Are You Ready?

Are you positioned to benefit from the single most significant financial and demographic trend of this century?
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Exit Planning Models & Samples

Access an extensive library of exit planning templates, reports, models, white papers and research. (Credentialed Members Only)
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Recent News

Visit the Exit Planning Institute Newsroom to see what EPI has been up to in the press and on a local and national level.
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Chapters

The Exit Planning Institute has regional chapters throughout the United States and Canada. Two new chapters have opened on the East Coast.
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Upcoming Events

The Exit Planning Institute is the premier provider of delivering innovative learning experiences, designed to advance the exit planning profession. Check the schedule for upcoming events.
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Speakers Bureau

Have one of EPI's distinguished speakers talk to your group about Exit Planning.
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Exit Planning Institute
4811 Emerson, Suite 210
Palatine, IL 60067-7417
P: 847.303.6887
F: 847.303.6951
Send us an Email

Complete Award Entry Guidelines

1. Eligibility - Any professional involved in the field of exit planning is eligible. PR firms and Sponsors of the Exit Planning Institute are not eligible. All awards will be presented in the name of the submitting organization, not to individuals. Submitters may not serve on the judging panel.
   
   
2. Entry submissions must have been completed and distributed between January 1 and December 31, 2008 to be eligible.
   
   
3. Entry fee - Exit Planning Institute members: $50 per entry. Nonmembers: $85 per entry. Entry fees are used to fund the EPI Awards program.
   
   
4. The entry form should indicate the 2008 budget for the organization. Each award category consists of two subcategories: one for associations with 2008 sales of less than or equal to $2 million and those with 2008 sales of more than $2 million.
   
   
5. For each entry, please provide a statement, in 250 words or less, of objective and results achieved.
   
   
6. The judges reserve the right to transfer an entry to a more appropriate category. Judges may decline to assign awards in any category in which they deem no entries are worthy of awards. Judges also may disqualify an entry for noncompliance with competition rules; in such cases, the submitter will be notified and will receive a partial refund of the entry fee.
   
7. Electronic submission of all materials is strongly encouraged. If materials do not exist in electronic format, three copies must be submitted by mail. The Exit Planning Institute is not responsible for loss or damage of entry materials, and hard copy entries will not be returned.
   
   
8. To submit your entries...
   
   To upload your submissions directly, please click here to go to the URL Upload entries submission form.
   
   To mail entries, click here to download the submission form. and mail it along with 3 copies of your documents to:
   
   The Exit Planning Institute
   Awards Program
   4811 Emerson Avenue, Suite 210
   Palatine, IL  60067
   
   Questions? Call 847.303.6887 or e-mail us at awards@exit-planning-institute.org.
   
   
9. Winning entries will be recognized with an award and will be displayed at the Exit Planning Institute Annual Meeting & Exposition. Winning entries will also be publicized in the Exit Planning Advisor.
   
   
10. The DEADLINE for entries is April 30, 2009. Entries must be received (not postmarked) by the Exit Planning Institute by 5:00 P.M., CST, April 30, 2009. Late entries cannot be considered.