The Exit Planning Institute
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Locate an EPI Member

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

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

EPI Distinguished Speakers Bureau

Members of the Speaker's Bureau have either completed the CEPA certification program or are a member of the faculty of the CEPA program.

Would you like one of EPI’s Distinguished Speakers to talk with your group about exit planning issues? 

Our leading speakers (listed below) are available to speak at your event. Take advantage of this extraordinary offer.

Previous host organizations include:

  • Alliance of Merger & Acquisitions Advisors
  • California Association of Business Brokers
  • Florida Association of Dental Laboratories
  • Indiana Continuing Legal Education
  • International Forum
  • International Association of Dental Laboratories
  • Lorman Educational Services
  • Midwest Business Brokers & Intermediaries
  • National Business Institute
  • Northern Trust Family Business Breakfast Series
  • Northwestern University, School of Continuing Education
  • The Kellogg Graduate School of Management, Northwestern University
  • Vistage (formerly TEC)
  • Wachovia Securities Wealth Management

If your organization would like to arrange a speaker or require additional information, please contact our Speakers' Bureau at speaker@exit-planning-institute.org or call 847.458.2124.  

Please contact EPI to arrange a speaking engagement.  Please do not contact speakers directly.

The earlier arrangements are made, the better chance of obtaining the speaker of your choice.

Great Speakers

The speakers listed below are skilled speakers on the importance of exit planning. 

Peter Christman, CEPA - Passing the Entrepreneur's Final Test
CEO The Christman Group
Chicago, IL

Perry Phillips, CEPA - Employee Buyouts - Secrets to Success
President, ESOP Builders, Inc.
Toronto, ON
Joan Ridley, CFP®, CEPA
Business Wealth Solutions, LLC, Dallas, TX
Jim Bates, CEPA - A New Way to Look at Business Value
The Christman Group, Chicago, IL
Richard Jackim, CEPA, JD, MBA - Maximize the Value of Your Business!
MidCap Advisors, Managing Director
Libertyville, IL
James W. Cornell, CEPA, MBA, CMC, CM&AA, CTP, CPP, CBC, CBA, CRA
President, Praxiis, LLC
West Seneca, NY
Michael Sedlak, CEPA,
Senior Advisor/Analyst, MPS Loria Financial Planners, LLC
Orland Park, IL
Julie Gordon White,
Broker/Principal, BlueKey Business Brokerage M&A
Point Richmond, CA


 

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