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 […]

New! The Interactive Case Study eBook Designed to Simulate Real-Life Exit Planning Realities

New! The Interactive Case Study eBook Designed to Simulate Real-Life Exit Planning Realities

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 […]

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 […]

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 […]

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 […]

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