The State of Owner Readiness™ (SOOR) Survey is a research study that collects business attractiveness and owner readiness data for the middle market on a national level. This information is powerful and from that first national survey, conducted in 2013, the movement has taken off. This release marks the first regional research EPI will release this year! This report was co-authored by EPI CEO Chris Snider and Dr. Richard Chan of Stony Brook University College of Business, with leadership and contributions by the newest EPI chapter president to join the network, Daniel… Read More
It is my pleasure to introduce our 2018 Exit Planning Summit Title Partner: BNY Mellon Wealth Management! BNY Mellon Wealth Management strives to work collaboratively with advisors and owners to create strategies that expand exit options and provide holistic solutions. For the second year in a row, their experts and educators will join the Summit to collaborate, educate, provide insights, and grow with CEPAs and advisors from all regions and disciplines this September in Nashville. At EPI, we strive to bring together leading advisors, firms, and providers who are bound together with… Read More
EPI completed the first CEPA program of the year in February and this week 65 advisors passed their proctored examination and have earned the most widely endorsed and accepted exit planning designation in the industry: The Certified Exit Planning Advisor (CEPA). This program also introduced two new members to the expert faculty: Julie Keyes, CEPA, Founder of KeyeStrategies, instructing advisors on how to effectively build, nurture, and monetize opportunity within the Teams & Collaboration module, and Judi Cunningham, MA, FEA, Founder of the Cox Family Enterprise Center | Kennesaw State University, Coles… Read More
We’ve curated the 12 recordings to inspire change and activate the 11 actions it takes to grow value (rapidly) and release (trapped) wealth. #exitplanning
Starting a business takes guts. Deciding to transition out of a business is just as courageous. Part of the exit planning process requires the advisors understand the motivations and psychology behind the business owner’s desires to transition out of their business. Exploring these motivations and getting inside the heads of the business owners is a much an art as it is a science. A successful business transition requires attention and understanding, not only to the financial side of the exit, but the way owners think. Work is work but for business owners,… Read More
We want to market well. We want to sell better. Once we do, we want to be able to deliver our services efficiently (for the right price) #howtosellexit #EPI
CEPA program added for 2018….Phoenix, AZ!
Every family business struggles with challenges that no one wants to talk about. Operating a business is hard enough, adding on the dynamics of working with relatives into the mix and it is easy to see how family businesses can struggle to effectively operate. Personal feelings can cloud judgment, foster resentment, and negatively impact how the business grows. If problems are left to fester, the business can become a battleground. When family businesses avoid discussing these critical issues, they miss business opportunities, lose money and damage relationships. These “elephants in the room” keep… Read More
What impact does culture actually have on business value? Well, studies show that 70-80% of all integrations fail, often due to cultural mismatch.
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… Read More