EPI Endorsed Business Solutions Overview: Oversight and Selection

EPI Business Services develops key strategic alliances, establishes stringent due-diligence practices, and then works directly with professional members to guarantee informed buying decisions.

EPI Business Services looks for solutions to critical member needs. Once we identify a need for a particular program or service, we review leading companies in the industry and ultimately select a partner. Key selection criteria include the organization's financial strength, experience in the exit planning marketplace, distribution capabilities, revenue and profitability potential, and the integrity of the program—whether it reflects the professionalism and standards of the Exit Planning Institute.

Essential within any program is that it provides a unique offering—one that has exclusivity and added value because it is an EPI-endorsed business solution.

EPI Business Services staff collaborates with partners to promote programs by writing and editing copy, compiling targeted lists, conducting marketing campaigns, and featuring programs in EPI's communication channels.

For more information, email partnerships@exit-planning-institute.org or call 847-458-2124.