Member Experience

Posts by Member Experience

2018 Announcement: 55 New CEPAs Join Community

2018 Announcement: 55 New CEPAs Join Community

August 25, 2018 3 min read
Advisors Evolving into Owner Educators: New Content added to OwnerRoundtable Library

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

August 13, 2018 2 min read
How to Leverage Private Equity in an Internal Sale to the Next Generation

How to Leverage Private Equity in an Internal Sale to the Next Generation

August 13, 2018 3 min read
Three Educational Webinars to Grow Your Practice

Three Educational Webinars to Grow Your Practice

August 6, 2018 4 min read
EPI Global Headquarters Team Grows Again: Welcome Natalie & Jocelyn!

EPI Global Headquarters Team Grows Again: Welcome Natalie & Jocelyn!

August 6, 2018 3 min read
Announcement: 2018 Excellence in Exit Planning Award Nominations

Announcement: 2018 Excellence in Exit Planning Award Nominations

July 30, 2018 9 min read
EPI Adds Two New Members to the Global Headquarters Team

EPI Adds Two New Members to the Global Headquarters Team

June 17, 2018 3 min read
Announcement: Congratulations to 65 Certified Exit Planning Advisors to Join the Exit Planning Community

Announcement: Congratulations to 65 Certified Exit Planning Advisors to Join the Exit Planning Community

June 8, 2018 3 min read