Exit Planning Institute Press Releases - EIN Presswire - Press Release Distribution Service

Published on October 1, 2026 - 14:00 GMT

Cornerstone Business Services Named Title Sponsor of EPI's 2027 Exit Planning Summit

Exit Planning Institute Expands Strategic Partnership with Cornerstone Business Services, Announces Title Sponsor of EPI’s 2027 Exit Planning Summit CLEVELAND, OH, UNITED STATES, October 1, 2026 /⁨EINPresswire.com⁩/ -- The Exit Planning Institute® (EPI) …

Distribution channels: Business & Economy ...

Published on May 12, 2026 - 12:15 GMT

Exit Planning Institute New Jersey Chapter Hosts Second Annual Business Owners Forum for Entrepreneurs and Advisors

Join New Jersey exit planning professionals and business owners for candid discussions on growth, valuation, succession, and exit readiness SCOTCH PLAINS, NJ, UNITED STATES, May 12, 2026 /⁨EINPresswire.com⁩/ -- Exit Planning Institute® (EPI) New Jersey …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on May 6, 2026 - 16:31 GMT

Exit Planning Institute Launches New 'CEPA® Immersion Events' to Elevate Advisor Impact with Business Owners

A new virtual training series empowering CEPA® professionals with proven strategies to deepen client relationships and drive business owner engagement CLEVELAND, OH, UNITED STATES, May 6, 2026 /⁨EINPresswire.com⁩/ -- The Exit Planning Institute® (EPI) …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on May 4, 2026 - 14:00 GMT

Exit Planning Institute Releases Fourth Mastering the Market Magazine

Exit Planning Institute’s Mastering the Market series highlights the importance of personal planning CLEVELAND, OH, UNITED STATES, May 4, 2026 /⁨EINPresswire.com⁩/ -- Exit Planning Institute® (EPI), the leading authority on exit planning for advisors, …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on April 15, 2026 - 14:29 GMT

Exit Planning Institute Austin Chapter hosts Business Owner Round Table

Join Austin-area business owners along with exit planning professionals to gain firsthand insight into business growth, transition strategies and exit planning AUSTIN, TX, UNITED STATES, April 15, 2026 /⁨EINPresswire.com⁩/ -- Exit Planning Institute®(EPI …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on April 15, 2026 - 14:07 GMT

Exit Planning Institute Launches Washington, D.C. Chapter

Membership to include DC-area business owners and exit planning professionals looking to network and collaborate on exit planning strategies WASHINGTON, D.C., DC, UNITED STATES, April 15, 2026 /⁨EINPresswire.com⁩/ -- Exit Planning Institute®(EPI), the …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on February 17, 2026 - 14:27 GMT

Exit Planning Institute Releases Second Annual Exit Magazine

The 2026 edition of the magazine includes interview with 2025 Exit Planner of the Year Joe Seetoo and focuses on personal planning CLEVELAND, OH, UNITED STATES, February 17, 2026 /⁨EINPresswire.com⁩/ -- Exit Planning Institute® (EPI), the leading …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on January 6, 2026 - 15:20 GMT

2025 Exit Planner of the Year Joe Seetoo Shares Top 5 Tips to Beat the Exit Planning Odds

The Exit Planning Institute releases a new advisor-focused resource highlighting a proven, integrated approach to successful business exits. CLEVELAND, OH, UNITED STATES, January 6, 2026 /⁨EINPresswire.com⁩/ -- Exit Planning Institute® (EPI) joins 2025 …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on December 15, 2025 - 20:27 GMT

The Exit Planning Institute Releases New Academy CEPA Mastery Series

CLEVELAND, OH, UNITED STATES, December 15, 2025 /⁨EINPresswire.com⁩/ -- Exit Planning Institute® (EPI) announced today the launch of its newest academy course offering, Business Owner Prospecting and Engagement. This course is designed to equip Certified …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on October 30, 2025 - 14:13 GMT

Ben Utecht and Tommy Breedlove to Keynote the 2026 Exit Planning Summit in Nashville

CLEVELAND, OH, UNITED STATES, October 30, 2025 /⁨EINPresswire.com⁩/ -- The Exit Planning Institute® (EPI) has announced the 2026 Exit Planning Summit speaker lineup. Super Bowl Champion, author, and Chief Culture Officer Ben Utecht, and bestselling author …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on October 23, 2025 - 17:15 GMT

