2023 New EPI Academy Course Bundle
Exit Planning Institute

2023 New EPI Academy Course Bundle

Regular price $995.00 Sale price $2,395.00 Unit price per
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This comprehensive package encompasses all seven cutting-edge EPI Academy Courses released this year, presenting you with an unparalleled opportunity to diversify and expand your exit planning expertise. Use this bundle to delve into the latest insights and strategies, gain a competitive edge by staying ahead of industry trends and developments, and elevate your advisory services with a comprehensive array of expertise.

Eligible for the following Continuing Education credits: 23 EPI Hours, 9.5 CPE Hours, 7 CFP® Hours

This Bundle Includes:

  • Accelerate Your Exit Planning Practice: Julie Keyes shares advanced strategies to turbocharge your exit planning practice. Unlock proven methods for expanding your advisory services, attracting new clients, and solidifying your position as a trusted exit planning expert.
  • Unlocking Engagement Potential: Joe Strazzeri's course allows you to tap into your quiet confidence to enhance client engagement. Develop a profound understanding of client needs, tailor your approach, and elevate your advisory impact.
  • Selling Your Business on Your Terms: Scott Bushkie empowers you to guide clients through successful business sales. Master the art of negotiating and structuring deals that align with the owner's vision, ensuring a lucrative and fulfilling exit.
  • Tax Planning for Business Transitions: Guided by industry luminaries Brad Barros, Jess Bahs, and Gal Kaufman, this course demystifies tax implications during business transitions. Gain expertise in optimizing tax strategies to ensure smooth transitions while maximizing value.
  •  Implementing Value Acceleration as a Financial Advisor: Join Justin Goodbread to delve into value acceleration techniques that drive business growth. Discover how to align financial advisory services with value enhancement strategies, empowering you to steer clients toward sustainable success.
  • Conducting Effective Client Workshops: Chris Snider equips you with the skills needed to conduct engaging and impactful client workshops. Learn to educate and empower business owners through interactive sessions, fostering deeper client relationships. 
  •  ESOP FAQs: Unveiling the Essentials: Led by Keith Apton, this course unravels the complexities of Employee Stock Ownership Plans (ESOPs). Acquire in-depth knowledge to guide clients through ESOP implementation and leverage this powerful tool for seamless transitions.