Search by Tag: exit planning
54 total news stories found.
Exit Planning Institute Launches New Podcast
2023-01-11 | Exit Is Now: Plan Accordingly with Scott Snider
Exit Planning Institute announces 2023 Exit Planning Summit speaker agenda
2023-01-02 | The Summit will consist of a combination of main stage speakers, breakout sessions, deep dive workshops and networking opportunities
Save the Date: Exit Planning Institute announces 2023 Exit Planning Summit
2022-10-27 | The 2023 Exit Planning Summit is expected to be the largest-ever gathering of exit planning professionals and advisors
Launching in October 2022: Exit Planning Institute Chicago Chapter
2022-10-19 | To ensure local owners achieve their goals, a collaborative group of Chicago leaders are coming together to launch a chapter that educates the marketplace on business growth and transition.
Governor Jared Polis attends EPI Colorado Owner Readiness meeting and encourages small business development
2022-10-17 | Jared Polis delivered remarks focused on the importance of small business owners to the Colorado economy
Exit Planning Institute announces 2023 CEPA Online Program dates and introduces new EPI Academy Courses
2022-10-01 | Exit Planning Institute will host 11 CEPA Online Programs to expand the CEPA community
Launching in October 2022: Exit Planning Institute Miami Chapter
2022-09-19 | To ensure local owners achieve their goals, a collaborative group of Miami leaders are coming together to launch a chapter that educates the marketplace on business growth and transition.
Exit Planning Institute Releases Colorado State of Owner Readiness Report
2022-09-14 | 95% of Colorado owners said that having a transition strategy is important for both their future and the future of their business
Launching in October 2022: Exit Planning Institute Palm Beach Chapter
2022-09-12 | To ensure local owners achieve their goals, a collaborative group of Palm Beach leaders are coming together to launch a chapter that educates the marketplace on business growth and transition.
Kiley Peters has been Inducted into the Prestigious Marquis Who's Who Biographical Registry
2022-09-12 | Ms. Peters serves as the owner and founder of RAYNE IX Coaching & Consulting
Launching in September 2022: Exit Planning Institute Cincinnati Chapter
2022-09-07 | To ensure local owners achieve their goals, a collaborative group of Cincinnati leaders are coming together to launch a chapter that educates the marketplace on business growth and transition.
Exit Planning Institute wins Gold and Silver Stevie® Awards
2022-08-30 | Exit Planning Institute wins Gold Stevie® at the Stevie Awards for Great Employers 2022 and Silver Stevie® Award at 2022 International Business Awards
Exit Planning Institute Launches New EPI Academy Courses
2022-07-20 | Basics of Value Acceleration and Determining Enterprise Value
Launching in July 2022: Exit Planning Institute Palm Beach Chapter
2022-06-28 | To ensure local owners achieve their goals, a collaborative group of Florida leaders are coming together to launch a chapter that educates the marketplace on business growth and transition.
Exit Planning Institute Uncovers $1.413 Billion in Value Potential at Record-Breaking Summit
2022-06-21 | Over 450 Certified Exit Planning Professionals (CEPAs) who attended the 2022 Exit Planning Summit concluded that the businesses served by attendees at this year's summit are currently worth $1.413 billion less than they could be.
Exit Planning Institute Creates Exit Planning Thought Leadership Council
2022-05-31 | The EPI Thought Leadership Council is a select group of certified exit planning advisors (CEPAs) whose work exemplifies the value acceleration methodology of exit planning
Launching in June 2022: Exit Planning Institute Utah Chapter
2022-05-26 | Exit planning is one of the fastest growing industries. To ensure local owners achieve their goals, a collaborative group of Utah leaders are coming together to launch a chapter that educates the marketplace on business growth and transition.
Exit Planning Institute Raises $50,000 for Phoenix Children's Foundation
2022-05-17 | Over $50,000 Raised at Sixth Annual Summit Charity Giveback Social
Exit Planning Institute Presents its 2022 Excellence in Exit Planning Awards
2022-05-13 | Three Certified Exit Planning Advisors Receives Excellence in Exit Planning Awards at The Exit Planning Summit
Bonnie Yam Lauded for Excellence in Finance and Education
2022-05-04 | Ms. Yam channels years of expertise into her work in education.