Exit Planning Institute

Exit Planning Institute The Exit Planning Institute - innovative learning experiences, performance enhancing resources & strategic tools - enhancing the exit planning profession

The Exit Planning Institute® (EPI) delivers innovative learning experiences, performance-enhancing resources and strategic tools designed to enhance the exit planning profession. Formed in 2005 to serve educational and resource needs of financial planners and wealth managers, attorneys, commercial lenders, M&A advisors and business brokers, management consultants and other business advisors, the E

xit Planning Institute is considered the standard trendsetter in the field of exit planning across the globe. It is the only organization that offers the Certified Exit Planning Advisor Program (CEPA) and qualifies for continuing educational credits with six major professional associations, making it the most widely accepted and endorsed professional exit planning program in the world.

South Florida Exit Planning Awareness Event. August 28. http://ow.ly/Rnvt8
08/26/2015

South Florida Exit Planning Awareness Event. August 28. http://ow.ly/Rnvt8

You are cordially invited to join us in an Exit Planning Awareness Event. Within the next 20 years, in excess of 90 million people in the United...

Stop Planning – Start Pitching! Arizona Chapter Meeting. August 27. http://ow.ly/Rnv9A
08/26/2015

Stop Planning – Start Pitching! Arizona Chapter Meeting. August 27. http://ow.ly/Rnv9A

SummaryOur presenter is CEO of Strategic Value Advisors, a national advisory firm specializing in Value Acceleration for middle-market businesses. ...

Can You Afford To Sell To Your Employees? by Cooney Faulkner & Stevens http://ow.ly/RkOkA
08/25/2015

Can You Afford To Sell To Your Employees? by Cooney Faulkner & Stevens http://ow.ly/RkOkA

August 5, 2015 by Thomas M. Cooney & Crystal L. Faulkner Can You Afford To Sell To Your Employees? Business owners often tell us that, in an ideal...

Saving Taxes On The Disposition Of A Business - EPI Webinar - August 26 http://ow.ly/RkNZr
08/25/2015

Saving Taxes On The Disposition Of A Business - EPI Webinar - August 26 http://ow.ly/RkNZr

Time: 12:00 PM - 1:00 PM ESTSummary Tax planning for the sale of a business is a key component of the overall business exit planning process. A...

2015 International Summit - KLH Capital will host a breakout session on the various private equity options as an exit st...
08/24/2015

2015 International Summit - KLH Capital will host a breakout session on the various private equity options as an exit strategy.

Why Your Assumed Buyer May Not Be Your Optimal Buyer - by Generational Equity http://ow.ly/RgUZG
08/24/2015

Why Your Assumed Buyer May Not Be Your Optimal Buyer - by Generational Equity http://ow.ly/RgUZG

Many business owners tell us that they know exactly who will buy their companies. But if they only talk to one buyer, they're missing out on the...

2015 International Summit - Pacific Life will review how CEPAs can effectively utilize insurance options with their clie...
08/23/2015

2015 International Summit - Pacific Life will review how CEPAs can effectively utilize insurance options with their clients.

2015 International Summit - Ken Sanginario - Founder of Corporate Value Metrics and developer of the Value Opportunity P...
08/21/2015

2015 International Summit - Ken Sanginario - Founder of Corporate Value Metrics and developer of the Value Opportunity Profile, will speak on adding value growth services to your practice.

Skoda Minotti named in Inc. 5000 for 12th Year http://snip.ly/Z8pY
08/20/2015

Skoda Minotti named in Inc. 5000 for 12th Year http://snip.ly/Z8pY

Inc. magazine has named Skoda Minotti, a national CPA, financial and business advisory firm, to the 2015 Inc. 5000 list of the fastest growing...

What to Know During the Buy-Sell Transaction. Southern Nevada Chapter. August 20. http://ow.ly/R50KR
08/19/2015

What to Know During the Buy-Sell Transaction. Southern Nevada Chapter. August 20. http://ow.ly/R50KR

Time: 7:30 AM to 9:00 AMSummary Insurance Brokers Chuck Hersh and Joe Benz, who are specialists in transactional insurance and the insurance...

Planning the Transition from Business Wealth to Successful Retirement. Greater Chicago Chapter. August 20. http://ow.ly/...
08/19/2015

Planning the Transition from Business Wealth to Successful Retirement. Greater Chicago Chapter. August 20. http://ow.ly/R50zp

Investment: $25 Members & Nonmembers Summary This program addresses the critical financial planning topics that should be considered by business...

Exit Planning Awareness Event. Atlanta, Georgia. August 20. http://ow.ly/R50jc
08/19/2015

Exit Planning Awareness Event. Atlanta, Georgia. August 20. http://ow.ly/R50jc

You are cordially invited to join us in an Exit Planning Awareness Event. Within the next 20 years, in excess of 90 million people in the United...

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14701 Detroit Avenue
Cleveland, OH
44107

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(216) 712-4244

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