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Search News by Tag: exit planning advisor

15 news stories found

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Press Release October 22, 2026
Exit Planning Institute Southeast Michigan Chapter hosts annual Business Owner Forum to connect business leaders and exit planning advisor
Following last year's sold-out event, the annual forum offers owners practical strategies for growth, value creation and a successful transition
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Press Release October 8, 2026
Dan Conklin's New Book Helps Business Owners Avoid Leaving Money on the Table at Exit
Certified Exit Planner Dan Conklin's "Business Strong, Beyond the Trap" Offers a Practical Framework for Building a Sellable Company
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Press Release October 1, 2026
Exit Planning Institute 2026 Season of Deals to help advisors turn New Years Resolutions into action
Limited-time offers help advisors elevate their exit planning expertise
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Press Release September 25, 2026
Linda Jensen Went From Wanting to Be Invisible to Helping Others Find Clarity
The Heart Financial Group founder reflects on childhood trauma, faith and the unexpected connection between the risks she once learned to anticipate and the work she does today.
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Press Release September 18, 2026
Exit Planning Institute welcomes CEPA-founded SkillStacked Strategies as an Alliance Partner
EPI's Alliance Partners expands advisor access to specialized support for business owners navigating exit planning
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Press Release January 8, 2026
Financial Experts Sarah and Phil Jones Team Up to Introduce Their New Book, "Tax Free Millionaire: Use Your Tax Dollars to Become a Millionaire"
If you're not actively doing tax planning, you could be losing millions over your lifetime!
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Press Release May 14, 2024
Unlocking Financial Success: Role of Fractional CFO in Small Businesses
An event to give you invaluable insights into financial management tailored for small businesses.
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Press Release October 17, 2022
Governor Jared Polis attends EPI Colorado Owner Readiness meeting and encourages small business development
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 announces 2023 CEPA Online Program dates and introduces new EPI Academy Courses
Exit Planning Institute will host 11 CEPA Online Programs to expand the CEPA community
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Press Release February 28, 2022
Exit Planning Institute Introduces first ever Author Showcase to be held at the 2022 Exit Planning Summit
19 Authors will attend EPI's Summit for meet-and-greets, book signings, and more
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Press Release February 22, 2022
Exit Planning Institute Resumes In-Person Education
Expanded curriculum for CEPA Credentialing Program
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Press Release January 6, 2022
Exit Planning Institute Announces The Exit Planning Summit 2022
"Traction" and "EOS Life" author Gino Wickman to keynote event
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Press Release April 23, 2021
Planning For A Brighter Future, Starts Today!™
Successful Entrepreneurs, Executives, and Their Family Build A Brighter Future By Delegating To Those They Trust!
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Press Release April 1, 2019
Calamos Wealth Management Appoints Nancy E. Anderson J.D. as New Head of Wealth Strategy and Trust Services
Industry veteran and attorney to play key role in firm-wide 'team-of-professionals' model
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Press Release January 15, 2016
Wayne Hitchens Recognized by Worldwide Branding for Excellence in Business Development and Stakeholder Management
Wayne Hitchens affiliates himself with the Australian Financial Association
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