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 […]

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 […]

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 […]

Six Month Formula: 10 Exit Planning Advisors Who Captured the Eyes of the Marketplace

Six Month Formula: 10 Exit Planning Advisors Who Captured the Eyes of the Marketplace

Original article found at www.SniderValueIndex.com   Question: How did a diverse, competitive group of advisors capture the eyes of the media and business owner community? Answer: Integrated Collaboration. [DEC 2016] The Launch. Last year in Minneapolis, Julie Keyes, President of the EPI Twin Cities Metro Area and Founder of KeyeStrategies, joined the chapter network and […]

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 […]

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