| Excellence in Exit Planning Achievement Award |
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2023 Award Recipient Ed Barone, CBEC®, CMAA
An emerging industry requires leadership. Our members are senior-level advisors who want to strive to deliver better services to their business owner clients. The Members who are most passionate tend to be the most effective and a select few members tend to significantly shine within our growing membership.
The Excellence in Exit Planning Achievement Award recognizes one member who shows our core values consistently, including: Education - Committed to learning as a team Excellence - Leading the marketplace Integrity - Straight talk, every time Helping Others - Always in word and action Creativity - Approach to market is unique and has made exit planning the way that they are perceived in their marketplace
Past recipients of the Exit Planning Achievement Award 2009 Award – Joe Bazzano
2010 Award – Jane Johnson
2011 Award – Kevin Kennedy
2012 Award – Mindy Jones
2013 Award – Frank O’Shea
2014 Award – Nathan Bennett
2015 Award – Anna Halaburda
2016 Award – John Marshall
2017 Award – Steve Vesey
2018 Award – Russ Gorman 2019 - Emrich Stellar 2020 - Homer Smith 2021 Marc Scudillo & Onofrio Cirianni 2022 David Foster |
Survey Tools: BERI ODI & GPI Resources
Referral and Collaboration Portal
Universal Exit Plan
Monthly IEPA Member Trainings
Monthly Member Coaching
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
Corporate Resources
BII Member Resources
Northwestern Mutual Member Resources
4/30/2025 » 6/27/2025
2025 Spring Certified Business Exit Consultant® (CBEC®) Certification Program
2024 Excellence in Exit Planning Achievment Award Winner
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