---
title: Celebrations and Updates
description: Gaining insight on the business attractiveness and owner readiness on a local, regional, and national scale?
image: https://blog.exit-planning-institute.org/hubfs/shutterstock_524820433.jpeg
---

![exit planning institute](https://blog.exit-planning-institute.org/hs-fs/hubfs/logos/EPI_Exit-Planning-Institute_shield_white.png?width=60&height=64&name=EPI_Exit-Planning-Institute_shield_white.png)

## THE EXIT PLANNING BLOG

Keep up-to-date with exit planning, succession planning, industry trends, unique specialty insights, and useful content for professional advisors and business owners.

[![home](https://blog.exit-planning-institute.org/hubfs/EPI-Assets-2022/blog/home.png) ](https://blog.exit-planning-institute.org/)

#### Share this

[Share on Twitter ](https://twitter.com/share?url=https://blog.exit-planning-institute.org/celebrations-and-updates&text=Celebrations%20and%20Updates) [Share on Facebook ](https://www.facebook.com/sharer/sharer.php?u=https://blog.exit-planning-institute.org/celebrations-and-updates&t=Celebrations%20and%20Updates) [Share on LinkedIn ](https://www.linkedin.com/shareArticle?mini=true&url=https://blog.exit-planning-institute.org/celebrations-and-updates&t=Celebrations%20and%20Updates)

# Celebrations and Updates

 by [**Member Experience**](https://blog.exit-planning-institute.org/author/member-experience) on July 3, 2019

![](https://blog.exit-planning-institute.org/hubfs/shutterstock_524820433.jpeg)

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.**](https://exit-planning-institute.org/program/certified-exit-planning-advisor/)

Planning beyond CEPA and would like to discover more about long-term member paths? [**Click here.**](http://beyondcepa.com/)

Interested in how a membership with EPI could benefit you and your practice? [**Click here.**](https://exit-planning-institute.org/credentialed-membership-benefits/)

Learning how to expand your knowledge base? [**Click here.**](https://exit-planning-institute.org/program/exit-planning-webinars-and-online-education-for-professional-advisors/)

Wanting to find a network of advisors near you? [**Click here.**](https://exit-planning-institute.org/chapters/)

Gaining insight on the business attractiveness and owner readiness on a local, regional, and national scale? [**Click here.**](https://exit-planning-institute.org/state-of-owner-readiness/)

Increasing your credibility, enhancing your leadership skills, accelerating exit decisions? [**Click here.**](https://exitplanningsummit.com/)

 About Exit Planning Institute:

![](https://blog.exit-planning-institute.org/hs-fs/hubfs/Imported_Blog_Media/EPI-Logo-300x143-Aug-15-2022-06-02-51-54-PM.jpg?width=300&height=143&name=EPI-Logo-300x143-Aug-15-2022-06-02-51-54-PM.jpg)

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**](https://www.exit-planning-institute.org/).
- Educate business owners.  Learn more at **[www.OwnerReadiness.com](http://www.ownerreadiness.com/).**
- Become the Advisor of the Future.  Learn more at [**www.EarnCEPA.com**](http://www.earncepa.com/).

Topics: [About us](https://blog.exit-planning-institute.org/tag/about-us) [Blog](https://blog.exit-planning-institute.org/tag/blog) [EPI Announcement](https://blog.exit-planning-institute.org/tag/epi-announcement)

#### Share this

[Share on Twitter ](https://twitter.com/share?url=https://blog.exit-planning-institute.org/celebrations-and-updates&text=Celebrations%20and%20Updates) [Share on Facebook ](https://www.facebook.com/sharer/sharer.php?u=https://blog.exit-planning-institute.org/celebrations-and-updates&t=Celebrations%20and%20Updates) [Share on LinkedIn ](https://www.linkedin.com/shareArticle?mini=true&url=https://blog.exit-planning-institute.org/celebrations-and-updates&t=Celebrations%20and%20Updates)

