We serve an elite, high-caliber group of professional advisors, committed to serving the needs of business owners.
#ExitPlanning #CEPA
The Exit Planning Institute creates an exit planning “ecosystem,” and due to the diverse nature of exit planning, EPI has fostered a hyper-engaged exit planning community. This community includes CEPAs, other collaborative advisors, strategic alliance partners, academicians, the media, and business owners from across the globe made up of 15 countries, 44 U.S. States and representing over a dozen d
06/01/2026
What if your client’s "good offer" is leaving money on the table?
Join Scott Bushkie, of Cornerstone Business Services, for a practical webinar on why business owners should never rush to accept an unsolicited offer.
Learn how buyers gain leverage, the common mistakes owners make during a sale, and how advisors can help protect value and improve outcomes.
Thursday, June 4 at 1:00 PM ET
Save your spot: https://hubs.li/Q04gNklM0
06/01/2026
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.
Read our latest blog on how Certified Exit Planning Advisors (CEPA®) can guide business owners through the succession process with confidence.
https://hubs.li/Q04jgW0D0
06/01/2026
Ready to activate your Certified Exit Planning Advisor (CEPA®) credential?
Hear from Jon Chen for practical insights one year into his CEPA journey. Go beyond theory in this live “Ask Me Anything” webinar. This session delivers actionable ideas and an honest perspective to help you move forward with confidence.
Claim your virtual seat for July 21 here!
https://hubs.li/Q04hS_KB0
05/29/2026
“Think of your next chapter as ‘rewirement,’” says Susan Latremoille. “Not retirement.”
The Happiness Portfolio® is a concept that comes from Susan’s 38-year career as a financial advisor before launching Next Chapter Lifestyle Advisors with Marianne Oehser. She saw her clients exit their business and career with plenty of money, but short on a vision and plan for their next chapter of life.
Explore the importance of personal planning here: https://hubs.ly/Q04f-c-K0
If growth is a goal, learning how to improve outreach can make a big difference.
In this webinar, Greg Kaye, of Blue Craze Media, taught how cold outreach can help advisors book more meetings with the right prospects using tools, software, and outreach tactics designed to help generate interest and start more conversations with ideal clients.
Explore and register for upcoming webinars: https://hubs.li/Q04j4mK70
05/28/2026
Just attended the 2026 Exit Planning Summit in Nashville? Keep the momentum going!
Check out this blog for the best ways to stay connected, continue building your expertise, and discover the true return on investment of the Exit Planning Summit.
https://hubs.li/Q04hTHhC0
05/28/2026
Exit plans often focus on the 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 and why stress, uncertainty, and emotion can shape major decisions during an exit.
This webinar will explore how advisors can better support owners and employees through change while building stronger trust and better outcomes.
Tuesday, June 2 at 1:00 PM ET
Save your spot: https://hubs.li/Q04j05cJ0
This conversation reinforces a critical truth: transferable value is built through clarity, alignment, and purpose long before an exit occurs.
In Part 1 of this Exit is Now: Plan Accordingly episode, Scott Snider, President of the Exit Planning Institute® (EPI), sits down with Renee Russo, the 2026 Exit Planner of the Year and Founder and CEO of Rise Up Business Coaching, to explore why vision is one of the strongest drivers of long-term enterprise value.
From defining a ten-year direction to creating alignment across teams, Renee shares how intentional leadership shapes stronger businesses and more sustainable growth.
Listen to the full episode: https://hubs.li/Q04j4Bx90
Leadership issues eventually become business value issues.
In this moment, Josh Koza and Dr. Fred Johnson discuss how accountability, trust, and team alignment directly impact profitability, culture, and long-term enterprise value. It is a powerful reminder that leadership development is not separate from value creation; It drives it.
Listen to the full episode here: https://hubs.li/Q04j0Pk90
05/27/2026
If you want to stand out to business owners, it is about saying the right things at the right time.
The Business Owner Prospecting and Engagement Course helps you build the language, tools, and positioning to separate yourself in a crowded market.
Explore how the series works and how you can apply it in your practice.
https://hubs.li/Q04f1tzB0