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Business owners spend years
Learning Labs are a must for any advisor looking for their next referral partner
advisors are welcome with a business owner guest
and actionable insights that you can immediately apply to your sales interactions
and other employee ownership structures at this meeting
Implementing Exit Planning Into Your M&A Practice 2026 Summit Business owners spend yearsThis 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
