EPI Orange County Chapter

Save the date! Our upcoming event is on April 10th and you won’t want to miss this! We are hosting a fast-paced event to learn more about each other, while practicing your conversations with business owners. Get to know each other on a new level! Join us for an exciting afternoon from 2:30 p.m. - 4:30 p.m. Register today by clicking the link below! https://hubs.li/Q02YY6Ww0 #ExitPlanning #EPI #CEPA

For two decades, EPI has been shaping the future of exit planning. This year’s Annual Exit Magazine issue goes beyond the numbers. Instead, we are tackling the hard-to-talk-about topics in exit planning. From relationship building and mental health to caring for yourself post-exit, this is your guide to navigating the harder side of transition. 20 years got us here. Where will the next 20 take you? Read now at https://hubs.li/Q037p0DW0! #ExitPlanningInstitute #EPI #TheAnnualExit #BusinessOwner #FinancialAdvisor #CEPA #ExitPlanning

Did you know 75% of small- and medium-sized business owners reported struggling with their mental health? No one talks of the pressure or late nights. But here’s the silver lining - successful owners don’t only have to plan for growth, they can plan for peace of mind. In this year's Annual Exit Magazine, we tackle the real conversations we most avoid but need to have. Read now at https://hubs.li/Q038NxFC0. #ExitPlanningInstitute #EPI #TheAnnualExit #BusinessOwner #FinancialAdvisor #CEPA #ExitPlanning

"I wanted to work with others who value our environment, come from family businesses, and tend to be hardworking, humble business owners," said Amy Wirtz, our 2024 Exit Planner of the Year. By identifying her passion and strengths, Amy found her niche and built a thriving exit planning practice! Now, she’s sharing her secrets to help you do the same. Don’t wait and download the article below to build your practice! https://hubs.li/Q037nWFR0 #ExitPlanning #ExitPlanningInstitute #FinancialAdvisor #FamilyBusiness

EPI has exciting news! As of Tuesday, Exit Planning Institute HQ is officially open. ?? CEO Christopher Snider, CEPA and President Scott Snider cut the ribbon to mark the beginning of this exciting new chapter for EPI. Thank you to Jocelyn Bires, our incredible Director of Operations, for all her hard work and dedication to making this vision a reality. This milestone represents the growth of the exit planning profession and our continued commitment to providing world-class education to exit planning professionals. We can't wait to see what's next! #CEPA #ExitPlanning #EPI #ExitPlanningInstitute

Tomorrow is our chapter event and we can’t wait to see you there! Don’t worry – there is still time to reserve your seat if you haven’t already. Join us as we hear from industry experts, Mo Mahoney and Jason Giorgio! Don’t miss out – secure your spot by registering now! https://hubs.li/Q02YXC2t0 #EPI #ExitPlanning #CEPA

There is still time left to save your seat to our upcoming chapter event! Learn more about state and tax planning strategies from the owner and family’s current and future lifestyle needs/goals! Register for our upcoming event now! https://hubs.li/Q02YXC3c0 #EPI #ExitPlanning #CEPA

What does it take to be best in class? The Annual Exit Magazine has the answers. Our new issue is packed with expert insights from industry leaders like Rick J. Krebs, CPA, CEPA ~ I sell businesses, who shares an exclusive piece on deal-making strategies, Joe Strazzeri on the power of asking the right questions, and top EPI Chapter Presidents providing their insights. Act today to set yourself apart - get your copy now at https://hubs.li/Q037nRcp0! #ExitPlanningInstitute #EPI #TheAnnualExit #BusinessOwner #FinancialAdvisor #CEPA #ExitPlanning

Secure your spot to our upcoming event on March 13th! Transitioning a business includes a myriad of decisions and potential transition strategies, which can be overwhelming for business owners. Join Mo and Jason and other members of the collaborative planning team of this actual recent $100 million business succession and tax planning case. We look forward to seeing you there! Register now below. https://hubs.li/Q02YXBTf0 #EPI #ExitPlanning #CEPA

Struggling to stand out in the exit planning community? Without a niche it can be hard to build trust, attract clients, and successfully grow your practice. But don’t worry - Amy’s five essential tips will guide you to success. Discover how to position yourself in your chosen market by downloading the article below! https://hubs.li/Q037nYgK0 #ExitPlanning #ExitPlanningInstitute #FinancialAdvisor #FamilyBusiness