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Exit Planning Case Study

January 16 @ 7:30 am - 9:00 am EST
We’re going to try out a new format this month!  We’ll be conducting an interactive cas...

EPI Process (DC EPI Chapter)

December 19, 2018 @ 7:30 am - 9:30 am EST
EPI Chapter Monthly Meeting- The Exit Planning Process We’ve spent the last two years building...

Webinar: Exit Planning Basics

December 6, 2018 @ 12:00 pm - 1:00 pm EST

RM EPI: The Good, the Bad & the Ugly of Exiting My Business: Owner Panel…

November 29, 2018 @ 7:30 am - 9:00 am EST
An inside look at transactions from the business owners perspective. Hear the good, the bad, and the...

Family Governance – November 2018 (DC EPI Chapter)

November 14, 2018 @ 7:30 am - 9:30 am EST
As advisors its easy to focus most of our efforts on “the business” – often to the...

Succession Planning: Keeping it in the Family

October 17, 2018 @ 7:45 am - 9:00 am EDT
We spend a lot of time focused on outright sales to a 3rd party. But when it comes down to it many o...

Exit Planning Bootcamp

October 11, 2018 @ 8:00 am - 1:00 pm EDT
Intro Text

Search Funds – The Right Kind of Capital (for the “right” situation)

October 10, 2018 @ 7:30 am - 9:30 am EDT
If you work with clients in the lower middle market that are considering an exit, you’re goi...

RM EPI: Pre- Diligence – Avoiding Re-pricing and Tanked Deals

October 4, 2018 @ 7:30 am - 9:00 pm EDT
If the LOI is where the deal is born, diligence can be where it dies an early death. In the worst ca...

RM EPI: Pre- Diligence – Avoiding Re-pricing and Tanked Deals

October 4, 2018 @ 7:30 am - 9:00 am EDT
If the LOI is where the deal is born, diligence can be where it dies an early death. In the worst ca...

Pre-Sale Planning and Wealth Management

September 28, 2018 @ 7:30 am - 9:30 am EDT
When business owners are selling their company, closing the deal is often all they think about. Owne...

Happy Hour- DC Exit Planning Institute Fall Social

September 13, 2018 @ 5:30 pm - 7:30 pm EDT
Join us for our “Fall” social! We’re going to break the mold of our usual breakfas...

“The EPI events are always a ‘can’t miss’ on my monthly calendar.  The quality of content and presenters is just phenomenal.  Nothing like it in the area!”

Alex SmithFairfax, VA

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