Advisors Evolving into Owner Educators: New Content added to OwnerRoundtable Library

Last week, EPI officially released the second installment of assets and content to those members a part of the Owner Engagement Membership (OEM). These new additions include content and training for the following:

  • Reunion Roundtable Session
  • Maximizing Business Value Panel Session
  • Exit Options Panel Session

This OwnerRoundtable Series™ content is designed to complement your current program, The Value Maturity Index, to assist in the continued education and engagement of business owners as well as deepening relationships with advisors’ COI networks.

To accompany this exciting new release, we launched the Peer-to-Peer Workshop Series, a monthly virtual session for OEM members to collaborate, pose questions, promote best practices, leverage the expertise of others, and navigate implementation.

Access your new exclusive content by clicking here.

If you are interested in learning more about this release, the Owner Engagement program, or would like to speak with a CEPA regarding their experiences in this exclusive program, please contact Josh Koza at the EPI Global headquarters or call (216) 712-4244.

About Exit Planning Institute:

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.