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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
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Let’s Celebrate Your Achievements!

EPI Leadership Awards for Members and Nonmembers

Each year the Exit Planning Institute recognizes and celebrates the achievements and successes of our members.  The EPI Awards are your opportunity to showcase achievements and successes.

Please enter as many categories as you’d like, but do it soon! This year’s awards winners will be announced and displayed at the Exit Planning Institute’s 2009 Annual Meeting & Exposition, November 11-14, 2009 in Chicago.

Award Entry Guidelines

Have you recently completed a successful marketing program, concluded a complex successful exit planning engagement, or authored an effective feature article?  If so, celebrate your success and the success of your peers by nominating a project to receive an EPI Leadership Award.

Send your best to EPI offices by 5:00 P.M., CST, on June 30, 2008, to get the peer recognition you deserve. All exit planning professionals, both members and nonmembers, are eligible. Your submissions must have been have been completed and distributed between January 1 and December 31, 2008 to qualify.

Complete guideline info...

Exit Planning Award Categories

Each of the 5 award categories have two winners; one from a small organization or firm (annual sales less than or equal to $2 million) and one from a large organization (annual sales greater than $2 million.) Don’t let your budget keep you from entering—innovation and excellence comes in all sizes and price tags!

1. Featured Article on Exit Planning

Recognizes the best single-feature article appearing in an association publication. Entries are judged on clarity, conciseness, and effectiveness in meeting the stated objective. Note: Articles appearing in the Exit Planning Advisor are eligible too!

2. Original Peer-Reviewed Research

Recognizes the best scholarly or technical peer-reviewed research piece in the field of exit planning. Entries are judged on effectiveness of content, completeness, and a documented criteria-based peer-review process.

3.  Exit Planning Based Marketing Program

Recognizes the best exit planning based marketing program designed to increase general awareness of the importance and need for exit planning. Entries are judged on content, effectiveness, writing, design/layout, and photography/illustration, as well as results.

4. Exit Planning Engagement

Recognizes the best exit planning report or deliverable prepared for a client (completed and distributed in 2008). Entries are judged on effectiveness of communicating client goals and objectives, content, writing, analysis, recommendations, and design/layout.

5. Website

Recognizes the best exit planning related website (completed and posted in 2008). Entries are judged on effective use of the medium, general impact, technical quality, content quality, ease of use, and creativity.

Send your best to EPI's offices by 5:00 P.M., CST, on June 30, 2008, to get the peer recognition you deserve. All exit planning professionals, both members and nonmembers, are eligible. Your submissions must have been have been completed and distributed between January 1 and December 31, 2008 to qualify.


 

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