Blog

Meet the 2017 Exit Planning Summit Title Sponsor: BNY Mellon Wealth Management

Meet the 2017 Exit Planning Summit Title Sponsor: BNY Mellon Wealth Management

EPI is pleased to announce and introduce the 2017 Exit Planning Summit Title Partner: BNY Mellon Wealth Management BNY Mellon Wealth Management clients represent some of the most successful individuals, families and institutions around the world. We focus on protecting and growing our clients’ wealth through customized strategies and services. An important aspect of wealth protection […]

From 8 Million to 235 Million: An Inside Look at “The Perfect Exit”

From 8 Million to 235 Million: An Inside Look at “The Perfect Exit”

Imagine yourself as a 24-year-old that has inherited the responsibility of running the family business, a multi-million-dollar manufacturing and distribution firm in Northeast Ohio. Your family, your employees, and your community are counting on you to keep the ship afloat. So what do you do? Andy’s answer: explode your company value and sell at a […]

Witness in action the first-ever, public demonstration of the LIVE Owner Roundtable!

Witness in action the first-ever, public demonstration of the LIVE Owner Roundtable!

Exit planning is wrought with misconceptions, owners are unsure, and therefore hesitant to venture down new paths, and at the end of the day, your biggest competition is not the advisor-next-door; it is owner inaction. How can an advisor trigger owner action, win new engagements, and produce measurable results?  Change your approach and engage owners […]

Bringing Together 100 Top CEPAS

Bringing Together 100 Top CEPAS

I consider the annual International Summit to be the “superbowl” of EPI.  And as if it wasn’t enough, 2017 marks the celebration of our CEPA credential’s 10-year anniversary!  Exit Planning Institute and our high-caliber network of advisors are on a wave of momentum and I am proud to create a gathering each year to reconnect with our […]

Congratulations to the 2016 Excellence in Exit Planning Award Winners!

Congratulations to the 2016 Excellence in Exit Planning Award Winners!

The closing event at the International Summit was the Excellence in Exit Planning Award Luncheon where our Vice President, Scott Snider, took the stage and inspired us with a motivational discussion on Relentless Execution and recognized those exit planners that are making a remarkable impact on the local and global community. Congratulations to the 2016 […]

© 2018 Exit Planning Institute
The Authority in Exit Planning and Value Acceleration

Designed and Developed by ThemeXpert.