Want to know what it takes to be best in class? In our new series, “Mastering the Market,” six of our leading CEPAs will share their journeys to define what best-in-class means to them. From the struggles they had to overcome to attain a higher level of excellence to the strategies they put in place to successfully become best-in-class, you don’t want to miss out. Click the link below and start mastering the market! https://hubs.li/Q02N1Zy-0 #ExitPlanning #BestInClass #MasteringTheMarket #CEPA
Exit Planning Institute
职业培训和指导
Westlake，Ohio 11,941 位关注者
Providing top professional advisors the best industry content, ongoing practice support, and owner education resources.
关于我们
The Exit Planning Institute is the Authority in Exit Planning and Value Acceleration Pioneering an industry since 2005, The Exit Planning Institute? (EPI?) serves an elite, high-caliber group of professional advisors, committed to serving the needs of business owners. These advisors come from diverse areas of professional specialty, including Attorneys, CPAs and Accountants, Business Brokers, Financial Planners, Valuation Advisors, Investment Bankers, Estate Planners, Commercial Lenders, Consultants, Wealth Managers, Insurance Professionals, Mergers & Acquisition Advisors, and other Professional Advisors. The Certified Exit Planning Advisor? (CEPA?) Credentialing Program, created in 2007, is the only program of its kind and offers professional advisors an innovative learning experience, best-in-class resources, and strategic tools to help them advance their exit planning practice. Introduced to the profession by EPI CEO, Christopher Snider, CEPA, the Value Acceleration Methodology? is the process taught at the CEPA Program which integrates exit strategy into business, personal, and financial goals of the business owner. The process consists of three major components, referred to as the “three legs of the stool”: Business, Personal, and Financial planning. Exit planning is business planning. It is about building, harvesting, and preserving family wealth for generations to come and integrating best-in-class business practices into daily operations. The Methodology focuses on enterprise value and is a revenue-producing model for professional advisors that is justifiable with the growth of overall enterprise value.
- 网站
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https://exit-planning-institute.org/
Exit Planning Institute的外部链接
- 所属行业
- 职业培训和指导
- 规模
- 11-50 人
- 总部
- Westlake，Ohio
- 类型
- 私人持股
- 创立
- 2005
- 领域
- Exit Planning、Value Acceleration、Professional Designation、Marketing、Training、Education、Awareness、Member Support、Local Chapters、Peer Groups、Content、Speaking、Events、Research、State of Owner Readiness Survey、Networking、Owners Forum、CEPA Credential、Business Succession Planning和Business Owner Exit
地点
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主要
获取路线
27881 Clemens Road
Suite A
US，Ohio，Westlake，44145
Exit Planning Institute员工
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PETER CHRISTMAN, CEPA, CPBA
Founder and CEO of The Christman Group | Co-Founder of Exit Planning Institute |
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Michael Halperin
Certified EOS Implementer?, Entrepreneur
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Martha Sullivan
Taking complex family business transition matters and making them more accessible for better decision making. Consultant…
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Marianne Oehser, M.M., CPRC
Co-Founder and Partner, Next Chapter Lifestyle Advisors
动态
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In the case of succession planning and exit transactions, the right tax strategies make all the difference. Swipe left to start mastering these essential tax strategies today! #ExitPlanning #EPI #TaxStrategies #BusinessSuccess
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Take your expertise to the next level with our EPI Academy bundle courses! Our top-tier, on-demand education is now more accessible than ever with our Season of Deals. Enroll now and take advantage of these limited-time savings! https://hubs.li/Q02RDL3T0 #ExitPlanning #EPI #SeasonOfDeals #EPIAcademy
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Join Exit Planning Institute on October 15th for ESOP’s: Tax Advantaged Exit Strategy Resulting in a Win/Win/Win for Everyone, a free webinar presented by Keith Apton and Blake Head. Register Now: https://lnkd.in/e3iwvCRG #ExitPlanning #ESOP #Webinar
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Did you know choosing the Growth option at the Decide Gate can be a game changer for your business? Learn how this strategic move with REAG can unlock greater value and set you on a path to exponential growth in the article below! https://hubs.li/Q02SDxZ40 #ExitPlanningInstitute #EPI #REAG #Business #ExitPlanning
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“A good exit planning advisor is a great listener, patient, and excels at being a team player.” - Jesse Abercrombie CEPA Financial Advisor General Partner Hear it straight from the experts! Our CEPAs are making a real difference and their stories speak volumes. Jesse Abercrombie highlights how working together with patience can lead business owners to the satisfaction of achieving their goals. Learn about career changes brought about through the CEPA program and how it has helped build better businesses. Click below to read the full testimonial and take your first step toward earning your CEPA credential today! https://hubs.li/Q02T2YlW0 #ExitPlanning #EPI #CEPA
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Join Exit Planning Institute on October 15th for ESOP’s as a Tax Advantaged Exit Strategy Resulting in a Win/Win/Win for Everyone, a free webinar presented by Keith Apton and Blake Head. Get an inside look at ESOPs, covering market trends, transaction structures, tax advantages, and their role in exit planning strategies. Attendees will walk away with key insights into how ESOPs can benefit business owners, companies, and professional advisors, and when to implement them effectively. Register Now: https://lnkd.in/e3iwvCRG #ExitPlanning #ESOP #Webinar
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Ready to become a CEPA? There’s no better time than now to start your journey! Unlock the gold standard in exit planning credentials with our credential - but now at an unbeatable price! Elevate your career and become the go-to expert in your field. Click the link below to save up to $1,200 today! https://hubs.li/Q02RDKhq0 #ExitPlanning #EPI #SeasonOfDeals #CEPA
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Today, we’re excited to highlight another member of the inaugural Circle of Excellence class! Meet Mark Kravietz, an exit planner who turned his personal experience into a mission to guide others to plan their successful exits. As the founder of the EPI Greater New York Chapter chapter and host of the "Find Your Exit" podcast, Mark is dedicated to educating and empowering others to plan for a brighter future with empathy and respect. Want to learn more about Mark’s journey and success? Read his full story and lessons on our blog below! https://hubs.li/Q02RHxGP0 #ExitPlanning #ExitPlanningInstitute #EPI #CircleofExcellence
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Our President Scott Snider recently shared a powerful moment about how one employee turned the tables on him, shifting the focus from success to significance. Discover how adopting the Value Acceleration Methodology can drive lasting value in your company below now! https://hubs.ly/Q02SCyqN0 #ExitPlanning #ExitPlan #EPI #ExitPlanningInstitute #Entrepreneur
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