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EPI Advisors Raise $20,000 for Alzheimer’s

EPI Advisors Raise $20,000 for Alzheimer’s

Leaving a Positive Footprint in the Exit Planning Summit Host City Original article shared from EPI Blog on 9/29/2018   NASHVILLE, TN – Sept. 25, 2018 — Attendees of the 2018 Exit Planning Summit raised $20,000 forAbe’s Garden at the Annual Summit Giveback through a major silent auction held at the Hilton Nashville Downtown on Monday night. The […]

Summit Giveback Goes Virtual! Silent Auction Now Open to Entire Exit Planning Community

Summit Giveback Goes Virtual! Silent Auction Now Open to Entire Exit Planning Community

The Exit Planning Summit is featured in a different city every year which gives attendees a chance to experience amazing destinations while participating in the annual conference.  On top of that, each year our team at the Exit Planning Institute collaborate with local leaders in the host city to identify a local charity or cause […]

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

More Than a Title: Honoring Leaders Who Lead by 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 […]

2018 Announcement: 55 New CEPAs Join Community

2018 Announcement: 55 New CEPAs Join Community

The Certified Exit Planning Advisor (CEPA) designation is awarded to those professionals who meet the experience and education requirements, attend the credentialing program, and pass the proctored exam.  The CEPA designation is accepted by more than 18 major designations and organizations, making it the most widely endorsed and accepted exit planning designation in the marketplace today. To […]

Millennial takeover by 2025?

Millennial takeover by 2025?

Did you know? The workplace is a diverse mix of all generations right now. Some of the differences cause great chemistry; others cause conflict and disagreement. Now consider transitioning business owners and their potential successors. Do Baby Boomers and Millennials share the same value systems? And how many privately-held businesses are currently owned by Boomers? […]

The Countdown is on…125 Days Left

The Countdown is on…125 Days Left

Official Announcement: Earlybird Registration: $1000 | EPI Member Earlybird Rate: $950 -Discount expires June 30- The Exit Planning Summit is not your typical conference. The Summit mixes traditional conference-style learning sessions with high energy, collaborative, workshop-style practice group sessions. Experience the difference at the Hilton Downtown Nashville Hotel on Sept 24 & 25, 2018. Introducing the following new Summit […]

Summit approved for 11 CFP Credits & 16 CPE Hours

Summit approved for 11 CFP Credits & 16 CPE Hours

The Exit Planning Summit has always brought you the best industry content and interactive, transformational educational sessions.  And this year, we are pleased to bring you more continuing education credits for your major designations, too! 2018 Exit Planning Summit is approved for: 16 CPE Hours | 11 CFP® Credits If you are looking to bank NASBA […]

Exit is Now. Plan Accordingly: Inside the 2018 Exit Planning Summit

Exit is Now. Plan Accordingly: Inside the 2018 Exit Planning Summit

“I NEVER MISS THE SUMMIT. IT BRINGS TOGETHER THE MOST CREATIVE AND COMMITTED PROFESSIONALS IN THE INDUSTRY.” -Sean Hutchinson, CEPA, co-founder of SVA Value Accelerators, 2015 Exit Planner of the Year   This September in Nashville, advisors from across the globe will gather to learn the latest in exit planning while immersing themselves in a […]

New! The Interactive Case Study eBook Designed to Simulate Real-Life Exit Planning Realities

New! The Interactive Case Study eBook Designed to Simulate Real-Life Exit Planning Realities

Woven throughout the entire Summit agenda will be the first-of-its-kind case study eBook, “Exit is Now,” written by a team of EPI thought leaders from across the exit planning profession, to help attendees explore and address the most complex and pressing questions when helping an owner achieve a truly successful exit. Meet the “Owner:” Happy 65th Birthday […]

Advisor Pitfalls addressed in 7 Powerful Talks by 7 Real-World Experts

Advisor Pitfalls addressed in 7 Powerful Talks by 7 Real-World Experts

Introducing the NEW 2018 Exit Planning Power Sessions: Inspired by TED, the global community bringing you ‘ideas worth sharing.’  These speeches will follow the principles found in a great ‘TED talk’ by delivering the Summit attendees short, powerful speeches that challenge your world view on very specific, relevant, and compelling topics. This Year’s Power Session […]

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