Exit Planning Institute

The Exit Planning Institute (EPI) is an organization that helps business owners prepare for a successful transition when they plan to sell or transfer their company. It provides education, resources, and strategies to maximize a business’s value and ensure a smooth exit. EPI focuses on understanding the owner’s goals, aligning business operations, and creating a plan that considers financial, legal, and personal aspects. Its goal is to help owners exit their businesses on their terms, achieving their desired outcomes while preserving the company’s legacy and value.