The Exit Planning Summit is featured in a different city every year which gives attendees a chance to experience amazing destinations while participating in the annual conference. On top of that, each year our team at the Exit Planning Institute collaborate with local leaders in the host city to identify a local charity or cause […]
The exit planning profession poses unique challenges and opportunities. The advisors leading this industry tend to be more entrepreneurial, display high leadership, and are instrumental in driving best practices for their peers and for business owners themselves. Exit planning advisors are pioneers of a changing industry. Each year, the Exit Planning Institute honors three […]
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 […]
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 […]
“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 […]
Exit Planning Advisors Pioneering an Industry and Leading Owners to Better Outcomes. Exit planning as an industry is still relatively new and topical and our advisors face unique challenges as they bring exit planning into the present. Statistics show the odds are not stacked in the owner’s favor: 80% of companies on the market do […]
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 […]
The Exit Planning Institute’s annual gathering, today known as The Exit Planning Summit, will be celebrating its 6th anniversary, while our designation, (Certified Exit Planning Advisor [CEPA]) will celebrate its 10th anniversary. Additionally, EPI has now been under the leadership of Snider Premier Growth’s (SPG) for five years…and for myself, I am entering my third […]
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 […]
The EPI International Summit is the exit planning conference within our industry. Coined the “Super Bowl for Exit Planning:”. It contains the best content taught by top experts in the marketplace. The Summit brings together 125 of the top CEPAs a part of EPI combined with other leading advisors, thought leaders and partners within the […]