advisors and owners, all focused toward creating a valuable, transferable future for the business marketplace.

Reinvent yourself with exit planning.