Share this
by Colleen Kowalski on November 9, 2023
EPI Academy is Exit Planning Institute’s new interactive online learning platform. The platform was designed to allow advisors to easily find the content and education they are looking for to enhance their practice and get the most return on their CEPA credentials. These include recommended learning and professional development plans.
During Season of Deals, we have two incredible EPI Academy packages to explore.
Why Utilize EPI Academy?
Learn from industry titans who bring years of experience and expertise to their respective courses. Gain a comprehensive understanding of exit planning from various angles, enabling you to provide well-rounded advisory services. Each course is rich with practical techniques, case studies, and real-world scenarios, ensuring immediate applicability. Elevate your advisory practice by becoming a sought-after expert in exit planning, prepared to guide clients through seamless transitions.
Immerse yourself in the knowledge and skills needed to excel in exit planning. Enroll in the 2023 New EPI Academy Course Bundle today and become a trusted and impactful advisor in the world of business transitions.
2023 New EPI Academy Course Bundle
This comprehensive package encompasses all seven cutting-edge EPI Academy Courses released this year, presenting you with an unparalleled opportunity to diversify and expand your exit planning expertise. Use this bundle to delve into the latest insights and strategies, gain a competitive edge by staying ahead of industry trends and developments, and elevate your advisory services with a comprehensive array of expertise.
This Bundle Includes:
Conducting Effective Client Workshops
Chris Snider equips you with the skills needed to conduct engaging and impactful client workshops. Learn to educate and empower business owners through interactive sessions, fostering deeper client relationships.
Accelerate Your Exit Planning Practice
Julie Keyes shares advanced strategies to turbocharge your exit planning practice. Unlock proven methods for expanding your advisory services, attracting new clients, and solidifying your position as a trusted exit planning expert.
Approved for 2.5 NASBA Credits
Unlocking Engagement Potential
Joe Strazzeri's course allows you to tap into your quiet confidence to enhance client engagement. Develop a profound understanding of client needs, tailor your approach, and elevate your advisory impact.
Approved for 2 NASBA Credits and 2 CFP Credits
Selling Your Business on Your Terms
Scott Bushkie empowers you to guide clients through successful business sales. Master the art of negotiating and structuring deals that align with the owner's vision, ensuring a lucrative and fulfilling exit.
Approved for 3 NASBA Credits and 3 CFP Credits
Tax Planning for Business Transitions
Guided by industry luminaries Brad Barros, Jess Bahs, and Gal Kaufman, this course demystifies tax implications during business transitions. Gain expertise in optimizing tax strategies to ensure smooth transitions while maximizing value.
Implementing Value Acceleration as a Financial Advisor
Join Justin Goodbread to delve into value acceleration techniques that drive business growth. Discover how to align financial advisory services with value enhancement strategies, empowering you to steer clients toward sustainable success.
Approved for 2 NASBA Credits and 2 CFP Credits
ESOP FAQs: Unveiling the Essentials
Led by Keith Apton, this course unravels the complexities of Employee Stock Ownership Plans (ESOPs). Acquire in-depth knowledge to guide clients through ESOP implementation and leverage this powerful tool for seamless transitions. (Releasing Nov 30th, 2023)
Explore All Deals!
-1.jpg?width=700&height=180&name=2023%20Season%20of%20Deals%20Ad%20Billboard%20(970%20x%20250%20px)-1.jpg)
Ever wish Black Friday discounts were available longer than just one week in November? We expanded our Black Friday discounts for an entire Season of Deals! We have five incredible packages with over $8,700 in savings for our EPI Community.
