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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Richard Jackim

Richard Jackim is an experienced attorney and investment banker.  He received his Law Degree with honors from Cornell Law School and his MBA in Corporate Finance and Marketing at The Kellogg Graduate School of Management.  He practiced corporate law at White & Case (NYC), worked as an investment banker at Prudential Capital (investment division of The Prudential Insurance Company), and was recruited as President of a national middle market mergers and acquisitions firm with 14 offices around the country.

Richard Jackim, JD, MBA, CEPA
Exit Planning Institute
Palatine, IL
847-303-6887

jackim@exit-planning-institute.org