- Recent
- Topics

Recent

Topics

- [Blog (572)](https://blog.exit-planning-institute.org/tag/blog)
- [CEPA (445)](https://blog.exit-planning-institute.org/tag/cepa)
- [exit planning (247)](https://blog.exit-planning-institute.org/tag/exit-planning)
- [CEPA community (194)](https://blog.exit-planning-institute.org/tag/cepa-community)
- [Business Owner (178)](https://blog.exit-planning-institute.org/tag/business-owner)
- [Exit Planning Summit (115)](https://blog.exit-planning-institute.org/tag/exit-planning-summit)
- [EPI Chapter Network (88)](https://blog.exit-planning-institute.org/tag/epi-chapter-network)
- [Value Acceleration Methodology (84)](https://blog.exit-planning-institute.org/tag/value-acceleration-methodology)
- [Exit Planning Partner Network (82)](https://blog.exit-planning-institute.org/tag/exit-planning-partner-network)
- [EPI Announcement (49)](https://blog.exit-planning-institute.org/tag/epi-announcement)
- [Content (48)](https://blog.exit-planning-institute.org/tag/content)
- [Webinars (36)](https://blog.exit-planning-institute.org/tag/webinars)
- [Excellence in Exit Planning Awards (35)](https://blog.exit-planning-institute.org/tag/excellence-in-exit-planning-awards)
- [Marketing (30)](https://blog.exit-planning-institute.org/tag/marketing)
- [2024 Exit Planning Summit (28)](https://blog.exit-planning-institute.org/tag/2024-exit-planning-summit)
- [5 Stages of Value Maturity (26)](https://blog.exit-planning-institute.org/tag/5-stages-of-value-maturity)
- [Books (24)](https://blog.exit-planning-institute.org/tag/books)
- [EPI Academy (24)](https://blog.exit-planning-institute.org/tag/epi-academy)
- [EPI Team (23)](https://blog.exit-planning-institute.org/tag/epi-team)
- [Exit Planning Teams (23)](https://blog.exit-planning-institute.org/tag/exit-planning-teams)
- [Leadership (21)](https://blog.exit-planning-institute.org/tag/leadership)
- [2023 Exit Planning Summit (20)](https://blog.exit-planning-institute.org/tag/2023-exit-planning-summit)
- [Intangible Capital (20)](https://blog.exit-planning-institute.org/tag/intangible-capital)
- [family business (20)](https://blog.exit-planning-institute.org/tag/family-business)
- [women in business (20)](https://blog.exit-planning-institute.org/tag/women-in-business)
- [Exit Options (18)](https://blog.exit-planning-institute.org/tag/exit-options)
- [Black Friday (16)](https://blog.exit-planning-institute.org/tag/black-friday)
- [Walking to Destiny (16)](https://blog.exit-planning-institute.org/tag/walking-to-destiny)
- [CPA (15)](https://blog.exit-planning-institute.org/tag/cpa)
- [personal planning (15)](https://blog.exit-planning-institute.org/tag/personal-planning)
- [Chapters (14)](https://blog.exit-planning-institute.org/tag/chapters)
- [State of Owner Readiness (14)](https://blog.exit-planning-institute.org/tag/state-of-owner-readiness)
- [Small business (13)](https://blog.exit-planning-institute.org/tag/small-business)
- [charitable intent (13)](https://blog.exit-planning-institute.org/tag/charitable-intent)
- [Chris Snider (12)](https://blog.exit-planning-institute.org/tag/chris-snider)
- [National Accounts (12)](https://blog.exit-planning-institute.org/tag/national-accounts)
- [Financial Advisors (11)](https://blog.exit-planning-institute.org/tag/financial-advisors)
- [DriveValue (10)](https://blog.exit-planning-institute.org/tag/drivevalue)
- [Season of Deals (9)](https://blog.exit-planning-institute.org/tag/season-of-deals)
- [5 Ds (8)](https://blog.exit-planning-institute.org/tag/5-ds)
- [About us (8)](https://blog.exit-planning-institute.org/tag/about-us)
- [Podcast (8)](https://blog.exit-planning-institute.org/tag/podcast)
- [Scott Snider (8)](https://blog.exit-planning-institute.org/tag/scott-snider)
- [Awards (6)](https://blog.exit-planning-institute.org/tag/awards)
- [Case Studies (6)](https://blog.exit-planning-institute.org/tag/case-studies)
- [Christmas (6)](https://blog.exit-planning-institute.org/tag/christmas)
- [Exit Planning Content Library (6)](https://blog.exit-planning-institute.org/tag/exit-planning-content-library)
- [Insiders Bash (6)](https://blog.exit-planning-institute.org/tag/insiders-bash)
- [Three Legs of the Stool (6)](https://blog.exit-planning-institute.org/tag/three-legs-of-the-stool)
- [Circle of Excellence (5)](https://blog.exit-planning-institute.org/tag/circle-of-excellence)
- [Five Ds (5)](https://blog.exit-planning-institute.org/tag/five-ds)
- [Owner Roundtables (5)](https://blog.exit-planning-institute.org/tag/owner-roundtables)
- [Value Advisors (5)](https://blog.exit-planning-institute.org/tag/value-advisors)
- [Annual Exit (4)](https://blog.exit-planning-institute.org/tag/annual-exit)
- [EPI Thought Leadership Council (4)](https://blog.exit-planning-institute.org/tag/epi-thought-leadership-council)
- [Exit & Succession (4)](https://blog.exit-planning-institute.org/tag/exit-succession)
- [financial planning (4)](https://blog.exit-planning-institute.org/tag/financial-planning)
- [Exit Is Now Podcast (3)](https://blog.exit-planning-institute.org/tag/exit-is-now-podcast)
- [Owners Forum (3)](https://blog.exit-planning-institute.org/tag/owners-forum)
- [Whitepapers (3)](https://blog.exit-planning-institute.org/tag/whitepapers)
- [author (3)](https://blog.exit-planning-institute.org/tag/author)
- [executive training (3)](https://blog.exit-planning-institute.org/tag/executive-training)
- [forbes (3)](https://blog.exit-planning-institute.org/tag/forbes)
- [Artificial Intelligence (2)](https://blog.exit-planning-institute.org/tag/artificial-intelligence)
- [Peter Christman (2)](https://blog.exit-planning-institute.org/tag/peter-christman)
- [Veteran (2)](https://blog.exit-planning-institute.org/tag/veteran)
- [Business Owners Forum (1)](https://blog.exit-planning-institute.org/tag/business-owners-forum)
- [CEPA Connect (1)](https://blog.exit-planning-institute.org/tag/cepa-connect)
- [Growth and Impact Week (1)](https://blog.exit-planning-institute.org/tag/growth-and-impact-week)
- [Mastering the Market (1)](https://blog.exit-planning-institute.org/tag/mastering-the-market)
- [SOOR (1)](https://blog.exit-planning-institute.org/tag/soor)
- [Value Gap (1)](https://blog.exit-planning-institute.org/tag/value-gap)
- [business consultants (1)](https://blog.exit-planning-institute.org/tag/business-consultants)
- [team work (1)](https://blog.exit-planning-institute.org/tag/team-work)

