Schedule

11:00 AM
11:00 AM - 05:00 PM
The Ritz-Carlton, Naples Golf Resort

EPI Inaugural Golf Outing

We are pleased to invite you to the first-ever EPI golf outing! Partner up with your peers from across the global community to play a round. Discounted group rate available through EPI: $125 per ticket. Limited to the first 20 people.
05:00 PM
05:00 PM - 07:00 PM
The Ritz-Carlton, Naples

Pre-Summit Meet-and-Greet

The registration desk opens on Sunday evening and attendees are welcome to join together for a pre-summit happy hour! Connect with colleagues, meet new faces, and get ready for a great couple of days!
07:00 AM
07:00 AM - 07:30 AM
Grand Foyer

Registration & Breakfast

Didn't check in on Sunday night? Not a problem! Come down early on Monday morning for registration and continental breakfast. Grab a cup of coffee and a seat before the first session of the day.
07:30 AM
07:30 AM - 08:15 AM
General Session

The Industry Outlook

Presented by the experts at BNY Mellon Wealth Management
08:30 AM
08:30 AM - 08:45 AM
General Session

Summit Kickoff

Opening remarks by our leader, Scott Snider, EPI Vice President, as he sets the tone for the International Summit. Triggering Owner Action: Real Stories. REAL Results.
08:45 AM
08:45 AM - 10:00 AM
Opening Keynote Session

[FEATURED] From 80 Million to 230 Million: An Inside Look at "The Perfect Exit"

Imagine yourself as a 24-year-old. You get a call that your father has passed away and that you have inherited the responsibility of running the family business, a multi-million-dollar manufacturing firm in Northeast Ohio. Your family, your employees, and your community are counting on you to keep the ship afloat. So what do you do? Andy’s answer: triple your company value and sell at a premium. Andy Rayburn and Chris Snider take the stage this September as the opening keynote for the International Summit, giving advisors and owners from across the globe an inside look at the “Flex-it” and breakdown how to make the perfect exit become a reality. Don’t miss this massive industry opportunity; it won’t happen again.
10:00 AM
10:00 AM - 10:20 AM
Exit Solutions Marketplace

Exhibits & Refreshments

Meet the experts, partners, and solutions that top exit advisors need to take their firm to the next level.
10:20 AM
10:20 AM - 11:20 AM
Breakout Session [1]

The Price of Owner Dependence: Real Stories of Building a Business that Can Run (and Run Well) Without the Owner

10:20 AM
10:20 AM - 11:20 AM
Breakout Session [2]

Value Enhancement Strategies

10:20 AM
10:20 AM - 11:20 AM
Breakout Session [3]

Family Transaction Navigation

11:30 AM
11:30 AM - 01:00 PM
Paid Luncheon

The Dealmaker's Roundtable Luncheon: Creating a Pre-Transaction Marketplace

Don't miss this educational, interactive roundtable session with innovative experts in the the transaction marketplace! This session is brought to you by the leaders at KLH Capital and MCM Capital Partners.
01:00 PM
01:00 PM - 01:20 PM
EPI Lounge Session

Harnessing Your Benefits to New Outcomes

Join Josh Koza, Client Experience Manager, to take a deeper look into your member benefits and assets and how to leverage the tools, content, and solutions into your current marketing and client delivery strategy.
01:00 PM
01:00 PM - 01:20 PM
Exit Solutions Marketplace

Exhibits & Refreshments

Meet the experts, partners, and solutions that top exit advisors need to take their firm to the next level.
01:20 PM
01:20 PM - 02:20 PM
Breakout Session [4]

Third Act Planning 101: A Financial Plan That Addresses All Three Legs of the Stool

01:20 PM
01:20 PM - 02:20 PM
Breakout Session [5]

Convert Opportunity into More Opportunity: Using Your Paid Engagement to Fill Your Exit Planning Funnel

01:20 PM
01:20 PM - 02:20 PM
Breakout Session [6]

Strategies to Trump an Exiting Owner's Tax Risk

02:25 PM
02:25 PM - 03:25 PM
Breakout Session [7]

The Boomer Shift: How to Approach the Transition to Next Generation Business Owners

02:25 PM
02:25 PM - 03:25 PM
Breakout Session [8]

The Advisor of the Future - From Success to Significance

02:25 PM
02:25 PM - 03:25 PM
Breakout Session [9]

The Entrepreneurial Advisor (and the Formula to Scale Your Practice)

03:25 PM
03:25 PM - 03:45 PM
Exit Solutions Marketplace

Exhibits & Refreshments

Meet the experts, partners, and solutions that top exit advisors need to take their firm to the next level.
03:45 PM
03:45 PM - 04:45 PM
General Session

[FEATURED] The Psychographics of the Entrepreneur

Why do business owners procrastinate exit planning in the face of overwhelming evidence of the benefits? Are they dim? Stubborn? Or just plain lazy? It turns out, none of the above. Business owners are wired differently than most of us, which means what we see as an obvious investment of time, they see as a waste. There is, however, a way to get through to business owners and get them to take action on their exit plan, but it requires you first understand their psycho-graphic DNA.
05:00 PM
05:00 PM - 07:00 PM
GRAND RECEPTION

