Exit Planning Institute
@beyondcepa
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The authority on Exit Planning Education, Resources, and Content for Professional Advisors and Business Owners. #ExitPlanning #ValueAcceleration #CEPA
Cleveland, OH
Joined January 2013
50% of businesses will fail due to the results of unintended consequences. Exit Planning Institute refers to these factors as the 5 Ds. Divorce, Disagreement, Disability, Distress, and Death. Check out our whitepaper, case study, and infographic here:.
blog.exit-planning-institute.org
Did you know 50% of businesses fail as a result of unintended consequences? EPI refers to these factors as the 5 Ds. Divorce, Disagreement, Disability, Distress, and Death.
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We interviewed @DanNegroni, C-Suite Advisor at launchbox, to learn more about his 2024 Exit Planning Summit mainstage session, what inspired him to study generational differences, and insights from his book! . Learn more from Dan in our interview below:.
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As March is Women's History Month, we are highlighting some of the women who will share their insights at the Exit Planning Summit. Today we introduce Mary Pat Knight our blog! #ExitPlanningInstitute #ExitPlanning #WomensHistoryMonth #WomensMonth
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Nothing brings an office, friend group, or family together quite like a March Madness Bracket. Learn more about winning Exit Planning Teams on our blog:
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Unlock the Superpower of M&A in Lower Middle Market Growth! Dive into the article now: Making M&A Your Superpower: Success with REAG #MergersAndAcquisitions #BusinessGrowth #REAG #LowerMiddleMarket #TransformationalAdvisory #ClientSuccess #ExitPlanning
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The findings from the 2023 State of Owner Readiness Report are in! There have been significant strides in the preparation for and interest in business transitions. Read our blog to learn more. #exitplanning #ownerreadiness #exitplanninginstitute
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As we celebrate the women in exit planning, we are highlighting some of the women who will share their insights with our network at the Exit Planning Summit. Learn about Kerry Siggins on our blog! #ExitPlanning #ExitPlanningSummit #WomensHistoryMonth
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Since the launch of the CEPA® credentialing program in 2007, the EPI has credentialed over 5,000 advisors across the globe. We interviewed Mark Zastrow to learn how he incorporates his CEPA education into his practice. Read the #CEPASpotlight here:.
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How do you maintain your culture as your company scales and grows? Listen to @DanNegroni and @EpiSnider on the latest episode of the #ExitIsNowPodcast. Now available wherever you stream your podcasts! #ExitPlanningInstitute #ExitPlanning #BusinessPodcast
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EPI has launched the 2023 National State of Owner Readiness Report! How ready are business owners as compared to the first national report a decade ago? Download the report and find out now! #ExitPlanningInstitute #StateOfOwnerReadiness
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Are You Prepared to Leap Into Your Life After Exiting Your Business? . In honor of our “extra day” this year, we are sharing some facts about business owner exit readiness from the 2023 National State of Owner Readiness Report. #ExitPlanningInstitute
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Today we share an excerpt from EPI CEO Christopher Snider's book, Walking To Destiny: 11 Actions An Owner Must Take To Rapidly Grow Value & Unlock Wealth. #ExitPlanningInstitute #ExitPlanning #WalkingToDestiny
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5 Inspiring Speakers Take the Stage During the 2024 Exit Planning Summit Power Sessions!. The Power Sessions are one of the highest-rated and most engaging sessions during the #ExitPlanningSummit. #ExitPlanningSummit #ExitPlanningInstitute
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As we celebrate 10 years of the #StateOfOwnerReadiness begin our 10 day countdown to the release of the 2023 National State of Owner Readiness Report, we are sharing 10 statistics from the new report!. Register for the State of the Institute Address here:.
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Luci Gabel, Power Session Speaker at the 2022 Exit Planning Summit, shares some of the lesser-known benefits of decentralizing a business owner from their business. Read Luci's insights in our EPI Community-contributed article below: .
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While other businesses and organizations celebrate true love and wedded bliss this Valentine’s Day, we continue our tradition of discussing divorce on Valentine’s Day for the fourth year!. Read the article here: .
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Only 1 week left to nominate a CEPA for the 2024 Excellence in Exit Planning Awards! . These awards include.Peter Christman Exit Planner of the Year Award.Leader of the Year Award.Member of the Year Award. Nominate a CEPA today here: . #ExitPlanningSummit
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As a speaker at the #ExitPlanningSummit, @BenUtecht shared how being a #SuperBowl Champion helped him become a leader. Watch his full Power Session here: Register for the 2024 Exit Planning Summit here: #SuperBowlLVIII
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John Warrillow and @EpiSnider talk about the benefit of Value Acceleration and after-business planning on the #ExitIsNowPodcast! . Listen to the full episode wherever you stream your podcasts! . #ExitPlanningInstitute #ExitPlanning
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As we gear up for another impactful #ExitPlanningSummit, we wanted to share the 12 incredible authors joining us in Marco Island on Monday, April 29, at our Author Showcase. Learn more about their amazing books here: . #ExitPlanningInstitute #Authors
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Learn more about our Gold, Silver, and Bronze partners for the 2024 #ExitPlanningSummit and the resources they can provide for our exit planning community below.
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