End of Summer Roundup

This Summer has been packed with new content, engaging broadcasts, and accomplishments by many in the advisor community. We know Summer is hectic for us all, so below is a curated list of the content you may have missed.

In case you missed it!

The Exit Planning Institute made a few announcements. Stay in the loop with all that EPI did this Summer, including the Open House and Mini Summit, as well as information that was released about the upcoming Summit this September in San Antonio.

2019 Small Business Week [read article]

OwnerRoundtable Education: Filling the Room with Creative Ideas [read article]

Behind Evolve [read article]

Exit Planning Institute Community Event Recap [read article]

Owners Engagement Program Mid-Year Summit [read article]

2019 Excellence in Exit Planning Award Nominees [read article]

The Exit Planning Institute believes in constant professional development.  You can always continue to learn and grow. We strive to bring you consistent, thought-provoking and topical broadcasts, to help you, your business, and your clients.  EPI is proud to provide hundreds of webinars on technical, business development, and applicable topics each year to thousands of advisors across the globe. Below are some of the most attended webinars that were hosted this Summer:

Ask the Expert Series

• Building Your Exit Team with PMI Advisors [download recording]
• Tax Strategies Business Owners Should be Aware of Before They Sell [download recording]
• Tips for Making Family Businesses Successful During Succession [download recording]
• This is Why We Can’t Have Nice Things: Understanding Conflict in the Family Business [download recording]
• UBS Business Owners Client Segment [download recording]
• The Gears that Drive Value: How to Get “Under the Hood” of a Business to Indentify Opportunity [download recording]
• Success Happens When Preparation Meets Opportunity [download recording]
• How to Use Key Employee Incentives to Increase Value and Sales Price [download recording]

EPI Business Development Series

• How to Sell Your CEPA [download recording]
• Strategies for the Three types of Exit Advisors [download recording]
• The Only Two Things Your Marketing Should Say [download recording]
• Grow Your Circle of Influence [download recording]

Free Exit Planning Education

• Building a Sales Structure for Superior Results [download recording]

Advanced Deep Dive Webinar Series

• Using Value Acceleration to Build Value in a Buiness [Purchase Recording]
• Working the Triggering Event Process, It’s Beyond the Numbers [Purchase Recording]
• The Barrows Family Matters Impacting Our CEPA Work [Purchase Recording]

CEPA Generated Content

The advisor community has been just as busy this Summer. These are just a few of the thought-provoking content pieces CEPAs have released.

• Is the M&A Window Closing? [read here]

Contributed by: Dan Doran, Founder Quantive Valuations

• The Sad 75% Club: How to Easily Avoid Business Regret [read here]

Contributed by: Rich Gunn and Jasmine Menard-Lenczewski, leaders of BPM’s Value Acceleration Service Team.

• Who Says You Can Only Sell Your Business Once? [read here]

Contributed by: Rich Gunn and Jasmine Menard-Lenczewski, leaders of BPM’s Value Acceleration Service Team.

Key Takeaways

With the upcoming Exit Planning Summit and Excellence in Exit Planning Awards, we have been in contact with some of the top advisors in the community. Gleaning from their wisdon, we wanted to leave you with some inspiration from them going into the second half of the year.

• Never become too good for the struggle. Remain in the trenches because that will help you increase your wisdom and abilities. Justin Goodbread, 2018 Leader of the Year
• Continue life long learning and growth in your knowledge base. Julie Keyes, 2017 Leader of the Year
• Raise your hand, take some risks,, and carry the torch for the advisors of the future. Mark Kravietz, 2016 Leader of the Year
• In order to esablish yourself as a leader in the community, keep pushing towards what you believe is going to be a great niche practice area. Mike Trabert, 2017 Exit Planner of the Year

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.

• 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.