Business Owner Prospecting and Engagement Choose Program Dates:NOV 16 - DEC 17 (2026) Highlighted presence at EPI events

Highlighted presence at EPI events

5-minutes allotted for sponsor to introduce its services to event attendees

000 | 15 Available

Most notable benefits & drawbacks to ESOPs

Attendees will learn the personal journey of three business owners that have gone through the full entrepreneurial journey

Business Owner Prospecting and Engagement Choose Program Dates:NOV 16 - DEC 17 (2026) Highlighted presence at EPI eventsBusiness Owner Prospecting and Engagement equips Certified Exit Planning Advisors with the insights, language, and tools necessary to attract, engage, and retain business owner clients. This EPI Academy Mastery Series is grounded in industry research and practical application, this course helps advisors go beyond theory, transforming data into actionable strategies, conversations into commitments, and one time engagements into long term relationships.