The EPI Weekly Update: July 29

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This blog post has been contributed by the communication team at the Exit Planning Institute, an organization dedicated to providing the best industry content, ongoing practice support, and owner education to the middle market.


Announcing the Nine Nominees

Exit Planning Institute (EPI) is passionate about changing outcomes for middle market business owners. And as the leaders of EPI, we are fortunate to foster a community of elite specialists, advisors, and influencers from across the world that are also determined to help business owners grow value and secure the legacies they deserve.

What is the Excellence in Exit Planning Awards?

This year (which also marks the 10TH anniversary of the CEPA designation), EPI’s Excellence in Exit Planning Awards will honor three exit planning advisors who lead our industry and community in unique, significant ways. These awards are broken into the following categories:

  • The Peter Christman Exit Planner of the Year Award is the highest honor offered in the exit planning industry and is awarded to a CEPA who either practices exit planning, manages exit planning engagements, educates business owner and advisors, or provides industry-changing exit planning solutions or tools that can be directly tied to changing outcomes for business owners and leading advisors. This advisor makes significant contributions to the industry, exemplifies the core values and characteristics of EPI and the CEPA designation, while making a uniquely significant impact on the larger exit planning profession on a local, regional, national and/or international scale. [see the 2 nominees]
  • The Leader of the Year Award in presented to CEPA who has successfully trail blazed a first-of-its-kind project, initiative, or practice which has made a significant contribution to the exit planning profession and overall community. This advisor is also a thought leader; someone who has taken a position and become a regarded expert/specialist in a specific niche area, a person who tasks, innovates, and influences, and above all, showcases characteristics of collaboration. [see the 3 nominees]
  • The Member of the Year Award is presented to a CEPA or EPI Partner who contributes significantly to the EPI community of advisors and the overall exit planning profession. They act as a key leader and expert in their local or regional marketplace and lead exit planning education while driving market awareness. [see the 4 nominees]

[Click to read the full article on the #ExitisNow Blog]

On September 12, the 2017 Exit Planning Summit will host the Annual Excellence in Exit Planning Awards Luncheon, sponsored by BNY Mellon Wealth Management, our 2017 Title Summit Partner, and the 2017 Honorees will be announced. This luncheon will follow the much-anticipated session, the Live Owner Roundtables, which will showcase the owner education program in action.

If you haven’t already registered for the 2017 Exit Planning Summit, make plans to join. If you have questions about the Excellence in Exit Planning Awards or would like to submit feedback, please contact EPI Headquarters by calling (216) 712-4244 or via email.

Learn More

Real Stories. REAL Results. Learn more at the Summit. Register today.


The 2017 Exit Planning Summit brings together the top 150 exit planning advisors for transformational education. The theme is “Triggering Owner Action: Real Stories. Real Results” and attendees will come away with true strategies and insights on how to produce better results for themselves and their clients. Visit


2017-0726-SVI-Exit Planning Timline-Why You Should Start Early - FINAL - Keyes-Julie

Last summer, Chris Snider started as a blog to share insights, events, thoughts, and articles with the exit planning and business owner community. This month, Julie Keyes contributed to an article all around the ‘exit planning timeline.’

Exit Planning Timeline: Why Owners Should Start Early

When starting a business, most owners usually have no intention to exit his/her company but are also aware that one day, they will have to leave his/her role of business owner. While it may sound negative, it is important to have a plan for the end of your business in mind. We’d like to share a few reasons as to why planning your exit strategy in advance is a smart decision. As an owner, you are often too…[read full article]


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