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 […]

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 […]

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 […]

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