Stop Recreating the Wheel

Create a customizable, professional Exit Plan for your clients in minutes with the use of our planning software, EPIC™. EPIC is a completely cloud-based software, so you can create and store all your planning projects for each client from anywhere. Every plan is customizable to your clients’ specific situation and objectives. Provide high-quality, professional, consistent deliverables to each client in minutes. This is not just a plan creation software; it’s also a project management tool. Create unique planning recommendations, advice, or collaborative work to share with your clients and their entire advisor team.

In this in-depth tutorial of our EPIC software, you will get an understanding of how this tool can take your practice to the next level and provide your clients the recommendations and resources they need for a successful exit.

Benefits of EPIC

• Simple, efficient, and intuitive
• Facilitates collaboration
• Saves time/effort
• Allows you to collect and organize all information about your client’s business in one place
• Delivers professional, easy to read documentation to clients

EPIC Features:

• Recommendation Sets
• Value Driver Reports
• Assessments of Priorities
• Engagement Letter
• Business Continuity Instructions
• Fee Estimator
• Fact Finder