Welcome to the EPI Blog

The Exit Planning Institute is committed to providing the best content, ongoing support, and a platform to connect exit planning advisors with educated owners. This blog is here to give you a one-stop location for "all things exit planning." We'll highlight CEPAs with "boots on the streets" (let us know if you have news) and we'll highlight new research & updates. Thank you for visiting!

Global Community Activites

Want to hear about CEPAs making a difference in their local market? Find some inspiration and develop a proven strategy. Read more.

Snider & Keyes in MN Owner Readiness Article

Research Project: Twin Cities SOOR Survey

March 6: Twin Cities Owners Forum

Your EPI Weekly Update

Stay Connected with the EPI Pulse! Read the weekly newsletter published by the EPI Global team.

Online Learning plus San Diego Owner Readiness

SOOR in Forbes & Owner Webinar Series

Thought Leader Award & Beyond Trusted Advisor

Nashville Report Released & Buyer Profile Session

Recent Articles & New Releases

Read articles from across the industry, newly released reports, and recordings from recent webinars. Explore.

Snider Interviewed in Forbes about Owner Readiness

Newly Released: San Diego County SOOR Report!

Congratulations to Chris Snider....Thought Leader of the Year!

Newly Released: Nashville State of Owner Readiness Report

For press and media requests, please contact Brooke Norman at BNorman@Exit-Planning-Institute.org.