Message from our Vice President

Message from our Vice President

The EPI International Summit is the exit planning conference within our industry. Coined the “Super Bowl for Exit Planning:”. It contains the best content taught by top experts in the marketplace. The Summit brings together 125 of the top CEPAs a part of EPI combined with other leading advisors, thought leaders and partners within the exit planning space. It features 20 educational sessions taught in interactive workshop style form and 7 events including the Excellence in Exit Planning Awards all within the 2 day Summit.

Last year at our Summit our conversations were all around becoming the Advisor of the Future. Professional advisors would have to begin to evolve and reinvent themselves over the next five to ten years as business owners needs would begin to change. Business owners would need more than just a wealth manager, more than just an accountant, more than just an attorney. They would need an advisor who could help the grow and transition their business, while aligning goals of the business, their personal lives and their personal financial plans thus allowing them to realize the wealth trapped inside of their business.

Building from that we now look to build an owner mindset and understand how to engage the business owner to get them to a point that triggers action and produces results. And so for this years Summit we will follow a theme of Triggering Owner Action; Result Advice, Real Results. The educational built into this years Summit contains real life stories of business owners or case study materials. The instructors all are fellow practitioners and will share with attendees real expert advice that has produced real high quality results for business owners. The 2017 Summit attendee will come away with actionable tangible takeaways that allow them to go back into their local market engage business owners directly.

Celebrating the 10TH Anniversary of the CEPA Credential.

It is hard to believe that 10 years have passed since the co-founders of EPI introduced the Certified Exit Planning Advisor (CEPA) Credentialing Program to the industry.  Since 2007, the exit planning profession has gained momentum and in 2017, EPI has emerged as the “authority in exit planning and value acceleration” with the CEPA credential being the most widely accepted and endorsed exit planning designation in the market.

Experiencing CEPA reinvents the way advisors think and breaks down silos.  Whether you practice exit planning work or simply want to elevate your existing specialty approach, CEPA transforms your approach, sharpens your skills, and graduates you to the next stage in your professional development.

As we celebrate our 10TH Anniversary, we’d like to express our gratitude.  Thanks to our network of elite advisors, high-quality partners, expert instructors, our board of directors, and business owners.  And thank you to our CEPAs: Exit planning changes the way owners think; CEPA transforms you into the Advisor of the Future.  And you are the leaders changing outcomes worldwide.

I hope to see you at this monumental event.

Best regards,

Scott Snider

EPI Vice President

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