---
title: Experts Teaching Experts
description: Exit planning is not one size fits all, it requires the right team. While you are the expert in your space, this is your chance to hear from those across the industry.
image: https://blog.exit-planning-institute.org/hubfs/2019%20summit%20evolve%20square%20image.png
---

![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/experts-teaching-experts&text=Experts%20Teaching%20Experts) [Share on Facebook ](https://www.facebook.com/sharer/sharer.php?u=https://blog.exit-planning-institute.org/experts-teaching-experts&t=Experts%20Teaching%20Experts) [Share on LinkedIn ](https://www.linkedin.com/shareArticle?mini=true&url=https://blog.exit-planning-institute.org/experts-teaching-experts&t=Experts%20Teaching%20Experts)

# Experts Teaching Experts

 by [**Member Experience**](https://blog.exit-planning-institute.org/author/member-experience) on July 19, 2019

![](https://blog.exit-planning-institute.org/hubfs/2019%20summit%20evolve%20square%20image.png)

Exit planning is not one size fits all, it requires the right team. While you are the expert in your space, this is your chance to hear from those across the industry. There are six more broadcasts left in the Ask the Expert webinar series. Whether or not you’re coming to the 2019 Summit, don’t miss your last chance to gain insights from this esteemed pool of industry thought leaders.

### Featured this week:

[![](https://blog.exit-planning-institute.org/hs-fs/hubfs/Imported_Blog_Media/2019_banner-webinar_ask-the-expert_ubs_jul30-1.jpg?width=600&name=2019_banner-webinar_ask-the-expert_ubs_jul30-1.jpg)](https://exit-planning-institute.org/events/event/webinar-ask-the-expert-ubs-business-owners-client-segment/)

Upcoming Broadcast: **Tuesday, July 30  **| ** UBS Business Owners Client Segment ** |  **presented by James Jack**

### All upcoming broadcasts:

- **Tuesday, August 6, “Go Deeper with Industry Knowledge” [[register now]](https://exit-planning-institute.org/events/event/webinar-ask-the-expert-deeper-industry-knowledge/)**
- **Tuesday, August 13, “The Gears that Drive Value” [[register now]](https://exit-planning-institute.org/events/event/webinar-ask-the-expert-the-gears-that-drive-value/)**
- **Tuesday, August 20, “How to Use Key Employee Incentives” [[register now]](https://exit-planning-institute.org/events/event/webinar-ask-the-expert-increase-value-and-sales-price/)**
- **Tuesday, August 27, “New ExitMap Tools for Visual and Distance Exit Planning” [[register now]](https://exit-planning-institute.org/events/event/webinar-ask-the-expert-exitmap-tools-for-exit-planning/)**
- **Thursday, September 5, “Optimizing Value While Safeguarding Your Assets” [[register now]](https://exit-planning-institute.org/events/event/webinar-ask-the-expert-optimizing-value-while-safeguarding-assets/)**

By attending this series, you put yourself in the prime position to glean wisdom and know-how from those that came before you while injecting your unique skills, strengths, and talent to innovate and evolve with the changing times.  Learn more on how to successfully establish yourself as an organizational leader in a changing marketplace.

Want to meet these speakers in person? Join them at the [2019 Exit Planning Summit.](https://exitplanningsummit.com/)

---

## About Exit Planning Institute:

![](https://blog.exit-planning-institute.org/hs-fs/hubfs/Imported_Blog_Media/EPI-Logo-300x143-Aug-15-2022-06-18-10-29-PM.jpg?width=300&height=143&name=EPI-Logo-300x143-Aug-15-2022-06-18-10-29-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: [Blog](https://blog.exit-planning-institute.org/tag/blog) [Marketing](https://blog.exit-planning-institute.org/tag/marketing) [exit planning](https://blog.exit-planning-institute.org/tag/exit-planning) [Exit Planning Partner Network](https://blog.exit-planning-institute.org/tag/exit-planning-partner-network) [Exit Planning Summit](https://blog.exit-planning-institute.org/tag/exit-planning-summit) [Webinars](https://blog.exit-planning-institute.org/tag/webinars)

#### Share this

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

- 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/experts-teaching-experts#)

### Subscribe by email

### RELATED ARTICLES

[11 Broadcasts to Inspire You For the Upcoming Exit Planning Summit ](https://blog.exit-planning-institute.org/11-broadcasts-to-inspire)

[![](https://blog.exit-planning-institute.org/hubfs/2019%20summit%20evolve%20square%20image.png)

](https://blog.exit-planning-institute.org/11-broadcasts-to-inspire)

[Blog Marketing Exit Planning Partner Network Exit Planning Summit Webinars

#### [11 Broadcasts to Inspire You For the Upcoming Exit Planning Summit11 Broadcasts to Inspire You For the Upcoming Exit Planning Summit](https://blog.exit-planning-institute.org/11-broadcasts-to-inspire)

](https://blog.exit-planning-institute.org/11-broadcasts-to-inspire)

August 16, 2019  2 min read

[Virtual Education for Personal and Professional Development ](https://blog.exit-planning-institute.org/virtual-education-for-professional-development)

[![](https://blog.exit-planning-institute.org/hubfs/shutterstock_1404708806.jpeg)

](https://blog.exit-planning-institute.org/virtual-education-for-professional-development)

[Blog Marketing Exit Planning Partner Network Exit Planning Summit Webinars

#### [Virtual Education for Personal and Professional DevelopmentVirtual Education for Personal and Professional Development](https://blog.exit-planning-institute.org/virtual-education-for-professional-development)

](https://blog.exit-planning-institute.org/virtual-education-for-professional-development)

May 31, 2019  7 min read

[Three Educational Webinars to Grow Your Practice ](https://blog.exit-planning-institute.org/three-educational-webinars-to-grow-your-practice)

[![](https://blog.exit-planning-institute.org/hubfs/shutterstock_387274861.jpeg)

](https://blog.exit-planning-institute.org/three-educational-webinars-to-grow-your-practice)

[Blog Marketing Exit Planning Partner Network Exit Planning Summit Webinars

#### [Three Educational Webinars to Grow Your PracticeThree Educational Webinars to Grow Your Practice](https://blog.exit-planning-institute.org/three-educational-webinars-to-grow-your-practice)

](https://blog.exit-planning-institute.org/three-educational-webinars-to-grow-your-practice)

August 6, 2018  4 min read