Where have we been? Where are we headed? Watch the Annual EPI “State of the Institute” Broadcast with EPI VP, Scott Snider.

The original EPI 2017 Yearend Recap and 2018 Forecast with Scott Snider was held on Thursday, January 11, 2018.  You can watch the webinar recording by clicking here.

“This broadcast is a good opportunity to revisit EPI’s brand promise. These three things drive us. We strive every day to deliver on this promise to our CEPAs and the larger exit planning industry -Scott Snider

In this broadcast, Scott Snider reviewed the industry accomplishments of 2017 and also provided attendees a first-look at the advancements, programs, new benefits, and schedule EPI has implemented for 2018.  This includes a robust virtual education focus, a new Exit Planning Practice Launch workshop with Chris Snider, the release of the much-anticipated OwnerRoundtables(TM) series, and expanded thought leadership opportunities for advisors across the network.

Missed the broadcast? Not a problem.  You can download the recording now by clicking here.


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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