More Than a Title: Honoring Leaders Who Lead by Action and Example

More Than a Title: Honoring Leaders Who Lead by Action and Example

The exit planning profession poses unique challenges and opportunities. The advisors leading this industry tend to be more entrepreneurial, display high leadership, and are instrumental in driving best practices for their peers and for business owners themselves. Exit planning advisors are pioneers of a changing industry.   Each year, the Exit Planning Institute honors three […]

Witness in action the first-ever, public demonstration of the LIVE Owner Roundtable!

Witness in action the first-ever, public demonstration of the LIVE Owner Roundtable!

Exit planning is wrought with misconceptions, owners are unsure, and therefore hesitant to venture down new paths, and at the end of the day, your biggest competition is not the advisor-next-door; it is owner inaction. How can an advisor trigger owner action, win new engagements, and produce measurable results?  Change your approach and engage owners […]

© 2018 Exit Planning Institute
The Authority in Exit Planning and Value Acceleration

Designed and Developed by ThemeXpert.