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? […]
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 […]
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 […]
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 […]
Early bird discounts expire today. Register as a member by clicking here. Register as a nonmember by clicking here.
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 […]
I consider the annual International Summit to be the “superbowl” of EPI. And as if it wasn’t enough, 2017 marks the celebration of our CEPA credential’s 10-year anniversary! Exit Planning Institute and our high-caliber network of advisors are on a wave of momentum and I am proud to create a gathering each year to reconnect with our […]