Selling to Business Owners Bundle

Learn how to elevate the impact of your CEPA credential and better position yourself to qualified business owner prospects with this diverse set of resources and tools, all focused on gaining more business owner clients through exit planning. 

3-Part Live Virtual Q&A with EPI President, Scott Snider:

• Join Scott Snider in this virtual series where he'll cover the different elements that make up a best-in-class advisor to business owners. Snider will be discussing how to leverage the CEPA credential, language, and tools available to you in order to gain more business owner prospects.
  • Session 1: June 12 at 1PM EST
  • Session 2: July 15 at 1PM EST
  • Session 3: August 19 at 1PM EST

EPI Academy: Get exclusive access to two online, self-paced EPI Academy courses, including:

•       Selling to Business Owners: Advisors with exit planning knowledge are uniquely positioned to work with business owners. This course shows advisors how to leverage that knowledge through marketing and business development efforts. 
•       Empowering Conversations with Business Owners: Elevate your advisory practice and master the art of impactful conversations with business owners. Learn to communicate effectively, understand their unique needs, and position yourself as a trusted advisor in the business owner landscape.

M  Mastering the Market: Collection One and Two

•       Mastering the Market is a series of articles reminiscent of the Harvard Business Review, crafted by EPI and CEPA® experts, with a focus on mastering exit planning. These comprehensive guides are tailored to help CEPAs from diverse backgrounds enhance their practice. Each article is filled with practical advice, expert tips, and real-world examples, complemented by personal stories, providing you with the necessary tools to excel.