Business Owner Prospecting and Engagement Choose Program Dates:NOV 16 - DEC 17 (2026) Highlighted presence at EPI events

Highlighted presence at EPI events

Attendees will learn the personal journey of three business owners that have gone through the full entrepreneurial journey

By dissecting a real-life example

000 | 15 Available

Thank you for being a valued member of the EPI Raleigh/Durham community

Business Owner Prospecting and Engagement Choose Program Dates:NOV 16 - DEC 17 (2026) Highlighted presence at EPI eventsBusiness Owner Prospecting and Engagement equips Certified Exit Planning Advisors with the insights, language, and tools necessary to attract, engage, and retain business owner clients. This EPI Academy Mastery Series is grounded in industry research and practical application, this course helps advisors go beyond theory, transforming data into actionable strategies, conversations into commitments, and one time engagements into long term relationships.