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 […]

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 […]

From Success to Significance

From Success to Significance

The Client Experience Institute co-founders, Marc Rosen and Judy Bodenhamer, have partnered with EPI’s 2017 Exit Planning Summit to bring transformational education to you during the post-Summit advanced workshops on Wednesday, September 13. Program Details: Moving Beyond the Trusted Advisor – From Success to Significance Professional service providers are being challenged like never before to […]

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 […]

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 […]

Change the Way Your Clients Think About Exit Planning

Change the Way Your Clients Think About Exit Planning

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 […]

The Exit Planning Summit History…Then and Now

The Exit Planning Summit History…Then and Now

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 […]

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 […]

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