2025 EPI Summit “Gifts”
(Our Shared Intellectual Property)
A CaretoKnowTM model for realizing your assets’ potential
(Asset Motives client conversation tool)
Communicate Your Value – Helping Clients See the Problem and Solution
Co-brand with Strazzeri Mancini or Brand on Your Own
Advanced Wealth Strategies (client conversation tool)
Planning Strategies at-a-Glance, Organized by Your Client’s Goals
Co-brand with Strazzeri Mancini or Brand on Your Own
Opportunity Filter – For Your Exit Planning Practice
Worksheet to determine whether you want to Learn it, Hire it, Buy it, or Partner it.
Instructions:
- Click here to open fillable pdf
- Download pdf
- Open download and complete the exercise
- Save the completed exercise to your computer.
Business Entity Matrix
View the various characteristics of the most common forms of business entities
Partnering Programs
Contact [email protected] to begin the Elevate Your A-Game process and find out if our Certification Programs are a good fit for you and your practice.
Certified Founders Group Associate (CFGA) Program
Partner with The Founders Group to do the Value Acceleration Work
Three-day Licensing Program
Visit scinstitute.org/cfga to learn more about our CFGA program.
Certified Wealth Planning Advisor (CWPA) Program
For Wealth Advisors who want to partner with Strazzeri Mancini LLP to do Advanced Planning
Three-day Licensing Program
Visit scinstitute.org/cwpa to learn more about our CWPA program.
Wealth Strategies Co-Counseling (WSCC) Program
For Attorneys who want to Co-Counsel with Strazzeri Mancini LLP to do Advanced Planning
1.5-day Licensing Program
Visit scinstitute.org/wscc to learn more about our WSCC program.
Additional Southern California Institute Resources
SCI Academy
The SCI Academy is the digital extension of SCI’s Though Leader Community providing resources, education, and advice via collaborative think tanks, events, programs, online content, and introductions.
Click here and use the promo code EPI100 for a no-cost basic membership.
Behind the Conversation (BTC) Program
This 2.5-day program is designed to help you hone your counseling skills and maximize your financial ROE2 (Return on Expertise and Effort).
Visit scinstitute.org/btc to learn more about this program and the upcoming schedule.
Business Owner Interviews: the Perspective Series – Entrepreneurs Revealed
Listen as Exit Planning Institute Board Members have 30-minute, informal chats to gain perspective from entrepreneurs regarding their business succession planning in various stages of transition. Take away valuable insights and lessons learned.
Thursday Insights
Every Thursday, the Institute presents educational workshops to independent attorneys, CPAs., bankers, financial planners, investment advisors, as well as insurance and real estate advisors. Thursday Insights offer a variety of interesting and pertinent programs including: Estate, Tax, Business, Financial , and Real Estate Planning.
Click here to view our scheduled Thursday Insights sessions.
EPI Chapters
The San Diego, Orange County, and San Francisco EPI chapters consist of a group of local advisors dedicated to changing the outcome for middle market owners looking to grow, transition, or exit their business.
Use the links below to view and/or register for the Chapter sessions: