In this time of information overload, EPI wants to learn further into our promise to you: Best Industry Content. Ongoing Advisor Support. Owner Education Platform. We want to deliver you readily-available, reliable communications during this time when sifting through data can be overwhelming and even misguiding at times. EPI Weekly Update LIVE! webinars provide relevant insights and current view in today’s marketplace. Register for this month’s broadcasts!
Read more about each session below and watch some of the best content in the industry!
UBS Business Owners Client Segment originated in 2017 with the mandate of providing the necessary resources and intellectual capital to Business Owners and the Financial Advisors who serve them. UBS has identified the Business Owner space as one with great potential so the firm is focusing on enhancing and expanding the solution set for this client segment in order to build deeper and fruitful relationships. Traditionally, wealth management firms engage a business owner client surrounding the liquidity event, but UBS is looking to build stronger relationships further in advance so Financial Advisors can better compete for assets.
Join the Client Experience Institute as we provide insights about how the professional advisory community can create distinctive value during this time of need.
Whether an eventual exit is eminent, or we need to focus on muscle building the client’s business, learn some valuable techniques and approaches that will compliment your role as a trusted advisor.
In Walking to Destiny, Chris Snider writes that developing human capital should be a business owner’s number one priority. It’s a critical factor in building value and creating a company that is truly transferable. However, finding and retaining the right people is any business owner’s biggest headache. Without the right people in place, owners can’t exit their business on their terms.
Join Scott Snider, Vice President of the Exit Planning Institute, as he discusses how to navigate and use the CEPA Platform offered by EPI, ideas on how to create awareness and drive new business, and how the value of being a part of EPI can generate new business for you when properly utilized.
The Exit Planning Institute (EPI) is an education company that provides exit planning education to advisors and middle market business owners. We view exit planning as a strategy, not an event.
EPI leads the professional services profession with the best industry content, ongoing support, and owner education platform, all of which align with our mission: Change the outcome.
Only 2 out of every 10 businesses that come to market actually sell. We want to increase the number of saleable businesses.
Only 30% of family businesses successfully transition to the second generation, only 12% transfer to the third, and the success rates diminish from there. We want to improve those intergenerational transitions.
Of those that succeed in the sale of their business, 75% experience “profound regret” within one year of exiting their business. We want to understand why and create strategies that achieve profound success, wealth, and satisfaction.
EPI is an education company, powered by an elite community of top advisors and owners, all focused toward creating a valuable, transferable future for the business marketplace.