Summit Giveback Goes Virtual! Silent Auction Now Open to Entire Exit Planning Community

Summit Giveback Goes Virtual! Silent Auction Now Open to Entire Exit Planning Community

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 […]

Millennial takeover by 2025?

Millennial takeover by 2025?

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? […]

The Countdown is on…125 Days Left

The Countdown is on…125 Days Left

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 […]

Summit approved for 11 CFP Credits & 16 CPE Hours

Summit approved for 11 CFP Credits & 16 CPE Hours

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 […]

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 […]

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