Exit Planning Institute

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DISCOVER THE NEWEST EXIT PLANNING CONTENT

CaseStudies

CASE STUDIES

Explore real-world success stories from the exit planning community in these case studies. From building transferable value to navigating complex transitions, each story offers practical insight to help you apply proven strategies in your own work.
MTM (1)-1

MASTERING THE MARKET

Hear firsthand perspectives shared directly from leading industry experts in the exit planning community. From becoming best-in-class to better connecting with people, these collections provide valuable insight to grow your knowledge and sharpen your skills.

AnnualExit

ANNUAL EXIT

EPI's first-of-its-kind exit planning magazine is full of comprehensive insights and to engage fellow advisors and business owners alike. Annual Exit provides information that can help shape successful conversations and strategy, making it a valuable resource.

FEATURED ARTICLES

Exit Planning Institute Welcomes InitiativeOne® as Partner
EPI Welcomes InitiativeOne Leadership Institute as Partner
Blog

Exit Planning Institute Welcomes InitiativeOne® as Partner

Apr 17, 2026 11:00:01 AM
The Intellectual Property Risks of AI in Exit Planning
The Intellectual Property Risks of AI in Exit Planning
CEPA

The Intellectual Property Risks of AI in Exit Planning

Apr 16, 2026 11:00:02 AM
Recognizing Certified Exit Planning Advisors from our 2010 Class
Recognizing CEPAs from our 2010 Class (From left: Craig West, Roy Messing, Odee Ingersoll, Douglas Dickey, Jay Simecek)
CEPA

Recognizing Certified Exit Planning Advisors from our 2010 Class

Apr 13, 2026 11:00:01 AM
Meet the 2026 Exit Planner of the Year Nominees
Meet the 2026 Exit Planner of the Year Nominees (Neil McPeak and Renee Russo)
Exit Planning Summit

Meet the 2026 Exit Planner of the Year Nominees

Apr 9, 2026 11:00:02 AM
Meet the 2026 Excellence in Exit Planning Nominees
Meet the 2026 Excellence in Exit Planning Award Nominees (From left: Wally Waldron, Jerome Myers, Todd Yeiter, Jason Bush, Kristin Carlson)
Exit Planning Summit

Meet the 2026 Excellence in Exit Planning Nominees

Apr 6, 2026 11:00:00 AM
View All Blog Articles

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