EPI Southeast Michigan Chapter

Greg Merrill, CEPA, CFP? and Andrew Shantz join me in the Exit Is Now studio to dive into the importance of deepening relationships with owners and building up the next generation of leaders. We talk about their experiences and how fostering trust and leadership can drive sustainable success. Catch them on this week's podcast! #exitisnow #podcast #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/Q037nT_00 #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

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/Q037nNCR0! #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/Q037nVkw0 #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

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/Q037nT8w0 #ExitPlanning #ExitPlanningInstitute #FinancialAdvisor #FamilyBusiness

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/Q037nKdD0! #ExitPlanningInstitute #EPI #TheAnnualExit #BusinessOwner #FinancialAdvisor #CEPA #ExitPlanning

Our upcoming chapter event is approaching quickly so secure your spot today! What happens when the thought-leaders of the local exit planning community come together in one room discussing best practices, engaging in peer share, and networking with one another? The answer is meaningful connections and better client outcomes. All are welcome to join this unique networking experience whether this will be your first meeting, or you've attended meetings since the Southeast Michigan Chapter of the Exit Planning Institute was founded in early 2019! We hope to see you there! https://hubs.li/Q02Zy9XJ0 #EPI #ExitPlanning #CEPA