+1 888-880-9539Search News by Tag: exit planning summit
18 news stories found
Press Release
November 5, 2026
Sessions will explore how advisors can build more valuable practices and uncover opportunities within existing business owner relationships
Read Press Release
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
Read Press Release
Press Release
May 23, 2023
Christopher M. Snider, CEO of the Exit Planning Institute (EPI), released his book, Walking to Destiny: 11 Actions An Owner MUST Take to Rapidly Grow Value & Unlock Wealth
Read Press Release
Press Release
May 21, 2023
ExitMap® AI represents a major breakthrough in exit planning, leveraging the latest advancements in artificial intelligence to provide advisors with more accurate and personalized insights for their clients.
Read Press Release
Press Release
April 24, 2023
Exit Planning Institute will hold a Charity Giveback Social during the upcoming Exit Planning Summit in Scottsdale
Read Press Release
Press Release
March 21, 2023
Christopher M. Snider, will release his book, Walking to Destiny: 11 Actions An Owner MUST Take to Rapidly Grow Value & Unlock Wealth
Read Press Release
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.
Read Press Release
Press Release
February 16, 2023
Co-founder and first CEO of Netflix, will be the keynote speaker at the upcoming Exit Planning Summit
Read Press Release
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.
Read Press Release
Press Release
January 23, 2023
The Exit Planning Summit will take place in Scottsdale, Arizona from May 21-23, 2023
Read Press Release
Press Release
January 2, 2023
The Summit will consist of a combination of main stage speakers, breakout sessions, deep dive workshops and networking opportunities
Read Press Release
Press Release
October 27, 2022
The 2023 Exit Planning Summit is expected to be the largest-ever gathering of exit planning professionals and advisors
Read Press Release
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.
Read Press Release
Press Release
May 17, 2022
Over $50,000 Raised at Sixth Annual Summit Charity Giveback Social
Read Press Release
Press Release
May 13, 2022
Three Certified Exit Planning Advisors Receives Excellence in Exit Planning Awards at The Exit Planning Summit
Read Press Release
Press Release
March 3, 2022
Exit planning thought leaders will motivate, inspire and educate attendees
Read Press Release
Press Release
February 28, 2022
19 Authors will attend EPI's Summit for meet-and-greets, book signings, and more
Read Press Release
Press Release
January 6, 2022
"Traction" and "EOS Life" author Gino Wickman to keynote event
Read Press Release