EPI Greater Phoenix Chapter

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

This month at our chapter meeting you will collaborate with peers to develop a compelling conversation strategy, address potential concerns, and propose actionable growth plans. By engaging in this interactive case study, you will enhance your advisory skills and learn how to facilitate strategic growth discussions with business owners. Reserve your spot now by registering below! https://hubs.li/Q02ZHTw50 #EPI #ExitPlanning #CEPA

Join fellow professionals at our exciting upcoming EPI event! Hear from industry expert, Trace Udall. In this session, you will explore a hands-on case study centered around advising Tom and Mary on their growth strategy. Your task is to approach the scenario as a trusted advisor, providing insights on how the Company can navigate its goal of doubling sales while maintaining financial stability! Register now below. https://hubs.li/Q02ZHFnS0 #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/Q039wKc60! #ExitPlanningInstitute #EPI #TheAnnualExit #BusinessOwner #FinancialAdvisor #CEPA #ExitPlanning

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/Q037nYdT0 #ExitPlanning #ExitPlanningInstitute #FinancialAdvisor #FamilyBusiness

This Women’s History Month, we’re celebrating some of our best-in-class CEPAs and faculty members who are shaping the future of exit planning! These trailblazers are setting a new standard in exit planning and continue to inspire our CEPA community and far beyond. Here’s to the amazing women in our community who contribute to the success of owners! Shina Culberson, CFA, CEPA, Tina Corner Stolz, Jaclyn Ring, CMAP, MAMI, Julie Keyes, RENEE RUSSO, Amy Wirtz. #WomensHistoryMonth #EPI #ExitPlanning #ExitPlanningInstitute #Leadership #CEPA

Building a successful exit planning practice starts with finding your niche! However, figuring out your place in the wide world of exit planning can be tricky. Amy Wirtz, our 2024 Exit Planner of the Year, started her journey with five essential topics that helped her find her niche in family business. Download the article below to use the five tips to find your niche! https://hubs.li/Q037nRf00 #ExitPlanning #ExitPlanningInstitute #FinancialAdvisor #FamilyBusiness

Looking to expand your exit planning knowledge? Attend our chapter event tomorrow to combine growth strategies with Value Acceleration Methodology. We can’t wait to see you! https://hubs.ly/Q02ZH7dG0 #EPI #ExitPlanning #CEPA

It’s been 20 years of excellence at The Exit Planning Institute – but we’re just getting started! The Annual Exit is EPI’s yearly magazine designed for business owners, CEPA’s, advisors, and all types of exit planning professionals. If you missed Scott Snider's announcement from the State of the Institute yesterday, the 2025 issue will be diving into hard-to-talk-about exit planning topics packed with expert insights, exclusive interviews, and more to help you elevate not only your practice, but your life. Ready to unlock your full potential? Get your hands on this year’s issue at https://hubs.li/Q037nK730! #ExitPlanningInstitute #EPI #TheAnnualExit #BusinessOwner #FinancialAdvisor #CEPA #ExitPlanning