Thomas Jefferson believes in luck and Oprah Winfrey does not. Yet both believe that luck has the same formula. How lucky are you? #exitplanning #hardwork #lucky #changetheoutcome #epi
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
There is no right way to value a business. In fact, as an advisor, you know that what works for one client might not work for another. The same can be said for adding value to a business. The value of a business can mean different things to different people but, at the end of the day, buyers pay more for profitable businesses that are growing quickly. What do you say? Make more money? Hire better people? Those things are a given and you’d be hard-pressed to find an owner who wouldn’t… Read More