“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 […]
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 […]
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 […]
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 […]
Have you ever wondered why owners simply refuse to prepare an exit plan for their business? Why they are more likely to invest time rearranging their sock drawer than planning for their exit? Why even the word Exit Plan is such a turnoff for most owners? Owners want to talk about how they can improve […]
An advisor with expertise in exit planning can play a critical role in preparing a business owner for an effective transition — whether the change is planned or not. Exiting a business may take the form of a sale or planned handover to a younger generation, or it can result more suddenly due to a […]
Don’t miss the most transformational exit planning event of the year.
- 2 Keynote Addresses with World-Renowned Entrepreneurs
- 9 Interactive Breakouts
- 2 Guru Sessions
- 1 Golf Outing + 1 Charity Fundraiser Party
- 3 Advanced Workshops
- Excellence in Exit Planning Awards
- A career-changing experience.
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 […]