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IEPA Member Resources

The International Exit Planning Association provides education and events as well as the Collaboration portal for members. To learn more about the IEPA's offerings visit  the IEPA Member Resources page.

 

BERI & ODI Resources

The BERITM and ODITM are more than just informative surveys for owners and their advisors. They are a launch pad for future services. After taking the BERITM and ODITM, an owner and an advisor can have a more informed conversation about the future, guided by answers that have been supplied by the owner themselves. The BERI & ODI Resources page provides access to these tools along with email templates, graphics, and information to help you effectively implement them.

 

ESS ReportTM and ESS Summary ReportTM

The Exit Strategies Solutions (ESS) Report™ takes an owner through a five (5) step assessment to help them answer the question “can I afford to exit my business today.” By answering this question, you can now begin to develop a plan with the owner to achieve an exit that will earn the most value from their business and provide a secure financial future. Visit the ESS Report page to find content for ESS Reports so you can continue to have leading edge content and deliverables to present to your exiting owners. 

 

Plan Writing & Support

If you are looking for additional support for your plan writing, Pinnacle offers an Exit Plan Writing Support program that you can build into the fee that you charge your client. This program commits Pinnacle to live phone calls with your exiting owner and also assists you with the administrative functions in the plan writing process. The Plan Writing & Support page has more resources and information about this customized service that empowers your business.

Quick Links for Pinnacle Members

Item Name Posted By Date Posted
BERI Report Login Link Administration 3/29/2019
ODI Report Login Link Administration 3/29/2019
Referral & Collaboration Portal Login Link Link Administration 4/26/2019