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 […]

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 […]

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 […]

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 […]

Bringing Together 100 Top CEPAS

Bringing Together 100 Top CEPAS

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 […]

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