Exit Planning Institute
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The Exit Planning Institute - innovative learning experiences, performance enhancing resources & strategic tools - enhancing the exit planning profession
The Exit Planning Institute® (EPI) delivers innovative learning experiences, performance-enhancing resources and strategic tools designed to enhance the exit planning profession. Formed in 2005 to serve educational and resource needs of financial planners and wealth managers, attorneys, commercial lenders, M&A advisors and business brokers, management consultants and other business advisors, the E
08/26/2015
South Florida Exit Planning Awareness Event. August 28. http://ow.ly/Rnvt8
South Florida Exit Planning Awareness Event You are cordially invited to join us in an Exit Planning Awareness Event. Within the next 20 years, in excess of 90 million people in the United...
08/26/2015
Stop Planning – Start Pitching! Arizona Chapter Meeting. August 27. http://ow.ly/Rnv9A
Stop Planning – Start Pitching! SummaryOur presenter is CEO of Strategic Value Advisors, a national advisory firm specializing in Value Acceleration for middle-market businesses. ...
08/25/2015
Can You Afford To Sell To Your Employees? by Cooney Faulkner & Stevens http://ow.ly/RkOkA
Can You Afford To Sell To Your Employees? August 5, 2015 by Thomas M. Cooney & Crystal L. Faulkner Can You Afford To Sell To Your Employees? Business owners often tell us that, in an ideal...
08/25/2015
Saving Taxes On The Disposition Of A Business - EPI Webinar - August 26 http://ow.ly/RkNZr
Saving Taxes On The Disposition Of A Business Time: 12:00 PM - 1:00 PM ESTSummary Tax planning for the sale of a business is a key component of the overall business exit planning process. A...
08/24/2015
2015 International Summit - KLH Capital will host a breakout session on the various private equity options as an exit strategy.
08/24/2015
Why Your Assumed Buyer May Not Be Your Optimal Buyer - by Generational Equity http://ow.ly/RgUZG
M&A Strategies – Why Your Assumed Buyer May Not Be Your Optimal Buyer Many business owners tell us that they know exactly who will buy their companies. But if they only talk to one buyer, they're missing out on the...
08/23/2015
2015 International Summit - Pacific Life will review how CEPAs can effectively utilize insurance options with their clients.
08/21/2015
2015 International Summit - Ken Sanginario - Founder of Corporate Value Metrics and developer of the Value Opportunity Profile, will speak on adding value growth services to your practice.
08/20/2015
Skoda Minotti named in Inc. 5000 for 12th Year http://snip.ly/Z8pY
Skoda Minotti Named to Inc. 5000 for 12th Year Inc. magazine has named Skoda Minotti, a national CPA, financial and business advisory firm, to the 2015 Inc. 5000 list of the fastest growing...
08/19/2015
What to Know During the Buy-Sell Transaction. Southern Nevada Chapter. August 20. http://ow.ly/R50KR
Southern Nevada Chapter. August 20. Time: 7:30 AM to 9:00 AMSummary Insurance Brokers Chuck Hersh and Joe Benz, who are specialists in transactional insurance and the insurance...
08/19/2015
Planning the Transition from Business Wealth to Successful Retirement. Greater Chicago Chapter. August 20. http://ow.ly/R50zp
Greater Chicago Chapter. August 20. Investment: $25 Members & Nonmembers Summary This program addresses the critical financial planning topics that should be considered by business...
08/19/2015
Exit Planning Awareness Event. Atlanta, Georgia. August 20. http://ow.ly/R50jc
Exit Planning Awareness Event - Atlanta You are cordially invited to join us in an Exit Planning Awareness Event. Within the next 20 years, in excess of 90 million people in the United...
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