Market Outlook: 2017 Recap and 2018 Forecast

Mark your calendar for January 11 and attend the virtual broadcast with Scott Snider as he shares insights from EPI Global as it relates to the accomplishments of 2017 and where the CEPA community is headed in 2018!

It is important to reflect on the past year to truly adopt a strategy for the future that identifies and embraces the existing strengths and recognizes the areas for growth. And, this was a huge year for CEPAs and exit planners worldwide,” said Snider, “It will be a lot to cover in one hour. With everything research, events, global awareness, market penetration, and overall caliber of advisor with the ability to execute big ideas and truly help business owners, I am amazed and privileged to be the leader of this organization.

Each year, Scott Snider shares the strategy, vision, accomplishments, new opportunities, and tone for the future with the CEPA and exit planning community during an EPI Global Market Update.  Don’t miss this chance to learn, grow, and evolve with the leading provider of exit planning education in the industry.

And thank you to the CEPA community for creating a network of advisors who understand how to holistically serve the needs of the middle market.  Change the outcome!



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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