The Power of Feedback: Take the 2017 Member Survey

It is that time of year again!

EPI has launched the 2017 Annual Member Survey and we want to hear from you.  Feedback from our CEPAs from across the world is extremely valuable to our organization (in fact, “The Power of Feedback” is one of our company core values).  We want to be your partner in exit planning and to effectively do that, we need to understand the needs of our CEPAs as we craft what the EPI future will look like.

As we enter Q4 which is our strategic planning phase, understanding what is most important to you is important to us!  What do you find valuable?  What member benefit is of little use to you?  What would you like to see added in the future?  Where should we focus more time and resources?  We want to know.

—–Take the 2017 Annual EPI Survey by clicking here

If you are a CEPA, please take ten minutes and complete this EPI survey and share your insights with us.  If you have questions or additional comments that don’t fall into any of the polled areas, please contact Josh Koza at or (216) 712-4244.

About Exit Planning Institute:

EPI LogoThe Exit Planning Institute (EPI) is an education company that provides exit planning education to advisors and middle market business owners.  We view exit planning as a strategy, not an event.

EPI leads the professional services profession with the best industry content, ongoing support, and owner education platform, all of which align with our mission: Change the outcome.

Only 2 out of every 10 businesses that come to market actually sell.  We want to increase the number of saleable businesses.

Only 30% of family businesses successfully transition to the second generation, only 12% transfer to the third, and the success rates diminish from there.  We want to improve those intergenerational transitions.

Of those that succeed in the sale of their business, 75% experience “profound regret” within one year of exiting their business.  We want to understand why and create strategies that achieve profound success, wealth, and satisfaction.

EPI is an education company, powered by an elite community of top advisors and owners, all focused toward creating a valuable, transferable future for the business marketplace.

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