Print Page | Report Abuse | Sign In | Register
Member Education

The IEPA Membership is comprised of senior-level advisors and consultants who operate at a high level of productivity and want to leverage additional training, tools and support to fully engage the business owner marketplace and the advanced opportunities that lie within. With education as one of our core values, IEPA provides the following types of resources exclusively for members (access based on membership level)  to stay current in the industry and be a more powerful advocate for their business owner clients and prospects.

Monthly Member Trainings

Online Training Access

Webinars

White Papers/Articles

Special Topics

     Business Owner Motives

     Capital Markets

     Collaboration 

     Deal Structuring

     Employee Retention

     ESOPs

     Transfer Options


 

  

 


The International Exit Planning Association provides all documents and downloads for the benefit of our current members. We encourage members to customize our materials with their company name and image for distribution to their clients and prospects. Our materials are not intended for re-sale and are permitted to be used as long as you remain a member of IEPA.


 

 

Links for Engagement Tools Member Level

Item Name Posted By Date Posted
Advisor Survey Portal Link Administration 5/3/2024
Referral & Collaboration Portal Login Link Link Administration 4/26/2019

2024 Annual Conference Sponsors