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Congratulations to the 2017 Excellence in Exit Planning Award Winners!

Congratulations to the 2017 Excellence in Exit Planning Award Winners!

  The closing event at the 2017 Exit Planning Summit is the Excellence in Exit Planning Award Luncheon where our Vice President, Scott Snider, takes the stage and recognizes those exit planners that are making a remarkable impact on the local and global community. It was an incredible closing note to an ever-eventful Summit and […]

Webinar Invite: The Best Possible Experience (from a Few Days in Naples)

Webinar Invite: The Best Possible Experience (from a Few Days in Naples)

The 2017 Exit Planning Summit is the most significant advisor event in the industry with a massive lineup of education, activities, and events to experience in a few short days.  On top of 6-star rated education, once-in-a-career keynote sessions, 10TH anniversary celebration, and influential networking, the Summit connects you with premier exit planning providers and […]

From Success to Significance

From Success to Significance

The Client Experience Institute co-founders, Marc Rosen and Judy Bodenhamer, have partnered with EPI’s 2017 Exit Planning Summit to bring transformational education to you during the post-Summit advanced workshops on Wednesday, September 13. Program Details: Moving Beyond the Trusted Advisor – From Success to Significance Professional service providers are being challenged like never before to […]

The EPI Weekly Update: August 5

The EPI Weekly Update: August 5

This blog post has been contributed by the communication team at the Exit Planning Institute, an organization dedicated to providing the best industry content, ongoing practice support, and owner education to the middle market.   EPI VP, Snider, speaking on “Triggering Owner Action” in Indianapolis this month The single biggest challenge facing exit planning advisors […]

The EPI Weekly Update: July 29

The EPI Weekly Update: July 29

This blog post has been contributed by the communication team at the Exit Planning Institute, an organization dedicated to providing the best industry content, ongoing practice support, and owner education to the middle market. Announcing the Nine Nominees Exit Planning Institute (EPI) is passionate about changing outcomes for middle market business owners. And as the […]

Vice President, Scott Snider Interviews with Business RadioX

Vice President, Scott Snider Interviews with Business RadioX

Scott Snider, Exit Planning Institute’s vice president, was interviewed on Business RadioX, a network dedicated to helping local business and professional associations get the word out about the important work they are doing to serve their market, profession, and community. Snider spoke with Stone Payton and Lee Kantor, hosts for Business RadioX, about various topics […]

Announcement: 2017 Excellence in Exit Planning Award Nominees

Announcement: 2017 Excellence in Exit Planning Award Nominees

Article written by EPI Vice President, Scott Snider Exit Planning Institute (EPI) is passionate about changing outcomes for middle market business owners.  And as the leaders of EPI, we are fortunate to foster a community of elite specialists, advisors, and influencers from across the world that are also determined to help business owners grow value […]

Change the Way Your Clients Think About Exit Planning

Change the Way Your Clients Think About Exit Planning

This article was contributed by the experts at BNY Mellon Wealth Management For many business owners, the term “exit planning” has a negative connotation. As a result, they often wait too long to start preparing, which makes the ultimate transition difficult—or worse, unsuccessful. As advisors, we can help business owners overcome this challenge by changing […]

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