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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
2413 W. Algonquin Road, #504
Algonquin, IL 60102
P: 847.458.2124
F: 847.594.6114
Send us an Email
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National Chapter Committee
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Chairman
Christopher Snider, CEPA
Aspire Management, Inc.
2888 Nationwide Parkway, Suite 171
Brunswick, OH 44212
(888)338-0176
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Christopher Snider is President and Owner
of Aspire Management and is a graduate of John Carroll University in Cleveland. Over his 24 year career Chris has worked
in small, mid-market, and large businesses, both public and private. He has held positions in finance, operations,
sales and marketing, M&A, and most recently CEO. He has a proven track record of growth. Over the last 9 years he
has held VP, SVP and CEO roles with privately held companies that have doubled to more than tripled sales over a
1-3 year period. |
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Member
Steven Allison, CEPA
S.R. Allison &Associates
9001 Airport Freeway, Suite 725
Fort Worth, TX 76180
(817)509-0620
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Member
James Bates, CEPA
The Christman Group
4811 Emerson, Suite 210
Palatine, IL 60067
(847) 303-6554
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Member
Steve Capizzi, CEPA
Core Business Advisors
11175 Cicreo Drive, Suite 100
Alpharetta, GA 30022
(678)242-5250
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Member
Sean Hutchinson, CEPA
Fortunato Hutchinson
712 Montgomery Street
San Francisco, CA 94111
(415)317-0523
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Member
Kipp Krukowski, CEPA
Confidential Business Sales
5755 Granger Road, Suite 360
Independence, OH 44131
(216)739-0272
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Member
James McDevitt, CEPA
Confidential Business Sales, Inc.
5575 Granger Road, Suite 360
Independence, OH 44126
(216)695-0661
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Member
Tim McDonald, CEPA
The Leland Group, Inc.
PO Box 1916
Lake Arrowhead, CA 92352
(909)337-9570
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Member
Shaun McDuffee, CEPA
Northstar Financial
2801 Via Fortuna, Suite 450
Austin, TX 78746
(512)328-5131
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Member
Neil Palmquist, CEPA
The Legacy Group
71 West Market Street, Suite 01
Corning, NY 14830
(607)962-0685
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Member
John D. Poppe, CEPA
MidCap Advisors, LLC
1556 Third Avenue, Suite 410
New York, NY 10128
(212)722-7163
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Member
Nancy Haney Scott, CEPA
Haney & Associates, PC
840 Thousand Oaks Drive
Hurst, TX 76054
(817)355-0006
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Member
Eric Togneri, CEPA
NERI Capital Partners
602 Dogwood Trail, Suite G
Tyrone, GA 30290
(216)695-0661
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