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 completely customizable. 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 tools. Create unique planning recommendations, advise, or collaborative work to share with your firm and your clients.
In this in-depth tutorial of our EPIC software, you can get a glance 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.