Implementing Exit Planning Into Your M&A Practice 2026 Summit advisors are welcome with a

advisors are welcome with a business owner guest

September 30

the need for a new kind of advisor has become undeniable

Business owners spend years

you will collaborate with an interdisciplinary team of advisors to gain experience you can directly apply to your practice

Implementing Exit Planning Into Your M&A Practice 2026 Summit advisors are welcome with aThis EPI Academy course was designed to provide you with powerful tools and vital information on how to add exit planning services to your already established practice and ultimately make a much more significant impact on the lives of your clients. Upon completion of this course, you will be eligible for up to the following amounts of CE hours: VAK: 3 CPE: 1. 5 CFP: 1. 5