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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!