The Exit Planning Institute
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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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Locate an EPI Member

Locate a member of the Exit Planning Institute. Access our simple search here.

Exit Planning Institute
4811 Emerson, Suite 210
Palatine, IL 60067-7417
P: 847.303.6887
F: 847.303.6951
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Perry Phillips

Perry Phillips is a leading Canadian ESOP expert, and a distinguished author, speaker, and ESOP lobbyist. He has worked over 20 years as an ESOP, M&A, and business valuation consultant, and expert witness in Federal Court.  He developed ESOP Transformation Model© and is Owner and President of ESOP Builders Inc. and Phillips Valuations Inc., Toronto, Ontario.

Perry Phillips, CEPA
ESOP Builders
Toronto, Canada
905-695-0550
perry@esopbuilders.com