The Exit Planning Institute (EPI) has a custom version of the Successful to Significant whitepaper, created in partnership with Merrill Lynch Wealth Management, A Bank of America Company (Merrill). The Successful to Significant whitepaper can be used by Merrill advisors as well as externally with their clients and prospects.

Merrill will provide attribution to EPI and recognize the appropriate copyrights as the creator and owner of the intellectual property for the From Successful to Significant whitepaper. EPI is the sole owner of this intellectual property, and the whitepaper cannot be reproduced or altered without the written consent of EPI.