Exit Planning Institute® Earns 2025 Great Place To Work Certification™

CLEVELAND, OH, UNITED STATES, October 23, 2025 /⁨EINPresswire.com⁩/ -- Exit Planning Institute® (EPI) is proud to be Certified™ by Great Place To Work® for the third year in a row. The prestigious award is based entirely on what current employees say about …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on October 15, 2025 - 18:58 GMT

EPI Expands Its Thought Leadership Series with Mastering the Market: Lifelong Learning

CLEVELAND, OH, UNITED STATES, October 15, 2025 /⁨EINPresswire.com⁩/ -- Exit Planning Institute® (EPI) is pleased to announce the release of Mastering the Market: Lifelong Learning, the third edition of the Mastering the Market series. Each installment …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on October 13, 2025 - 18:18 GMT

Annual Exit Wins Gold Award at 2025 MarCom Awards

The Exit Planning Institute’s Annual Exit magazine was recognized among the best in marketing and communications. CLEVELAND, OH, UNITED STATES, October 13, 2025 /⁨EINPresswire.com⁩/ -- The Exit Planning Institute® (EPI) is proud to announce that the …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on October 8, 2025 - 19:01 GMT

California Hosts The Exit Planning Institute’s First Regional Summit

COSTA MESA, CA, UNITED STATES, October 8, 2025 /⁨EINPresswire.com⁩/ -- The Exit Planning Institute® (EPI) is teaming up with The Gathering and Fiduciary Attorney Summit to produce the first EPI Regional Summit, taking place from October 26-27, 2025, at …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on October 8, 2025 - 17:27 GMT

Exit Planning Institute Releases 2026 Summit Agenda

CLEVELAND, OH, UNITED STATES, October 8, 2025 /⁨EINPresswire.com⁩/ -- The Exit Planning Institute is thrilled to release the agenda for the 2026 Exit Planning Summit, taking place from April 19, 2026, to April 21, 2026, at the Gaylord Opryland Resort …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on September 30, 2025 - 18:00 GMT

Philadelphia Hosts Final Stop of DriveValue.com Regional Summit Series

Super Bowl champion and author Ben Utecht is headlining the one-day event. PHILADELPHIA, PA, UNITED STATES, September 30, 2025 /⁨EINPresswire.com⁩/ -- DriveValue.com™ is headed to Philadelphia to host the grand finale of the Regional Summit series on …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on September 30, 2025 - 17:52 GMT

DriveValue.com Brings Regional Summit Series to Orange County

Super Bowl champion and author Ben Utecht is headlining the one-day event. ORANGE COUNTY, CA, UNITED STATES, September 30, 2025 /⁨EINPresswire.com⁩/ -- DriveValue.com™ is headed to Orange County to host its Regional Summit series on Oct. 28, 2025. Drive …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on September 30, 2025 - 17:43 GMT

DriveValue.com Brings Regional Summit Series to Pittsburgh

Super Bowl champion and author Ben Utecht is headlining the one-day event. PITTSBURGH, PA, UNITED STATES, September 30, 2025 /⁨EINPresswire.com⁩/ -- DriveValue.com™ is headed to Pittsburgh to host its Regional Summit series on Oct. 23, 2025. Drive Value—a …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on September 30, 2025 - 17:43 GMT

DriveValue.com Brings Regional Summit Series to Phoenix

Super Bowl champion and author Ben Utecht is headlining the one-day event. PHOENIX, AZ, UNITED STATES, September 30, 2025 /⁨EINPresswire.com⁩/ -- DriveValue.com™ is headed to Phoenix to host its Regional Summit series on Oct. 21, 2025. Drive Value—a …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on September 30, 2025 - 17:37 GMT

DriveValue.com Brings Regional Summit Series to Denver

Super Bowl champion and author Ben Utecht is headlining the one-day event. DENVER, CO, UNITED STATES, September 30, 2025 /⁨EINPresswire.com⁩/ -- DriveValue.com™ is headed to Denver to host its Regional Summit series on October 15, 2025. Drive Value—a …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...