Engagement Tools and Resources

  Survey Tools: BERI ODI & GPI Resources
  Referral and Collaboration Portal
  Universal Exit Plan  

Knowledge Hub: Member Education

  Monthly IEPA Member Trainings
  Monthly Member Resource Calls  
  2024 Monthly Member Coaching (Replay)
  Online Course Library Access  
  CBEC® Exit Strategies School
  Webinars

Marketing and Licensed Content Resources

  Industry Assessments
  Marketing Approach Kit
  Newsletters
  White Papers/Articles
  Exit Plan Modules/Templates
  Prospecting Resources  
  Creating a Transferable Business™
  Plan Writing Support
  Presentations 
  Presentations for Member Use
  ESS Report Software Information

  Special Topics Archive

• Business Owner Motives
• Collaboration
• Capital Markets
• Deal Structuring
• ESOPs
• Employee Retention
• Transfer Options

  Corporate Resources

  BII Member Resources
  Northwestern Mutual Member Resources