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 […]

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 […]

Congratulations to the 2017 Excellence in Exit Planning Award Winners!

Congratulations to the 2017 Excellence in Exit Planning Award Winners!

  The closing event at the 2017 Exit Planning Summit is the Excellence in Exit Planning Award Luncheon where our Vice President, Scott Snider, takes the stage and recognizes those exit planners that are making a remarkable impact on the local and global community. It was an incredible closing note to an ever-eventful Summit and […]

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The Authority in Exit Planning and Value Acceleration

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