THE EXIT PLANNING BLOG
Keep up-to-date with exit planning, succession planning, industry trends, unique specialty insights, and useful content for professional advisors and business owners.
The Giveback Goes Virtual
by Paige Wysocki on September 11, 2020
Each year at the Exit Planning Summit, Exit Planning Institute collaborates with local leaders in the host city to identify a local charity or cause that can be positively impacted by our opening networking social (coined the “Summit Giveback”), which raises funds. Since the Exit Planning Summit moved to a virtual space this year, the giveback did as well! Exit Planning Institute is proud to present the 2020 Giveback in collaboration with UBS Financial Services, Inc. and Hello Alice.
Join Exit Planning Institute for the 30-minute session on Tuesday, September 15 at 5:30 P.M. ET to hear the Executive Director of Hello Alice speak about helping small businesses in need and what they are seeing in this current environment.
Hello Alice is hosting the COVID-19 Business Resource Center and Industry Hubs (covid19.helloalice.com). Through the Center, business owners can connect with peers likewise affected by this pandemic and experts to get the help they need in real time, including comprehensive access to financial support, government programs, real-time policy updates, enterprise discounts, virtual events, and step-by-step guides targeted at specific industries as they prepare to reopen. Through the center, small business owners were provided with the opportunity to apply for $10,000 COVID-19 Business for All Emergency Grants on a rolling basis that include mentorship for every applicant. This is just part of a collective effort to ensure #BusinessForAll during the COVID-19 pandemic and beyond.
Over the past four years, the EPI community has collectively raised over $100,000 for local organizations such as the Center for Autism and Related Disabilities, the Human Fund, Abe’s Garden, Alzheimer’s Foundation, and WISH for OUR HEROES. Learn about the small businesses the 2020 Giveback will help or [click here donate].
A 10-year strong cafe, bakery, and performance venue that hosts a variety of all age shows, including the largest teen drag show in America.
An applied behavioral analysis company that helps children and adults with autism and special needs become independent.
Meet the September 15 speaker, Elizabeth Gore.
Elizabeth Gore serves as co-founder and president of Hello Alice (helloalice.com), which helps businesses launch and grow. A free multi-channel platform powered by AI technology, Hello Alice guides business owners by providing access to funding, networks and services. Through a network of more than 190,000 companies…[read more]
More than a credentialing company.
“This Methodology is Going to Supercharge My Practice!” -Justin Goodbread, CEPA, CFP®
Official ‘Exit Planning’ Definition: Exit planning combines the plan, concept, effort, and process into a clear, simple strategy to build a business that is transferable through strong human, structural, customer, and social capital. The future of the business owner, his/her family, and the business itself are addressed by exit planning through creating value today.
Exit planning is not just a plan (or a keyed-in report to print out for an owner). It is a strategy rooted in execution that grows value while expanding options so that an owner can transition the business on his/her terms when they are ready. It aligns the business, personal, and financial needs of the owner. Good exit planning utilizes the Value Acceleration Methodology™ to move clients through discovery, prepare, and decide gates. Certified Exit Planning Advisors (CEPA) educate the owner on all of the exit options and enters an engagement with an exit-option-agnostic perspective as to truly serve the business owner’s diverse needs. CEPAs collaborate with a seasoned, multi-disciplinary team of professionals to support the success of the business owner and use each other’s specialties and expertise to the benefit of the project. [view the award-winning methodology]
“Why did I earn CEPA when I already had an exit planning designation? Simple, the network. The quality of the EPI advisor network is unmatched.” -Paul Meyer, CEPA, CBEC
Do you consider your COIs or your referral network as the #1 source for new business? Look no further for your next membership affiliation. Formed in 2005 to serve educational and resource needs of financial planners and wealth managers, CPA/accountants, attorneys, commercial lenders, M&A advisors and business brokers, management consultants and other business advisors, the Exit Planning Institute is considered the standard trendsetter in the field of exit planning across the globe. It is the only organization that offers the Certified Exit Planning Advisor Program (CEPA) and qualifies for continuing education credits with twelve major professional associations, making it the most widely accepted and endorsed professional exit planning program in the world. [find a CEPA in your area]
“As a CPA, nothing is more important than exit planning.” -Bill Kenedy, CPA/ABV, CFF, CEPA
Our founders paved the way for the organization we are today. In the past three years alone, EPI has grown by more than ten times. We support and enable thousands of professional advisors who are leading the way in their local marketplaces across the globe. We invite you to join the community and experience the EPI difference.
We are powered by a dedicated staff, industry experts, and market leaders, that are passionate about providing top professional advisors the best industry content, ongoing practice support, and owner education resources. From humble beginnings, EPI has grown to become the exit planning market leader while staying focused and true to our mission. We are an education company that certifies and supports more than 900 CEPAs (and counting) as well as thousands of advisors worldwide through national, regional, chapter, and virtual education. Explore our history and make plans to play a part in our future. [explore the EPI history timeline snapshot]
“You want to have the best credential in the industry. So my advice is that you have to go with Exit Planning Institute.” -Vincent Mastrovito, CEPA, CBEC
Do you want help in an increasingly commoditized or oversaturated marketplace? Do you want just another designation for your business card or do you want the credentialing education that helps you adapt and thrive in a rapidly changing industry? You’ve come to the right place.
The Exit Planning Institute creates an exit planning “ecosystem,” and due to the diverse nature of exit planning, EPI has fostered a hyper-engaged exit planning community. This community includes CEPAs, other collaborative advisors, strategic alliance partners, academicians, the media, and business owners from across the globe made up of 15 countries, 44 U.S. States and representing over a dozen different professional disciplines. To serve this elite and cross-functional community on one major platform, EPI produces the best content as it relates to exit planning, succession planning, and value acceleration, provides ongoing advisor support and practice development, and creates connectivity to transitioning business owners. [connect with us today]
Explore the unmatched professional development experience and gain your next competitive edge in 2019.
The Certified Exit Planning Advisor (CEPA) Program is the most widely endorsed and accepted exit planning designation in the marketplace today. Experience the EPI difference and determine if earning the CEPA designation is the next strategic move for you to reinvent yourself in a changing marketplace. Visit www.EarnCEPA.com today.