[CHARITY RECEPTION] The Annual Summit Giveback

Mix, mingle, unwind, bid, and do some good! We are pleased to support the needs of The Center for Autism and Related Disabilities (CARD) at the University of South Florida. This event is co-hosted by the American Endowment Foundation and proceeds will be donated to CARD.
07:00 AM
07:00 AM - 07:15 AM
Grand Foyer

Registration & Breakfast

Come down early on Monday morning for registration and continental breakfast. Grab a cup of coffee and a seat before the first session of the day.
07:15 AM
07:15 AM - 08:00 AM
General Session

Breakfast Session

Presented by Prudential Capital Group
08:00 AM
08:00 AM - 08:10 AM
Exit Solutions Marketplace

Exhibits & Refreshments

Meet the experts, partners, and solutions that top exit advisors need to take their firm to the next level.
08:10 AM
08:10 AM - 09:40 AM
Expert Panel

Guru Session: New Marketing Strategies for the Professional Advisor"

Marketing is an ever-changing challenge for advisors from all specialties. We have assembled a panel of experts from strategy, PR, and digital marketing disciplines to give you the knowledge and tactics you want to create market disruption, heighten brand visibility, and increase your market results.
08:10 AM
08:10 AM - 09:40 AM
Expert Panel

Guru Session: Your Exit Planning Practice Strategy Reinvented

You are building your exit planning line of business or your dedicated practice. You need help creating a strategy, framework, and delivery model that converts results and produces a P&L you can be happy about.
09:40 AM
09:40 AM - 09:50 AM
Exit Solutions Marketplace

Exhibits & Refreshments

Meet the experts, partners, and solutions that top exit advisors need to take their firm to the next level.
09:50 AM
09:50 AM - 11:50 AM
General Session

[FEATURED] The Live Owner Roundtable

Witness owner education and business development at its finest in the ground-breaking, first-of-its-kind, closing Summit session: the LIVE Owner Roundtable!
12:00 PM
12:00 PM - 01:30 PM
General Session

Excellence in Exit Planning Awards Luncheon

The Excellence in Exit Planning Awards, sponsored by the leaders at BNY Mellon Wealth Management, is the annual event hosted by the Exit Planning Institute, which honors the Peter Christman Exit Planner of the Year. The Exit Planner of the Year is a professional advisor who demonstrates their
 thought leadership within the profession, who helps clients happily transition by
 successfully aligning their business, personal, and financial goals, and who demonstrates they have led and worked collaboratively with their fellow advisors. The awards ceremony
 also recognizes two additional advisors with Leader of the Year and Member of the Year. NOMINEES TO BE ANNOUNCED ON JUNE 30.
08:30 AM
08:30 AM - 04:30 PM
ADVANCED PROGRAM

How to Sell Exit Planning Services Workshop

08:30 AM
08:30 AM - 04:30 PM
ADVANCED PROGRAM

Value Growth Advanced Applications Workshop

08:30 AM
08:30 AM - 04:30 PM
ADVANCED PROGRAM

Moving Beyond the Trusted Advisor | Co-sponsored by the Client Experience Institute

ADVANCED TRAINING OPPORTUNITIES

Owner Engagement Sales
Strategies Workshop

 

This top-rated marketing and implementation course will create a clear path to owner engagement, through tactical envisioning exercises, “no nonsense” marketing training, and career-changing sales meeting conditioning.  You will emerge highly-efficient, motivated, and with an “exactly right solution” to growing your practice.  Taught by international expert, Sean Hutchinson, entrepreneurial growth hacker, Scott Snider, and marketing strategist, K. Brooke Norman.

 

$700 | Limited to 30 Seats

 

Register Now

Value Growth Advanced
Applications Workshop

 

Take the next step to becoming a true Value Advisor by learning how to conduct the Triggering Event and creating prioritized action plans that derisk the business and rapidly grow value.  Taught by EPI CEO/President, creator of the Value Acceleration MethodologyTM, award-winning author of Walking to Destiny: 11 Actions an Owner Must Take to Rapidly Grow Value & Unlock Wealth, and honoree of the Alliance’s 2016 Thought Leader of the Year award.

 

$1,500 | Limited to 10 Seats

 

Register Now

 

Beyond the Trusted
Advisor Workshop

 

Beyond the Trusted Advisor™ is a flagship program designed to ignite, inspire and energize. You will spend the day learning and practicing techniques that will expand your capabilities of impacting the client through different forms of value creation, relate more effectively to different behavioral styles across the stakeholder spectrum, and elevate your client engagement acumen so relationship currency can be more easily built. Learn from CEI Founders, Marc Rosen and Judy Bodenhamer.

 

$995 | Limited to 30 Seats

 

Register Now

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The Authority in Exit Planning and Value Acceleration

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