President at Exit Planning Institute | Contributor for Forbes Business Council & Entrepreneur Magazine | Value Creator | Keynote Speaker | Family Business Owner | Dedicated Educator | Growth Strategist
What a day! We have never done this before. Bring all of our partners, providers, and sponsors into Cleveland, Ohio Exit Planning Institute HQ for a strategy session. Over the next couple of days we will talk about how to integrate with CEPAs and The Exit Planning Summit, long term vision for EPI 2028, how we can better serve them, and how they can collaborate with eachother. A big thank you to Joshua Koza, Katie Robinson, Jenna Meredith our Strategic Relationship Team for creating and executing this event! #partners #sponsors #exitplanning #exitstrategy #exitplanningsummit
Certified Exit Planning Advisor (CEPA) Designation | Helping Advisors & Business Owners Create Significant Companies
Exciting to be hosting the inaugural Exit Planning Institute Summit Partner Experience Day in our hometown of Cleveland, OH. This event has brought together 28 professionals representing 23 unique EPI Partners traveling in from 16 different states for 1.5 days of education, collaboration, and relationship-building. Scott Snider kicked off us by shining a spotlight on the 3-year strategic vision for EPI and the community and how integrated partners play a vital role in that plan. #exitplanning #valuegrowth #collaboration #strategy
Best of luck!
Exiciting stuff. Cant wait to see what this produces moving forward!
I love that you are doing that, Scott. I would like to find a way to get an invite to the next one, as so many of my clients are working with you!
Sounds like an exciting and innovative approach to collaboration!