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79 news stories found
Press Release
February 23, 2023
The Summit brings together the essential professionals who guide business owners, including financial advisors, CPAs, business consultants, estate planning professionals, and others.
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Press Release
February 16, 2023
Co-founder and first CEO of Netflix, will be the keynote speaker at the upcoming Exit Planning Summit
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Press Release
February 7, 2023
Participants will attend interactive, action-oriented workshops with national experts and leading practitioners on topics such as building your advisory team and communicating your value.
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Press Release
January 23, 2023
The Exit Planning Summit will take place in Scottsdale, Arizona from May 21-23, 2023
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Press Release
January 18, 2023
A collaborative group of Fort Lauderdale leaders are coming together to launch a chapter that educates the marketplace on business growth and transition
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Press Release
January 2, 2023
The Summit will consist of a combination of main stage speakers, breakout sessions, deep dive workshops and networking opportunities
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Press Release
October 27, 2022
The 2023 Exit Planning Summit is expected to be the largest-ever gathering of exit planning professionals and advisors
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Press Release
October 19, 2022
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.
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Press Release
October 17, 2022
Jared Polis delivered remarks focused on the importance of small business owners to the Colorado economy
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Press Release
October 1, 2022
Exit Planning Institute will host 11 CEPA Online Programs to expand the CEPA community
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Press Release
September 19, 2022
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.
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Press Release
September 14, 2022
95% of Colorado owners said that having a transition strategy is important for both their future and the future of their business
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Press Release
September 12, 2022
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.
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Press Release
September 12, 2022
Ms. Peters serves as the owner and founder of RAYNE IX Coaching & Consulting
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Press Release
September 7, 2022
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.
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Press Release
August 30, 2022
Exit Planning Institute wins Gold Stevie® at the Stevie Awards for Great Employers 2022 and Silver Stevie® Award at 2022 International Business Awards
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Press Release
July 20, 2022
Basics of Value Acceleration and Determining Enterprise Value
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Press Release
June 28, 2022
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.
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Press Release
June 21, 2022
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.
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