EPI Greater New York Chapter

The third Value Acceleration gate is decide and it's all about choices. Should your client continue to grow the business, or should they exit at maximum wealth? Here's some questions to ask to advise them: - Are their personal and business goals in alignment? - Is the market ready for an exit? Let your clients decide confidently. Dive into the decide gate today! #DecideGate #ValueAcceleration #ExitPlanning #CEPA #EPI

Planning to exit? Make sure to weigh your options! Scroll through to learn the pros and cons of popular exit strategies so you can make the best decision for your future. #ExitPlanning #BusinessExit #ExitStrategies #SuccessionPlanning #Entrepreneurship #EPI

Step into the future of exit planning at The 2025 Exit Planning Summit! We invite you to join us at the Sunseeker Resort in beautiful Charlotte Harbor, Florida, on May 4–6, 2025. The Exit Planning Summit is where the best advisors, top thought leaders, and industry innovators from around America come together. Whether you're trying to deepen your expertise, learn what's new and next, or network with your peer community, this is the place to be. Ready to make your mark in exit planning? Visit our website to learn more and register for the Summit today! ?? https://hubs.ly/Q02Rv1vL0 #ExitPlanning #ExitPlanningInstitute #EPI #ExitPlanningSummit2025

The prepare gate is the time to strengthen and secure! In this most critical step of the Value Acceleration Methodology, it's all about strategy refinement and risk reduction. As a CEPA, you know how valuable this gate is to help owners hit their personal, business, and financial goals. Feel like you're ready to take your clients through the prepare gate? Take action today to create meaningful change! #ValueAcceleration #ExitPlanning #PrepareGate #CEPA #BusinessStrategy

This Veterans Day, we honor the bravery, commitment, and sacrifice of all those who have served our country. For our veteran CEPA’s, you know transitioning from military service to small business ownership requires foresight and commitment. At the Exit Planning Institute, we are here to help veterans create legacies that represent all of the hard work and dedication they have put in. Ready to take charge of your future? Connect with us to start your mission today. #ExitPlanning #EPI #VeteransDay #CEPA

The power of the discover gate is where it all starts: assessment of the business value, alignment of goals, and a clear-action plan set in priority. Help owners build value and create more exit options on their terms with this gate! Dive deeper into the discover gate of Value Acceleration Methodology and make a lasting impact today! #ValueAcceleration #ExitPlanning #DiscoverGate #CEPA #BusinessGrowth #StrategicPlanning

That’s a wrap on the 11th Annual Owner's Forum! ???Thank you to everyone who joined us for what turned out to be our best forum yet. Over a decade in, our commitment remains the same—to helping business owners build secure futures and impactful legacies. Here’s to another successful year! #ExitPlanning #CEPA #GreaterNewYork

As a CEPA, you understand that the Exit Planning process begins with the Triggering Event, which is important enough to affect and alter your client's future. By guiding business owners through this process, you empower them to: 1.) Understand their current business value. 2.) See the value potential unlocked through the Value Acceleration Methodology. 3.) Evaluate their own personal readiness to leave. Guide your clients through their Triggering Event and get them on the track to their best exit.

Time is running out! Join us to celebrate over a decade of dedication at the 11th Annual Owner's Forum. Gain crucial insights, enhance your leadership skills, and connect with experts like Kerry Siggins and Stephanie Link. Take the next step in your exit planning journey and register today before it’s too late! https://hubs.li/Q02NFBcR0

In case you haven't heard, EPI's brand new 2025 Summit website just launched! It is packed with all the latest information for the May 2025 Summit: speakers, agendas, and so much more. Don’t miss out - make sure to check it out and get up to speed! https://hubs.ly/Q02Rv8nC0 #ExitPlanning #EPI #ExitPlanningSummit2025