Exit Planning Institute

The authority on Exit Planning Education, Resources, and Content for Professional Advisors and Business Owners.

#ExitPlanning #ValueAcceleration #CEPA

[Exit Planning Institute @beyondcepa]

Explore how the series works and how you can apply it in your practice.

https://t.co/sgM96uk9DI

[Exit Planning Institute @beyondcepa]

The Exit Planning Institute® (EPI) Business Owner Prospecting and Engagement series is designed to help advisors strengthen their connections with owners by combining real-world business-owner data with practical engagement strategies.

#ExitPlanning #Advisor #Academy #CEPA

[Exit Planning Institute @beyondcepa]

We are celebrating Paige Wysocki and her 8 years with the Exit Planning Institute® (EPI) today!

From intern to Vice President of Marketing and Brand Strategy, Paige has played an incredible role in shaping EPI’s direction and brand.

Everyone, celebrate in the comments below!

[Exit Planning Institute @beyondcepa]

Explore how an estate planning attorney can help business owners align personal, financial, and business goals throughout the transition process in our newest blog.

https://t.co/GZttAhDobi

[Exit Planning Institute @beyondcepa]

A successful exit is about more than the transaction. For many business owners, it is about protecting what they have built, preserving legacy, and preparing for the future.

#EPIBlog #ExitPlanning #EstatePlanning #BusinessOwners #Advisors

[Exit Planning Institute @beyondcepa]

Explore and register for upcoming webinars: https://t.co/LIp5mlrNjg

[Exit Planning Institute @beyondcepa]

Great opportunities often start with the right relationships.
In this webinar, Julie Keyes of KeyeStrategies shared how advisors can build stronger referral relationships, create collaboration, and become the advisor brought into conversations early.

#AdvisorGrowth #ExitPlanning

[Exit Planning Institute @beyondcepa]

Listen to the full episode here: https://t.co/xleKHMWtkS

[Exit Planning Institute @beyondcepa]

Scott Snider sits down with Renee Russo, the 2026 Exit Planner of the Year and Founder and CEO of Rise Up Business Coaching, to discuss how long-term vision builds companies that are positioned for growth.

#ExitPlanning #ValueCreation #BusinessGrowth #BusinessOwners #Podcast

[Exit Planning Institute @beyondcepa]

See how Certified Exit Planning Advisors (CEPA®) can guide business owners.
https://t.co/Hy7fkgNUIG

[Exit Planning Institute @beyondcepa]

Succession planning in a family business is rarely straightforward. It requires thoughtful communication, trust, and a clear plan to help both generations stay aligned throughout the transition.

#EPIBlog #Blog #SuccessionPlanning #CEPA #Advisor

[Exit Planning Institute @beyondcepa]

Go beyond theory in this live “Ask Me Anything” webinar. This session delivers actionable ideas and an honest perspective to move forward with confidence.

Claim your virtual seat for July 21 here!
https://t.co/kR8CRMw4ZW

#CEPA #EPI #Advisor #AskMeAnything #ExitPlanning

[Exit Planning Institute @beyondcepa]

Tuesday, June 2 at 1:00 PM ET
Save your spot: https://t.co/FD792nrOfJ

[Exit Planning Institute @beyondcepa]

Exit plans often focus on financial outcome, though the owner’s personal purpose and transition shape life after the exit.

Join Skylar Dean of SkillStacked and Emily Kile of Workzbe for a webinar on the human side of business transitions.

#Webinar #ExitPlanning #AdvisorGrowth

[Exit Planning Institute @beyondcepa]

We interviewed @DanNegroni, C-Suite Advisor at launchbox, to learn more about his 2024 Exit Planning Summit mainstage session, what inspired him to study generational differences, and insights from his book!

Learn more from Dan in our interview below:
https://t.co/iSyJCDyQMY

[Exit Planning Institute @beyondcepa]

As March is Women's History Month, we are highlighting some of the women who will share their insights at the Exit Planning Summit. Today we introduce Mary Pat Knight our blog! https://t.co/gVK2UYhnJr

#ExitPlanningInstitute #ExitPlanning #WomensHistoryMonth #WomensMonth

[Exit Planning Institute @beyondcepa]

Nothing brings an office, friend group, or family together quite like a March Madness Bracket. Learn more about winning Exit Planning Teams on our blog: https://t.co/9N0RQunbTW

[Exit Planning Institute @beyondcepa]

Unlock the Superpower of M&A in Lower Middle Market Growth! Dive into the article now: Making M&A Your Superpower: Success with REAG https://t.co/ylaJQB233J

#MergersAndAcquisitions #BusinessGrowth #REAG #LowerMiddleMarket #TransformationalAdvisory #ClientSuccess #ExitPlanning

[Exit Planning Institute @beyondcepa]

The findings from the 2023 State of Owner Readiness Report are in! There have been significant strides in the preparation for and interest in business transitions.

Read our blog to learn more. https://t.co/95aLYShR9u

#exitplanning #ownerreadiness #exitplanninginstitute

[Exit Planning Institute @beyondcepa]

As we celebrate the women in exit planning, we are highlighting some of the women who will share their insights with our network at the Exit Planning Summit.
Learn about Kerry Siggins on our blog! https://t.co/LIEywlpwHQ

#ExitPlanning #ExitPlanningSummit #WomensHistoryMonth