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The Exit Planning Institute

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The Exit Planning Institute

Company Overview


Status: Private Company   Founded: -   Annual Revenue (2018):
Exchange: - ID #: TH0997   Number of Employees: -
Symbol: -   Website:
Industries:  Financial Services, Consulting, Business Services & Professional, Scientific,... Click here for more

Company Description
The Exit Planning Institute is a leader and innovator in the field of exit planning.

The Exit Planning Institute (EPI) provides information, training, marketing materials, and consulting services to professional advisors who are interested in providing exit planning services to owners of privately-held businesses.

The Exit Planning Institute will show you how to:

Easily incorporate exit planning into your professional practice

Bring additional value to your existing clients

Market your exit planning expertise to potential clients

Quickly master the exit planning process

Create and implement successful exit plans for your clients

We do this:

With a powerful combination or proprietary processes, products, and services

By supporting a national network of business professionals

By providing members with hands-on support, assistance and guidance

With an insightful understanding of the unique needs of business owners and how to reach them

If you are:

A financial advisor, attorney, insurance professional, accountant, business consultant, commercial lender or other business professional

Interested in growing and building your professional practice

Looking to make a real difference in the lives of your clients, and

Seeking a professional, organization that supports your goals

... then become a member of The Exit Planning Institute!
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