About Study Groups
We started the Exit Advisor Study Groups with the goal of creating a space for both new and seasoned Exit Advisors to keep learning, connect with their fellow exit planning advisors, and learn from experts.
Exit planning is a complex and ever-changing field. Our study groups make sure that whether you're fresh on the scene or a seasoned pro, you're always in the know. We bring experts in each month to present on key topics, then provide time for Q&A and discussion.
We also build in time for networking and relationship building in the groups.
These Study Groups are a great opportunity to learn from experts and your peers while building your referral network.
Learn More About Study Groups
2024 Study Group Schedule
Marketing Strategies – Group 1
January 5, 2024 @ 10:00 am - 11:00 amMarketing Strategies – Group 2
January 12, 2024 @ 10:00 am - 11:00 amMarketing Strategies – Group 3
January 19, 2024 @ 9:00 am - 10:00 amMarketing Strategies – Group 4
January 26, 2024 @ 3:00 pm - 4:00 pmUsing the Tax Return for informational purposes – Group 1
February 2, 2024 @ 10:00 am - 11:00 amUsing the Tax Return for informational purposes – Group 2
February 9, 2024 @ 10:00 am - 11:00 amUsing the Tax Return for informational purposes – Group 3
February 16, 2024 @ 9:00 am - 10:00 amUsing the Tax Return for informational purposes – Group 4
February 23, 2024 @ 3:00 pm - 4:00 pmPartner Networks – Group 1
March 1, 2024 @ 10:00 am - 11:00 amPartner Networks – Group 2
March 8, 2024 @ 10:00 am - 11:00 amPartner Networks – Group 3
March 15, 2024 @ 9:00 am - 10:00 amPartner Networks – Group 4
March 22, 2024 @ 3:00 pm - 4:00 pmBusiness Book Review – Group 1
April 5, 2024 @ 10:00 am - 11:00 amBusiness Book Review – Group 2
April 12, 2024 @ 10:00 am - 11:00 amBusiness Book Review – Group 3
April 19, 2024 @ 9:00 am - 10:00 amBusiness Book Review – Group 4
April 26, 2024 @ 3:00 pm - 4:00 pmSeminar Marketing – Group 1
May 3, 2024 @ 10:00 am - 11:00 amSeminar Marketing – Group 2
May 10, 2024 @ 10:00 am - 11:00 amSeminar Marketing – Group 3
May 17, 2024 @ 9:00 am - 10:00 amSeminar Marketing – Group 4
May 24, 2024 @ 3:00 pm - 4:00 pmBusiness Book Review- Peter Christman- Founder of EPI will review his book “ The Master Plan” – Group 1
June 7, 2024 @ 10:00 am - 11:00 amWebsites – Group 1
July 5, 2024 @ 10:00 am - 11:00 amWebsites – Group 2
July 12, 2024 @ 10:00 am - 11:00 amWebsites – Group 3
July 19, 2024 @ 9:00 am - 10:00 amWebsites – Group 4
July 26, 2024 @ 3:00 pm - 4:00 pmHow to create the urgency in Business Owners to take action – Group 1
August 2, 2024 @ 10:00 am - 11:00 amHow to create the urgency in Business Owners to take action – Group 2
August 9, 2024 @ 10:00 am - 11:00 amHow to create the urgency in Business Owners to take action – Group 3
August 16, 2024 @ 9:00 am - 10:00 amHow to create the urgency in Business Owners to take action – Group 4
August 23, 2024 @ 3:00 pm - 4:00 pmTech Stack and integrated IT – Group 1
September 6, 2024 @ 10:00 am - 11:00 amTech Stack and integrated IT – Group 2
September 13, 2024 @ 10:00 am - 11:00 amTech Stack and integrated IT – Group 3
September 20, 2024 @ 9:00 am - 10:00 amTech Stack and integrated IT – Group 4
September 27, 2024 @ 3:00 pm - 4:00 pmBusiness Planning for 2025 – Group 1
October 4, 2024 @ 10:00 am - 11:00 amBusiness Operations – Group 1
November 1, 2024 @ 10:00 am - 11:00 amBusiness Operations – Group 2
November 8, 2024 @ 10:00 am - 11:00 amBusiness Operations – Group 3
November 15, 2024 @ 9:00 am - 10:00 amBusiness Operations – Group 4
November 22, 2024 @ 3:00 pm - 4:00 pm