Read more about each session below and watch some of the best content in the industry!
Many of the most successful entrepreneurs and business leaders work longer hours and get less return on their investments of time and money.
Maybe you grapple with some of these challenges:
DON’T LET YOUR BUSINESS RUN YOU! Get a grip on your business. If you are a business owner or a senior level executive and want to see your business consistently run better and grow faster, join us for this presentation by Tom Wesner as he delivers a powerful introduction to The Entrepreneurial Operating System (EOS) and the Six Key Components of a successful business. You will walk away with a set of simple, practical tools that you and your leadership team will use immediately!
We all know the stats. Only two out of ten businesses actually sell. Of the few businesses that do manage to transfer, 75% of owners “profoundly regret” selling within one-year post-transition. The EPI State of Owner Readiness ResearchTM has been conducted both nationally and regionally, all data points to a woefully unprepared business owner marketplace with exit on the horizon.
It isn’t worth much to know the what the data says. What is valuable is to know what to do with it to better the future of your clients and your own firm. Learn how to use the results and reports from EPI’s State of Owner Readiness ResearchTM to start the conversation with business owners and trigger owner action.
For business owners, exiting from their business represents the harvest of their lifetime effort and hard work. They want to maximize the value of their business for sale. As Exit Planners you want to help owners realize their objectives and dreams. You need a robust pipeline of qualified opportunities. Do you know how to build an effective marketing strategy connecting these two needs?
Working together and using a case study, we will help you understand your buyer’s persona – what they’re thinking and doing as they weigh their options. In addition, we will show you how the positioning of Quist Insights™ will build your pipeline and move prospects through the funnel by addressing the buyer requirements at each stage in the buying journey.
I know, I know…social media is not a high priority on most productive advisors’ list of things to do. But did you realize that social media isn’t in place for you to simply “like” things and have others “like” you while you engage in shallow interaction and cat videos? It is one of the most powerful SEO drivers available at your fingertips today.
Join the monthly EPI Business Development webinar series, hosted by growth specialist Scott Snider and marketing strategist Brooke Norman, to learn how to connect with owners, create vertical messaging in your marketing efforts, capture attention from PR & media, and win more exit planning business.
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.