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 […]

Advisor Pitfalls addressed in 7 Powerful Talks by 7 Real-World Experts

Advisor Pitfalls addressed in 7 Powerful Talks by 7 Real-World Experts

Introducing the NEW 2018 Exit Planning Power Sessions: Inspired by TED, the global community bringing you ‘ideas worth sharing.’  These speeches will follow the principles found in a great ‘TED talk’ by delivering the Summit attendees short, powerful speeches that challenge your world view on very specific, relevant, and compelling topics. This Year’s Power Session […]

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The Authority in Exit Planning and Value Acceleration

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