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The Summit is a transformational experience for advisors and professionals who service the entrepreneur as part of an integrated team.
WESTLAKE, OH, January 06, 2022 /24-7PressRelease/ -- Exit Planning Institute (EPI) today announced that The Exit Planning Summit will take place May 1-3 in Scottsdale, AZ. Following a hiatus of the last two years due to the pandemic, this year's event is expected to be the largest-ever conference focused on exit planning. Over two and a half days, the summit will bring together professionals who work with and guide small to lower middle market business owners, including financial advisors, CPAs, business consultants, investment bankers and others. Bestselling author Gino Wickman will provide the keynote address.
"The Summit is a transformational experience for advisors and professionals who service the entrepreneur as part of an integrated team," said Scott Snider, President, EPI. "Through thoughtfully designed actionable education and best-practice sharing, attendees leave with tools to accelerate their practices, including to help business owners grow and eventually exit their businesses successfully."
Gino Wickman will kick off the conference by delving into the entrepreneurial mindset and how both advisors and entrepreneurs can leverage that insight to define and live their ideal lives. Wickman is a well-known author and expert on entrepreneurship. His books include the best-seller Traction: Get A Grip On Your Business and Get A Grip: An Entrepreneurial Fable. Your Journey to Get Real, Get Simple, and Get Results. Wickman is also the founder of EOS Worldwide, a company focused on helping small businesses and entrepreneurs get what they want from their businesses through leadership development.
The event will tap the expertise of pioneers who have received the certified exit planning advisor (CEPA) designation. The theme of the summit is three-fold. Inspired by the EPI acronym, the event is designed to drive transformational EXPERIENCE for the advisor and business owner, to bring together the PEOPLE who work as a team to create value for the entrepreneur, and to be INNOVATIVE at advancing business owners' goals.
"Our goal in bringing together this large multi-disciplined group of professionals that serve business owners is to advance the understanding of entrepreneurship, the value acceleration methodology and learn from one another," said Scott Snider, President, EPI. "And we're thrilled that Gino Wickman will be sharing some of his deep expertise and challenging us to be better at what we do." Gino will be joined on the main stage on Monday May 2 by three other experts in this space. Kiley Peters, Owner of Rayne IX will focus on helping the professional advisor market themselves to business owners. Sean Hutchinson, Partner at RFN Global, will deliver an interactive session on having better and deeper conversations with business owners. And Fred Johnson, Owner of Initiative One Leadership Institute will focus on building effective and powerful teams.
About Exit Planning Institute
Exit Planning institute (EPI) was formed in 2005 to serve the educational and resource needs of professional business advisors. Its Certified Exit Planning Advisor (CEPA) credential program is the most widely endorsed professional exit planning program in the world, providing advisors with the content, tools and training needed to engage business owners and become their most valued advisors. For more information, visit exit-planning-institute.org or follow us on LinkedIn.
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