EPI Greater Philadelphia Chapter

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/Q037nVkF0! #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/Q038Ny8d0. #ExitPlanningInstitute #EPI #TheAnnualExit #BusinessOwner #FinancialAdvisor #CEPA #ExitPlanning

We had an excellent turnout for our case study session that brought together a great group of multi-disciplinary advisors! Steven E. Staugaitis, CPA, CVA, did an outstanding job presenting the case fact pattern and curating a lively discussion about goals, business key performance indicators, and action planning. There was lots of participation, and it was very collaborative! Big thank you to Steve and Kreischer Miller for doing such a nice job hosting the group. Chapter President Matthew Lang, CFP?, CEPA, and the rest of the EPI Greater Philadelphia leadership team genuinely appreciate everyone's attendance. Whit Webster, Matthew Levitsky, Rachel Packer, Charles Kedra, CFP?, CEPA?, AIF?, Maxwell Heller, Doug Kook, CPA, CVA, CEPA, Sue Negrey, Gray Wirth, MBA, CEPA?, Robert Waring #exitplanning #founders #businessowners #mergersandacquisitions

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. Don’t miss out – secure your spot by registering now! https://hubs.li/Q02ZkxWL0 #EPI #ExitPlanning #CEPA

"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/Q037nZS30 #ExitPlanning #ExitPlanningInstitute #FinancialAdvisor #FamilyBusiness

There is still time left to save your seat to our upcoming chapter event! We will understand the purpose and importance of a Triggering Event in the context of strategic planning and business valuation. Register for our upcoming event now! https://hubs.ly/Q02ZkDWP0 #EPI #ExitPlanning #CEPA

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

Secure your spot to our upcoming event on March 20th! Following the initial meeting with Tom and Mary, this session delves into the process of conducting a Triggering Event to set a clear strategic direction for Tom and Mary’s business. We look forward to seeing you there! Register now below. https://hubs.li/Q02ZkHpT0 #EPI #ExitPlanning #CEPA

This month at our chapter meeting you will work with peers to develop practical skills in facilitating Triggering Events, providing a foundation for informed decision making and effective strategic planning. Reserve your spot now by registering below! https://hubs.ly/Q02ZkHHz0 #EPI #ExitPlanning #CEPA

Join fellow professionals at our exciting upcoming EPI event! This event delves into the process of conducting a Triggering Event to set a clear strategic direction for Tom and Mary’s business. You will explore how to utilize a Triggering Event to evaluate the Company’s readiness for growth, understand its value, and align strategic actions with Tom and Mary’s personal and financial goals. We hope to see you there! Register now below. https://hubs.li/Q02ZkHLj0 #EPI #ExitPlanning #CEPA