[See all](https://blog.exit-planning-institute.org/celebrations-and-updates#)

### Subscribe by email

### RELATED ARTICLES

[Advisors Evolving into Owner Educators: New Content added to OwnerRoundtable Library ](https://blog.exit-planning-institute.org/5-stages-of-value-maturity/advisors-evolving-into-owner-educators-new-content-added-to-ownerroundtable-library)

[![](https://blog.exit-planning-institute.org/hubfs/Imported_Blog_Media/2018-08-13_BANNER-BLOG-ort-new-release-of-content-1024x576-1.jpeg)

](https://blog.exit-planning-institute.org/5-stages-of-value-maturity/advisors-evolving-into-owner-educators-new-content-added-to-ownerroundtable-library)

[5 Stages of Value Maturity Blog Chris Snider Content Leadership Owner Roundtables EPI Announcement

#### [Advisors Evolving into Owner Educators: New Content added to OwnerRoundtable LibraryAdvisors Evolving into Owner Educators: New Content added to OwnerRoundtable Library](https://blog.exit-planning-institute.org/5-stages-of-value-maturity/advisors-evolving-into-owner-educators-new-content-added-to-ownerroundtable-library)

](https://blog.exit-planning-institute.org/5-stages-of-value-maturity/advisors-evolving-into-owner-educators-new-content-added-to-ownerroundtable-library)

August 13, 2018  2 min read

[The Power of Feedback: 2019 EPI Member Survey ](https://blog.exit-planning-institute.org/2019-epi-member-survey)

[![](https://blog.exit-planning-institute.org/hubfs/CEPA%20Square%20design.png)

](https://blog.exit-planning-institute.org/2019-epi-member-survey)

[About us Blog CEPA CEPA community Content EPI Announcement EPI Team Exit Planning Teams

#### [The Power of Feedback: 2019 EPI Member SurveyThe Power of Feedback: 2019 EPI Member Survey](https://blog.exit-planning-institute.org/2019-epi-member-survey)

](https://blog.exit-planning-institute.org/2019-epi-member-survey)

October 3, 2019  4 min read

[The Power of Feedback: 2018 EPI Member Survey ](https://blog.exit-planning-institute.org/2018-epi-member-survey)

[![](https://blog.exit-planning-institute.org/hubfs/shutterstock_322618547-1.jpeg)

](https://blog.exit-planning-institute.org/2018-epi-member-survey)

[About us Blog CEPA CEPA community Content EPI Announcement EPI Team Exit Planning Teams

#### [The Power of Feedback: 2018 EPI Member SurveyThe Power of Feedback: 2018 EPI Member Survey](https://blog.exit-planning-institute.org/2018-epi-member-survey)

](https://blog.exit-planning-institute.org/2018-epi-member-survey)

November 12, 2018  5 min read