Celebrations and Updates

In observance of Independence Day, the EPI team was out of office Thursday and Friday this past week. We apologize if we have missed you! Our entire team will be back in office Monday, July 8 to fulfill any unanswered requests or inquires.

Although we are not available to help you right now, here are some resources that may be helpful:

Are you an advisor considering if the Certified Exit Planning Advisor (CEPA) designation is right for you? Click here.

Planning beyond CEPA and would like to discover more about long-term member paths? Click here.

Interested in how a membership with EPI could benefit you and your practice? Click here.

Learning how to expand your knowledge base? Click here.

Wanting to find a network of advisors near you? Click here.

Gaining insight on the business attractiveness and owner readiness on a local, regional, and national scale? Click here.

Increasing your credibility, enhancing your leadership skills, accelerating exit decisions? Click here.

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.

• Change your outcome.  Learn more at www.Exit-Planning-Institute.org.
• Educate business owners.  Learn more at www.OwnerReadiness.com.
• Become the Advisor of the Future.  Learn more at www.EarnCEPA.com.