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- Exit Planning Institute
Exit Planning Institute
The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the crucial education to differentiate themselves, add value to their existing client relationships, and attract new business owners to their firm.
Values
- Put it on the Table
- Taking conversations and topics that normally get discussed “under the table” and bringing them to light. We believe the path to building and maintaining trust is through a commitment to open, honest, and respectful communication amongst each other. We believe in delivering the mail to the right address. We believe in having no meetings after the meeting. We accept our teammates for who they are. No issue or subject is too difficult to talk through with this framework. It’s our way of honoring transparency.
Company Snapshots
