As you know, the exit planning industry is growing rapidly as the needs of the middle market continue to climb. Exit Planning Institute is proud to support the needs of Certified Exit Planning Advisors (CEPA) and the profession as a whole. This week, we are pleased to announce that our team has grown by three, and we’ve added to our Brand Experience department!
Alex Hooker is EPI’s new Office Assistant. She is an energetic and pragmatic person who is recognized for attention to detail and exceeding customer and employer expectations. She brings to the table impeccable time management skills, which makes her a huge asset to our team. Her background in restaurant service is where she discovered her passion for customer service and helping others.
Josh joins the EPI team as a new Member Experience Representative. He has a background in customer service and negotiation, and he looks to excel the needs of our members and build solid relationships for the future. Josh’s impeccable ability to build rapport makes him a valuable asset to the EPI Member Experience department.
As a new Member Experience Representative, Nicole offers administrative and leadership background in training, office management, scheduling, recruiting efforts and marketing, with over ten years history in C-level executive support. Nicole’s excellent relationship-building skills and experience in sales, networking, client-facing situations and customer service is what makes her an excellent asset to the EPI team.
The injection of these three high class professionals to our competitive and passionate team, is yet another major step of our 2020 strategy in enhancing your overall success in the exit planning community.
We are thrilled to announce the addition of these three remarkable professionals and we invite you to connect with them on LinkedIn (Alex Hooker| Joshua Lewis|Nicole Miller) and reach out to any member of our team if there is anything we can do to serve you!
View the EPI Global Team, read the EPI History, connect with the CEPA Faculty, explore the Exit Solutions Partner Network, and more by visiting www.weareEPI.com.
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.