EPIC is an advanced software platform designed to help you provide your clients with a customized, comprehensive Exit Plan.
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Streamline Planning Process
Streamline Planning Process means to create greater efficiencies in how you help business owners create and implement an Exit Plan. It typically refers to how BEI's planning software, EPIC, can make your planning process quicker and more efficient, but can also refer to how BEI staff members help advisors make their processes more efficient.